Expectations trend
FY2027 · fiscal year ending 2027-12-28 · fmp
TrueBlue, Inc. (TBI)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-04
$12.36+25.61%
Close 2026-11-05 · 1-day change
NYSEIndustrialsStaffing & Employment ServicesSnapshot 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
0.82 → 0.82 EPS · FY ending Dec 28, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for TBI 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 |
|---|---|---|---|---|
Improve earnings performance from recent losses | A primary condition in TrueBlue, Inc.'s published investment case. The stated target is EPS >= $0.17 in 2026-Q3 and positive EPS in 2027. | Improving | EPS remains negative or below $0.17 in 2026-Q3 and 2027 | Diluted EPS: $0.28 per share FY2026-Q3; GAAP. Published target: EPS >= $0.17 in 2026-Q3 and positive EPS in 2027. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Nov 4, 20260.28 USD/share · 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. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-28 · 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.
Review earningsObserved 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 and profitability-improvement story, not yet a proven durable compounder. The long-term thesis is on watch: recent company momentum improved, but financial performance remains weak relative to its industry cohort.
TBI is described as cheap versus peers, while the model’s expectations gap is negative and confidence in that valuation view is low. The priced-in signal is tagged justified, with low fragility, so the evidence does not point to a clearly excessive market expectation.
In the near term, management’s stated focus on revenue growth, profitability, and cost discipline has shown progress: revenue rose between the first and second quarters of 2026, and the operating loss narrowed substantially, though it remained a loss. Recent results included an earnings beat, but erratic earnings surprises, high overall risk, and a possible guidance cut remain concerns.
The multi-year thesis depends on revenue growth continuing alongside a move toward operating profitability. Near term, a guidance cut would be a negative signal, while results and guidance from sector bellwethers such as PAYX, RHI, and KFY could either support or weaken the sector backdrop. The CFO transition is recent, but the evidence gives no further detail on its effects.
Over the next 1 to 3 years, TBI’s improving revenue and cost trends support a developing long-term thesis, but ongoing losses and high risk mean execution and the sector backdrop remain central. 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.
Drive growth through mergers and acquisitions | TrueBlue is growing through mergers and acquisitions. | Intact | No material M&A deals completed or announced in 2026 | 1 M&A deal announced vs 0 required TBI entered a Material Definitive Agreement on May 6, 2026, confirming active M&A activity for the fiscal year. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Return to positive net income and cash flow | A primary condition in TrueBlue, Inc.'s published investment case. The stated target is Net income positive by 2027. | Improving | Net income remains negative through 2027 | Net income: $9.245M FY2026-Q3; GAAP. Published target: Net income positive by 2027. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Nov 4, 20269,245,000 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. |
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.
$0.62 → $0.82 · observed estimates
$1.78B → $1.81B · 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 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-25 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-26 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-27 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-28 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-29 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-30 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-07-31 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-01 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-02 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-03 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-04 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-05 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-06 | $0.62 | $1,779,476,500 | 1 / 1 |
| 2026-08-08 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-09 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-10 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-12 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-13 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-14 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-15 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-16 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-17 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-18 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-19 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-20 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-21 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-22 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-23 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-24 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-25 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-26 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-27 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-28 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-29 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-30 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-08-31 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-01 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-02 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-03 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-04 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-05 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-06 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-07 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-08 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-09 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-10 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-11 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-12 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-13 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-14 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-15 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-16 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-17 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-18 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-19 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-20 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-21 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-22 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-23 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-24 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-25 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-26 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-27 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-28 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-29 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-09-30 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-01 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-02 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-03 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-04 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-05 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-06 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-07 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-08 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-09 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-10 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-11 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-12 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-13 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-14 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-15 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-16 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-17 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-18 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-19 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-20 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-21 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-22 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-23 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-24 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-25 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-26 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-27 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-28 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-29 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-30 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-10-31 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-11-01 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-11-02 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-11-03 | $0.82 | $1,805,103,000 | 1 / 1 |
| 2026-11-04 | $0.82 | $1,805,103,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 1 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.
2 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.