Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
TOMI Environmental Solutions Inc (TOMZ)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-11-05
$2.18-2.24%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 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
0.12 → 0.12 EPS · FY ending Dec 31, 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 6, 2026 to Nov 5, 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 TOMZ 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 |
|---|---|---|---|---|
Sustain gross profit improvement near $832K per quarter | Gross profit improved from $216K to $832K in Q1, showing better efficiency. | Improving | gross profit falls below $700,000 per quarter | Gross profit: $1.385M FY2026-Q2; GAAP. Published target: gross profit >= $830,000 per quarter. Target period is not explicitly aligned with this observation. Aug 14, 20261,385,306 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 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 6, 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 yet a proven durable compounder: it remains loss-making, recent financial performance is weak, and management execution has been volatile. The thesis is on watch, though the signal recently shifted from cautious to mixed.
The valuation evidence is mixed: TOMZ is described as cheap versus peers, but also carries a 59% premium to peers, and model confidence is low. The expectations gap is negative, while the priced-in assessment is tagged justified with low fragility; this suggests neither a clear cushion nor unusually concentrated expectations.
Near term, revenue growth is strong: quarterly revenue rose from $1.65 million to $2.25 million year over year, and management reaffirmed at least $12 million in 2026 revenue, supported by a $35 million sales pipeline. BIT Solution consumable sales exceeded $700,000 mid-year, but the recurring-revenue priority is rated mixed; the Carbonium Core merger was terminated, and a CFO transition adds a change to monitor. The next results carry meaningful uncertainty because the company is small and recent earnings surprises have been erratic.
The multi-year case depends on delivering the 2026 revenue goal and expanding recurring BIT Solution sales. Near term, a guidance cut after reaffirmation would be a material setback, while continued earnings strength and higher guidance from industrial peers could support the sector backdrop. Misses or lower guidance from those peers could remove that support.
Over the next 1 to 3 years, TOMZ’s thesis rests on converting fast revenue growth into steadier business results, with losses, management volatility, and execution risk still important concerns. The evidence is mixed, and the next guidance update is a key test. 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.
| A supporting condition in TOMI Environmental Solutions Inc's published investment case. The stated target is compliance achieved by end of 2026. |
| Intact |
| failure to regain compliance by end 2026 |
Qualitative condition This condition has no defined numerical measure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve at least $12M revenue in 2026 | A primary condition in TOMI Environmental Solutions Inc's published investment case. The stated target is >= $12 million. | Intact | revenue falls below $10 million in FY26 | Revenue: $2.247M FY2026-Q2; GAAP. Published target: >= $12 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 20262,246,909 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. |
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.
$0.04 → $0.12 · observed estimates
$0.02B → $0.02B · 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 | $0.04 | $18,172,000 | 1 / 1 |
| 2026-07-25 | $0.04 | $18,172,000 | 1 / 1 |
| 2026-07-26 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-07-27 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-07-28 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-07-29 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-07-30 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-07-31 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-01 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-02 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-03 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-04 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-05 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-06 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-08 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-09 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-10 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-12 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-13 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-14 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-15 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-16 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-17 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-18 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-19 | $0.10 | $18,172,000 | 1 / 1 |
| 2026-08-20 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-21 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-22 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-23 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-24 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-25 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-26 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-27 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-28 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-29 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-30 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-08-31 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-01 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-02 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-03 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-04 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-05 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-06 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-07 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-08 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-09 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-10 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-11 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-12 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-13 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-14 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-15 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-16 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-17 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-18 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-19 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-20 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-21 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-22 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-23 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-24 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-25 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-26 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-27 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-28 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-29 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-09-30 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-01 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-02 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-03 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-04 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-05 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-06 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-07 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-08 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-09 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-10 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-11 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-12 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-13 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-14 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-15 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-16 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-17 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-18 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-19 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-20 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-21 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-22 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-23 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-24 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-25 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-26 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-27 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-28 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-29 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-30 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-10-31 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-11-01 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-11-02 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-11-03 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-11-04 | $0.12 | $18,172,000 | 1 / 1 |
| 2026-11-05 | $0.12 | $18,172,000 | 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 · 0 Hold · 0 Sell / Strong Sell
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.