Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Unisys Corp. (UIS)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$2.35-0.42%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyInformation Technology 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
1.02 → 1.02 EPS · FY ending Dec 31, 2027 · 3 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 3 to 3; 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 UIS 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 |
|---|---|---|---|---|
ClearPath revenue reaches approximately $425 million | Unisys aims to grow ClearPath revenue to about $425 million in 2026. | Intact | ClearPath revenue falls below $415 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast 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 a turnaround-style thesis rather than a durable compounder today. The thesis is in a watch state: the recent earnings signal shifted from mildly favorable to mixed, and performance remains below its industry cohort.
UIS is described as cheap versus peers, but the expectations gap is negative, meaning the market outlook embedded in the valuation is more favorable than the model’s view. The evidence does not show concentrated fragility in pricing, though the valuation model has only medium confidence.
Near term, results are mixed: second-quarter revenue fell 2.0% year over year, while non-GAAP operating margin declined to 5.3% from 7.6% a year earlier and remains below management’s 9% to 11% goal. ClearPath revenue also fell, and recent history includes an earnings miss after two earlier beats; management has reaffirmed its margin guidance, but progress toward its stated goals is limited.
Over the next one to three years, the thesis hinges on whether margins recover toward management’s stated range and ClearPath revenue improves toward its full-year goal. A guidance reversal after the recent increase would damage credibility; lower interest rates and steadier results from large technology peers could provide a more supportive sector backdrop, but do not resolve UIS’s execution challenges.
The multi-year view remains uncertain: UIS has a peer-relative valuation case, but current operating results and execution against stated priorities leave the business on watch. 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 Unisys Corp.'s published investment case. The stated target is >= -$25 million. |
| Intact |
| Free cash flow falls below negative $30 million in FY26 |
Free cash flow: $-38.3M FY2026-Q2; GAAP. Published target: >= -$25 million. Annual target cannot be compared with a quarterly or TTM observation. Jul 30, 2026-38,300,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Non-GAAP operating profit margin between 9% and 11% | It targets an operating profit margin between 9% and 11%. | Improving | Operating margin falls below 8% in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast 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.
$1.21 → $1.02 · observed estimates
$1.95B → $1.94B · 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 | $1.21 | $1,952,598,720 | 3 / 4 |
| 2026-07-25 | $1.21 | $1,947,500,000 | 5 / 4 |
| 2026-07-26 | $1.17 | $1,943,998,720 | 3 / 3 |
| 2026-07-27 | $1.17 | $1,947,500,000 | 5 / 4 |
| 2026-07-28 | $1.17 | $1,947,500,000 | 5 / 4 |
| 2026-07-29 | $1.17 | $1,943,998,720 | 3 / 4 |
| 2026-07-30 | $1.17 | $1,944,000,000 | 5 / 5 |
| 2026-07-31 | $1.16 | $1,941,980,000 | 3 / 4 |
| 2026-08-01 | $1.16 | $1,941,980,000 | 3 / 4 |
| 2026-08-02 | $1.06 | $1,937,540,000 | 5 / 5 |
| 2026-08-03 | $1.06 | $1,937,540,000 | 5 / 5 |
| 2026-08-04 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-05 | $1.06 | $1,937,540,000 | 5 / 5 |
| 2026-08-06 | $1.06 | $1,937,540,000 | 5 / 5 |
| 2026-08-08 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-09 | $1.06 | $1,937,540,000 | 5 / 5 |
| 2026-08-10 | $1.06 | $1,937,540,000 | 5 / 5 |
| 2026-08-12 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-13 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-14 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-15 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-16 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-17 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-18 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-19 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-20 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-21 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-22 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-23 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-24 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-25 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-26 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-27 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-28 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-29 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-30 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-08-31 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-01 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-02 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-03 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-04 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-05 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-06 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-07 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-08 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-09 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-10 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-11 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-12 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-13 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-14 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-15 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-16 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-17 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-18 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-19 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-20 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-21 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-22 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-23 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-24 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-25 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-26 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-27 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-28 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-29 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-09-30 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-10-01 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-10-02 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-10-03 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-10-04 | $1.06 | $1,937,540,000 | 3 / 4 |
| 2026-10-05 | $1.02 | $1,937,540,000 | 3 / 4 |
| 2026-10-06 | $1.02 | $1,937,540,000 | 3 / 4 |
| 2026-10-07 | $1.02 | $1,937,540,000 | 3 / 4 |
| 2026-10-08 | $1.02 | $1,937,540,000 | 3 / 4 |
| 2026-10-09 | $1.02 | $1,937,540,000 | 3 / 4 |
| 2026-10-10 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-11 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-12 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-13 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-14 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-15 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-16 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-17 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-18 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-19 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-20 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-21 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-22 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-23 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-24 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-25 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-26 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-27 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-28 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-29 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-30 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-10-31 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-11-01 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-11-02 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-11-03 | $1.02 | $1,937,547,340 | 3 / 4 |
| 2026-11-04 | $1.02 | $1,937,547,340 | 3 / 4 |
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 · 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.