Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for SKYX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve cash-flow positive status in 2026 | Management aims to become cash-flow positive in 2026. | Improving | cash flow remains negative through FY26 | Cash from operations: $-3.672M FY2026-Q2; GAAP. Published target: cash from operations >= 0 USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026-3,672,023 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 11, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk growth business, not a proven durable compounder, and it remains loss-making. The long-term thesis is on watch: management has made progress on partnerships and cash use, but momentum has weakened and recent performance remains below its industry cohort.
The evidence suggests SKYX is cheap versus peers, while the expectations gap is sharply negative. That points to low expectations already embedded in the valuation, but the valuation model has low confidence and does not remove the risks from losses and weak execution.
In the near term, revenue growth and lower operating cash use support management’s 2026 goals, including deploying over 100,000 products and reaching cash-flow-positive status. Progress is not settled: the business is still loss-making, momentum has fallen, and a guidance cut or weaker industrial-sector results could add pressure to the operating outlook.
Over the next 1 to 3 years, the thesis depends on whether deployments and hotel and builder partnerships translate into durable revenue growth and positive cash flow. Near-term signals include the next guidance update and results from industrial bellwethers, while the recent listing-rule notice is an additional risk to monitor.
The multi-year view is a watch-stage, high-risk growth thesis with encouraging execution on some priorities but weak overall performance and unresolved cash-flow proof. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of 2 supplied quarters. Management reported: “Gross profit for the six months ended June 30, 2026, increased comparatively by 10% to $13.9 million, compared to $12.7 million for the six months ended June 30, 2025.” “This results in a net working capital deficit representing 9.8% of revenues and supports rapid conversion of e-commerce sales into operating cash flow.”
Deploy over 100,000 products in 2026 | SKYX plans to deploy over 100,000 products in 2026. | Intact | units deployed fall below 100,000 in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “The Company is trending positively, generating record second quarter 2026 revenues of $25.3 million representing a 14% increase compared to $22.1 million and a 10% increase as compared to $23.1 million for the second quarter of 2025, and record first half 2026 revenues of $47.4 million as compared to $43.2 million for the first half of 2025.” “Gross profit for the six months ended June 30, 2026, increased comparatively by 10% to $13.9 million, compared to $12.7 million for the six months ended June 30, 2025.” Revenue was $25.270 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Reach at least $92 million revenue in 2026 | Revenue should reach at least $92 million this year. | Improving | revenue falls below $92 million in FY26 | Revenue: $25.27M FY2026-Q2; GAAP. Published target: >=92 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 202625,270,500 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Gross profit for the six months ended June 30, 2026, increased comparatively by 10% to $13.9 million, compared to $12.7 million for the six months ended June 30, 2025.” “This results in a net working capital deficit representing 9.8% of revenues and supports rapid conversion of e-commerce sales into operating cash flow.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.11 → $-0.11 · observed estimates
$0.14B → $0.14B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-07-25 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-07-26 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-07-27 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-07-28 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-07-29 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-07-30 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-07-31 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-08-01 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-02 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-08-03 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-04 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-05 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-06 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-08-08 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-08-09 | $-0.10 | $138,328,670 | 6 / 7 |
| 2026-08-10 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-12 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-13 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-14 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-15 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-16 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-17 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-18 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-19 | $-0.11 | $138,328,667 | 5 / 5 |
| 2026-08-20 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-21 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-22 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-23 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-24 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-25 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-26 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-27 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-28 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-29 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-30 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-08-31 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-01 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-02 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-03 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-04 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-05 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-06 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-07 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-08 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-09 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-10 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-11 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-12 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-13 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-14 | $-0.11 | $136,658,216 | 5 / 5 |
| 2026-09-15 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-16 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-17 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-18 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-19 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-20 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-21 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-22 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-23 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-24 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-25 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-26 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-27 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-28 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-29 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-09-30 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-01 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-02 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-03 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-04 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-05 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-06 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-07 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-08 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-09 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-10 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-11 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-12 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-13 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-14 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-15 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-16 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-17 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-18 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-19 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-20 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-21 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-22 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-23 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-24 | $-0.11 | $136,686,787 | 4 / 5 |
| 2026-10-25 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-26 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-27 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-28 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-29 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-30 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-10-31 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-11-01 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-11-02 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-11-03 | $-0.11 | $136,686,787 | 5 / 5 |
| 2026-11-04 | $-0.11 | $136,686,787 | 5 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.