Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Versigent PLC (VGNT)
NYSEConsumer DiscretionaryElectrical Equipment & PartsSnapshot 2026-11-04
$40.28-4.03%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryElectrical Equipment & PartsSnapshot 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
7.83 → 7.84 EPS · FY ending Dec 31, 2027 · 5 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 5 to 5; 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 VGNT 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 |
|---|---|---|---|---|
Free cash flow reaches up to $1 billion by FY28 | Free cash flow could reach $1 billion by 2028. | Broken | free cash flow remains below $500M by FY28 | Free cash flow: $107M FY2026-Q2; GAAP. Published target: <= $1B. Annual target cannot be compared with a quarterly or TTM observation. Aug 4, 2026107,000,000 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. |
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.
Review earningsObserved 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-dependent growth and cash-flow thesis, not a clearly established durable compounder or turnaround. Management has reaffirmed its main goals, but the overall thesis state is insufficient because there is not enough recent financial history to assess it.
The evidence tags expectations as justified and reports low fragility, meaning it does not flag obvious signs that the setup is unusually fragile. The expectations-gap measure is negative, but the snapshot does not define its scale or direction, so it does not support a clear claim about whether valuation is cheap, fair, or expensive versus peers.
Near term, revenue rose year over year in the second quarter, management raised and tightened full-year revenue guidance, and adjusted EBITDA margin improved from the first quarter. Free cash flow was $107 million in the second quarter, while the 2026 guidance and 2028 goal remain to be proven; the evidence also notes a recent earnings miss and a low, not absent, risk of missing.
Over the multi-year view, the thesis hinges on turning the stated path to $1 billion of free cash flow by 2028 into sustained results and continuing margin improvement. Near term, a guidance cut would be a meaningful negative; continued strong results from the cited sector bellwethers could support the sector backdrop, while misses or lower guidance could weaken it.
The operating evidence is encouraging, but confidence has fallen from medium to low and the available history is too limited for a firm read on the long-term thesis. 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.
| The CEO sees momentum despite copper price headwinds. |
| Improving |
| CEO or management signals loss of momentum or growth cut |
Qualitative: CEO cites momentum; FCF $275M-$325M vs $1B target CEO sees momentum; recent earnings beats; FCF guidance $275M-$325M. 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. |
Versigent's revenue reaches about $9.15 billion in FY26 | Versigent is growing revenue near $9.15 billion in 2026. | Intact | revenue falls below $9.1B in FY26 | Revenue: $2.45B FY2026-Q3; GAAP. Published target: ~$9.15B. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20262,450,000,000 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.
$7.73 → $7.84 · observed estimates
$9.65B → $9.81B · 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 | $7.73 | $9,654,385,439 | 7 / 6 |
| 2026-07-25 | $7.64 | $9,659,813,420 | 11 / 10 |
| 2026-07-26 | $7.64 | $9,659,813,420 | 11 / 10 |
| 2026-07-27 | $7.64 | $9,659,813,420 | 11 / 10 |
| 2026-07-28 | $7.64 | $9,659,813,420 | 11 / 10 |
| 2026-07-29 | $7.73 | $9,654,385,439 | 7 / 6 |
| 2026-07-30 | $7.73 | $9,654,385,439 | 7 / 6 |
| 2026-07-31 | $7.64 | $9,659,813,420 | 11 / 10 |
| 2026-08-01 | $7.73 | $9,654,385,439 | 7 / 6 |
| 2026-08-02 | $7.62 | $9,658,013,420 | 10 / 10 |
| 2026-08-03 | $7.73 | $9,652,730,894 | 7 / 6 |
| 2026-08-04 | $7.73 | $9,652,730,894 | 7 / 6 |
| 2026-08-05 | $7.62 | $9,658,013,420 | 10 / 10 |
| 2026-08-06 | $7.73 | $9,652,730,894 | 7 / 6 |
| 2026-08-08 | $7.80 | $9,774,622,070 | 10 / 10 |
| 2026-08-09 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-10 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-12 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-13 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-14 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-15 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-16 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-17 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-18 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-19 | $7.85 | $9,776,644,034 | 7 / 6 |
| 2026-08-20 | $7.86 | $9,805,508,437 | 7 / 6 |
| 2026-08-21 | $7.86 | $9,805,508,437 | 7 / 6 |
| 2026-08-22 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-23 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-24 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-25 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-26 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-27 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-28 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-29 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-30 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-08-31 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-01 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-02 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-03 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-04 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-05 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-06 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-07 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-08 | $7.86 | $9,805,508,437 | 5 / 7 |
| 2026-09-09 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-10 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-11 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-12 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-13 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-14 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-15 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-16 | $7.82 | $9,790,108,437 | 5 / 7 |
| 2026-09-17 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-18 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-19 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-20 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-21 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-22 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-23 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-24 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-25 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-26 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-27 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-28 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-29 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-09-30 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-10-01 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-10-02 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-10-03 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-10-04 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-10-05 | $7.83 | $9,788,438,852 | 5 / 7 |
| 2026-10-06 | $7.82 | $9,797,586,630 | 5 / 7 |
| 2026-10-07 | $7.82 | $9,797,586,630 | 5 / 7 |
| 2026-10-08 | $7.78 | $9,793,377,035 | 5 / 7 |
| 2026-10-09 | $7.78 | $9,793,377,035 | 5 / 7 |
| 2026-10-10 | $7.78 | $9,793,377,035 | 5 / 7 |
| 2026-10-11 | $7.78 | $9,801,154,813 | 5 / 7 |
| 2026-10-12 | $7.78 | $9,801,154,813 | 5 / 7 |
| 2026-10-13 | $7.78 | $9,801,154,813 | 5 / 7 |
| 2026-10-14 | $7.84 | $9,816,539,332 | 5 / 7 |
| 2026-10-15 | $7.84 | $9,816,539,332 | 5 / 7 |
| 2026-10-16 | $7.84 | $9,814,039,332 | 5 / 7 |
| 2026-10-17 | $7.84 | $9,814,039,332 | 5 / 7 |
| 2026-10-18 | $7.84 | $9,814,039,332 | 5 / 7 |
| 2026-10-19 | $7.84 | $9,814,039,332 | 5 / 7 |
| 2026-10-20 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-21 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-22 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-23 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-24 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-25 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-26 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-27 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-28 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-29 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-30 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-10-31 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-11-01 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-11-02 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-11-03 | $7.84 | $9,814,539,332 | 5 / 7 |
| 2026-11-04 | $7.84 | $9,814,539,332 | 5 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
1 raises · 0 cuts · 0 unchanged · 1 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.
2 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.