Expectations trend
FY2027 · fiscal year ending 2027-12-28 · fmp
NASDAQIndustrialsFurnishings, Fixtures & AppliancesSnapshot 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
2.42 → 2.43 EPS · FY ending Dec 28, 2027 · 2 analysts
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 2 to 2; 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 TILE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Gross margin near 38.5%-39% | A primary condition in Interface, Inc.'s published investment case. The stated target is >=38.5% gross margin. | Intact | Gross margin falls below 37% in FY26 | Gross margin: 45% FY2026-Q2; GAAP. Published target: >=38.5% gross margin. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 202645.004524 percent · calculatedLast 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.
Nov 6, 2026
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 cyclical industrial business with improving execution, rather than a turnaround or speculative growth story. The long-term thesis is intact, with recent financial performance holding in the top half of its industry.
TILE is described as cheap versus peers, and the evidence shows limited fragility in what is priced in. The expectations gap is slightly negative, suggesting expectations are a little ahead of the model, so the low peer valuation does not remove execution risk.
Near term, recent results show stronger revenue, gross margin, and operating income, and management’s priorities in these areas are on track. Two recent earnings beats and a recent guidance increase support that progress, though a past deep miss and a downward trend in earnings surprises warrant caution.
Over the next few quarters, the thesis depends on TILE sustaining growth and margin gains without reversing its recently raised guidance. The sector backdrop is a headwind: continued strength from HNI, MLKN, and MBC could support the industrials group, while misses or lower guidance from those companies could weaken that support.
For the 1-3 year view, TILE has improving fundamentals and a low peer valuation, but the thesis still depends on consistent execution amid a challenging sector backdrop. 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.
| Operating income rises steadily, showing good cost control. |
| Intact |
| Operating income declines below $23M in any quarter |
Operating income: $74.916M FY2026-Q2; GAAP. Published target: Operating income >= $32M in Q1 2026 and growing. Target period is not explicitly aligned with this observation. Aug 11, 202674,916,000 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. |
Revenue grows at least 6% annually | A primary condition in Interface, Inc.'s published investment case. The stated target is >=6% YoY revenue growth. | Under Pressure | YoY revenue growth falls below 6% in FY26 | Revenue: $395.698M FY2026-Q2; GAAP. Published target: >=6% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 2026395,698,000 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. |
Valuation remains attractive versus peers | The company trades cheaply compared to peers with a PE of 15.9 versus 27. | Intact | PE rises above peer median of 27 without earnings growth | P/E (TTM): 16.80x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202616.8033 ratio · calculatedLast 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.
$2.33 → $2.43 · observed estimates
$1.55B → $1.55B · 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 | $2.33 | $1,547,953,500 | 2 / 3 |
| 2026-07-25 | $2.33 | $1,547,953,500 | 2 / 3 |
| 2026-07-26 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-07-27 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-07-28 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-07-29 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-07-30 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-07-31 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-01 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-02 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-03 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-04 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-05 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-06 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-08 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-09 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-10 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-12 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-13 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-14 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-15 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-16 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-17 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-18 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-19 | $2.35 | $1,548,978,500 | 2 / 3 |
| 2026-08-20 | $2.43 | $1,555,703,563 | 2 / 3 |
| 2026-08-21 | $2.43 | $1,555,703,563 | 2 / 3 |
| 2026-08-22 | $2.43 | $1,555,703,563 | 2 / 3 |
| 2026-08-23 | $2.43 | $1,555,703,563 | 2 / 3 |
| 2026-08-24 | $2.43 | $1,555,703,563 | 2 / 3 |
| 2026-08-25 | $2.43 | $1,555,703,563 | 2 / 3 |
| 2026-08-26 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-08-27 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-08-28 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-08-29 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-08-30 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-08-31 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-01 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-02 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-03 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-04 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-05 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-06 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-07 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-08 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-09 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-10 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-11 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-12 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-13 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-14 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-15 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-16 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-17 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-18 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-19 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-20 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-21 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-22 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-23 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-24 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-25 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-26 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-27 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-28 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-29 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-09-30 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-01 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-02 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-03 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-04 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-05 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-06 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-07 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-08 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-09 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-10 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-11 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-12 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-13 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-14 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-15 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-16 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-17 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-18 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-19 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-20 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-21 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-22 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-23 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-24 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-25 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-26 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-27 | $2.42 | $1,555,703,563 | 2 / 3 |
| 2026-10-28 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-10-29 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-10-30 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-10-31 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-11-01 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-11-02 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-11-03 | $2.43 | $1,546,438,713 | 2 / 3 |
| 2026-11-04 | $2.43 | $1,546,438,713 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 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.