Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Universal Electronics Inc (UEIC)
NASDAQInformation TechnologyConsumer ElectronicsSnapshot 2026-11-04
$5.18-1.52%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyConsumer ElectronicsSnapshot 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
0.55 → 0.55 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 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 UEIC 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 |
|---|---|---|---|---|
Maintain credit agreement flexibility | New leadership and credit flexibility support a recovery. | Intact | Credit limits reduced or financial flexibility impaired | Qualitative condition This condition has no defined numerical measure. 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. |
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 5, 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 small-company turnaround case, not a proven durable compounder. The multi-year view is in a watch state: recent financial performance remains below its industry cohort, but has not freshly broken.
The valuation evidence is mixed. UEIC is described as cheap versus peers, while the valuation premium versus peers is also reported as positive, and the expectations gap is negative. Overall, the snapshot labels pricing as justified with low fragility, but confidence is medium and the valuation measure rose recently.
Near term, cost reductions have helped operating income despite lower revenue, while management has reaffirmed 2026 adjusted earnings guidance. That support is limited by falling sales, a volatile management profile, and high overall risk; the CEO transition adds uncertainty.
The key near-term test is whether management maintains its reaffirmed guidance despite revenue pressure. A guidance cut would weaken the thesis, while rate cuts or steadier results from major technology companies could improve the sector backdrop. Over the multi-year view, the central question is whether cost discipline can be matched by a recovery in revenue.
UEIC’s 1-to-3-year thesis depends on earnings guidance holding and revenue pressure easing, with cost reductions providing some support but not yet resolving the business weakness. 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.
| Universal Electronics aims for full-year 2026 EPS between $0.45 and $0.65. |
| Intact |
| EPS falls below $0.45 or above $0.65 in FY26 |
Diluted EPS: $0.12 per share FY2026-Q2; GAAP. Published target: >= $0.45 and <= $0.65. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 20260.12 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 2 of 2 supplied quarters. Management reported: “1 Financial Outlook We continue to expect adjusted non‑GAAP diluted earnings per share to be in the range of $0.45 to $0.65 for the fiscal year ending December 31, 2026, compared to $0.31 per share in fiscal 2025, consistent with our prior guidance.” “We expect adjusted non‑GAAP diluted earnings per share to be in the range of $0.45 to $0.65, compared to $0.31 per share in fiscal 2025.” Delivery assessment Nov 4, 2026 |
Revenue decline in 2026 with Q1 at $79 million | A primary condition in Universal Electronics Inc's published investment case. The stated target is >= $79 million in 2026-Q1. | Broken | Revenue falls below $79 million in 2026-Q1 | Revenue: $73.238M FY2026-Q2; GAAP. Published target: >= $79 million in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 202673,238,000 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.
$0.65 → $0.55 · observed estimates
$0.33B → $0.31B · 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 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-25 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-26 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-27 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-28 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-29 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-30 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-07-31 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-01 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-02 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-03 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-04 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-05 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-06 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-08 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-09 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-10 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-12 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-13 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-14 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-15 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-16 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-17 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-18 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-19 | $0.65 | $331,900,000 | 1 / 1 |
| 2026-08-20 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-21 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-22 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-23 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-24 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-25 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-26 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-27 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-28 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-29 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-30 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-08-31 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-01 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-02 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-03 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-04 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-05 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-06 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-07 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-08 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-09 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-10 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-11 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-12 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-13 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-14 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-15 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-16 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-17 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-18 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-19 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-20 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-21 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-22 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-23 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-24 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-25 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-26 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-27 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-28 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-29 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-09-30 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-01 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-02 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-03 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-04 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-05 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-06 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-07 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-08 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-09 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-10 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-11 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-12 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-13 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-14 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-15 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-16 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-17 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-18 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-19 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-20 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-21 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-22 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-23 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-24 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-25 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-26 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-27 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-28 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-29 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-30 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-10-31 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-11-01 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-11-02 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-11-03 | $0.55 | $308,400,000 | 1 / 1 |
| 2026-11-04 | $0.55 | $308,400,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 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.
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.