Expectations trend
FY2027 · fiscal year ending 2027-09-30 · fmp
AMEXConsumer StaplesSoftware - ApplicationSnapshot 2026-11-05
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 SRXH 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 |
|---|---|---|---|---|
Grow revenue above $3.4M | A primary condition in SRX HEALTH SOLUTIONS INC's published investment case. The stated target is Revenue > $3.4M next 4 quarters. | Improving | Revenue falls below $3.4M next 4 quarters | Revenue: $3.392M FY2026-Q3; GAAP. Published target: Revenue > $3.4M next 4 quarters. The stored target says 2026-Q4; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Aug 13, 20263,392,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-09-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
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.
SRXH is a high-risk, loss-making company with a speculative expansion profile, not a proven durable compounder. Its long-term thesis is on watch, with recent financial performance well below its industry cohort and company momentum weakening sharply.
The evidence describes SRXH as cheap versus peers, but the valuation model has only medium confidence. That discount sits alongside weak results and repeated earnings misses, so the snapshot does not show that the market already assumes a recovery.
Near term, the elevated risk of another earnings miss and the sharp drop in company momentum point to continued pressure on business performance. Management is active in capital allocation and acquisitions, and it restored NYSE listing compliance, but execution remains volatile and the evidence does not yet show that these actions have improved results.
A guidance cut or further weakening in jobs data could worsen the near-term setup, while continued earnings strength and higher guidance from major Consumer Staples companies could support sector momentum. Over the multi-year view, the central question is whether SRXH can improve its weak financial performance while turning acquisitions and capital allocation into consistent progress.
Over the next 1 to 3 years, SRXH’s thesis depends on a clear improvement in execution and financial results; the sector tailwind and peer discount do not resolve the current business risks. 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.
Reduce operating losses toward break-even |
| Operating losses fell from $17.4M to $1.8M in 3 quarters. |
| Intact |
| Operating loss worsens beyond -$1.8M next 2 quarters |
Operating income: $-3.201M FY2026-Q3; GAAP. Published target: Operating loss less than -$1.8M by 2026-Q4. The stored target says 2026-Q4; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Aug 13, 2026-3,201,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Regain NYSE compliance to avoid delisting | A primary condition in SRX HEALTH SOLUTIONS INC's published investment case. The stated target is Regain compliance by end of 2026. | Recovered | Fails to regain NYSE compliance by 2026-Q4 | 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 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
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.
$809.97 → $823.71 · observed estimates
$0.15B → $0.15B · 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 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-25 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-26 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-27 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-28 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-29 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-30 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-07-31 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-01 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-02 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-03 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-04 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-05 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-06 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-08 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-09 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-10 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-12 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-13 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-14 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-15 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-16 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-17 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-18 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-19 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-20 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-21 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-22 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-23 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-24 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-25 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-26 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-27 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-28 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-29 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-30 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-08-31 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-01 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-02 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-03 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-04 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-05 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-06 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-07 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-08 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-09 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-10 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-11 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-12 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-13 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-14 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-15 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-16 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-17 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-18 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-19 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-20 | $809.97 | $152,287,044 | 1 / 1 |
| 2026-09-21 | $814.01 | $153,047,076 | 1 / 1 |
| 2026-09-22 | $814.24 | $153,090,210 | 1 / 1 |
| 2026-09-23 | $815.38 | $153,304,060 | 1 / 1 |
| 2026-09-24 | $817.36 | $153,677,706 | 1 / 1 |
| 2026-09-25 | $818.71 | $153,930,722 | 1 / 1 |
| 2026-09-26 | $818.52 | $153,895,341 | 1 / 1 |
| 2026-09-27 | $818.52 | $153,895,341 | 1 / 1 |
| 2026-09-28 | $821.98 | $154,545,300 | 1 / 1 |
| 2026-09-29 | $823.49 | $154,829,766 | 1 / 1 |
| 2026-09-30 | $823.71 | $154,871,808 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Monthly analyst history is unavailable.
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.