Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
TUTOR PERINI CORPORATION (TPC)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-04
$83.13+0.34%
Close 2026-11-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 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
5.09 → 5.09 EPS · FY ending Dec 31, 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 TPC 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 |
|---|---|---|---|---|
Generate stable cash from operating activities | A primary condition in TUTOR PERINI CORPORATION's published investment case. The stated target is Maintain cash from operations near $147 million or higher. | Broken | Cash from operations falls significantly below $147 million | Cash from operations: $187.266M FY2026-Q2; GAAP. Published target: Maintain cash from operations near $147 million or higher. Target period is not explicitly aligned with this observation. Aug 5, 2026187,266,000 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. |
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.
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.
This is an execution-led industrials business with a multi-year view supported by recent strong results and a near-record backlog. The thesis is intact, though elevated risk, a sector headwind, and a recent CEO transition add uncertainty.
The evidence labels valuation expensive overall, while also indicating TPC is cheap versus peers; these measures point to mixed relative signals. The expectations gap is negative, but confidence is medium, and the evidence does not show a high-fragility setup.
Near term, results have been strong: management raised 2026 adjusted earnings guidance after record second-quarter revenue, while operating cash flow and backlog have grown. These priorities remain on track, but the sector backdrop is a headwind and a reversal of the recent guidance increase would raise credibility concerns.
The multi-year thesis depends on management sustaining earnings, cash-flow, and backlog progress after the CEO transition. In the near term, continued strength from industrial peers could support the sector backdrop, while missed results or lower guidance from those peers could remove that support.
TPC’s long-term thesis is intact, with operating progress offset by elevated risk, sector uncertainty, and mixed valuation signals. The 1-3 year view hinges on continued execution and whether the sector backdrop improves or weakens. 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.
Maintain dividend per share at $0.06 | It pays a steady $0.06 dividend per share. | Intact | Dividend per share falls below $0.06 | Dividend per share: $0.09 per share FY2026-Q3; GAAP. Published target: Dividend per share >= $0.06. Target period is not explicitly aligned with this observation. Nov 4, 20260.09 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. |
Maintain 2026 EPS guidance of $4.90 to $5.30 | A primary condition in TUTOR PERINI CORPORATION's published investment case. The stated target is >= $4.90 EPS and <= $5.30 EPS. | Broken | EPS guidance falls below $4.90 for FY26 | Diluted EPS: $0.39 per share FY2026-Q3; GAAP. Published target: >= $4.90 EPS and <= $5.30 EPS. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20260.39 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. Management contextStated in 3 of 3 supplied quarters. Management reported: “2 Raising 2026 Guidance Based on the Company's record results through the third quarter of 2026 and management's strong confidence in its performance trajectory for the remainder of the year, the Company is raising its 2026 Adjusted EPS guidance to the range of $5.90 to $6.10, up from the previous range of $5.15 to $5.45.” “2 Outlook and Increased Guidance Based on the Company's strong results through the second quarter of 2026 and management's sustained confidence in its performance trajectory for the remainder of the year, the Company is raising its 2026 Adjusted EPS guidance to the range of $5.15 to $5.45 (up from the previous range of $4.90 to $5.30).” 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.
$6.09 → $5.09 · observed estimates
$6.92B → $7.15B · 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 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-07-25 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-07-26 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-07-27 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-07-28 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-07-29 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-07-30 | $4.69 | $6,954,020,071 | 2 / 2 |
| 2026-07-31 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-08-01 | $4.69 | $6,954,020,071 | 2 / 2 |
| 2026-08-02 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-08-03 | $4.69 | $6,954,029,471 | 2 / 2 |
| 2026-08-04 | $4.69 | $6,954,029,471 | 2 / 2 |
| 2026-08-05 | $4.69 | $6,954,029,471 | 2 / 2 |
| 2026-08-06 | $6.09 | $6,917,256,340 | 4 / 3 |
| 2026-08-08 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-09 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-10 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-12 | $6.07 | $7,188,073,580 | 3 / 4 |
| 2026-08-13 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-14 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-15 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-16 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-17 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-18 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-19 | $5.02 | $7,134,910,867 | 2 / 2 |
| 2026-08-20 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-21 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-22 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-23 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-24 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-25 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-26 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-27 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-28 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-29 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-30 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-08-31 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-01 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-02 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-03 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-04 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-05 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-06 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-07 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-08 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-09 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-10 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-11 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-12 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-13 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-14 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-15 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-16 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-17 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-18 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-19 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-20 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-21 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-22 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-23 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-24 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-25 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-26 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-27 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-28 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-29 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-09-30 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-01 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-02 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-03 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-04 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-05 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-06 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-07 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-08 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-09 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-10 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-11 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-12 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-13 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-14 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-15 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-16 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-17 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-18 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-19 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-20 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-21 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-22 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-23 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-24 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-25 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-26 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-27 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-28 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-29 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-30 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-10-31 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-11-01 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-11-02 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-11-03 | $5.09 | $7,154,910,867 | 2 / 3 |
| 2026-11-04 | $5.09 | $7,154,910,867 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 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.