Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Virco Mfg. Corp. (VIRC)
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
$6.21+1.14%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 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
0.22 → 0.22 EPS · FY ending Jan 31, 2028 · 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 VIRC 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 |
|---|---|---|---|---|
Quarterly dividend of $0.025 per share maintained | The company keeps paying a steady dividend of $0.025 per share. | Intact | Dividend cut below $0.025 per share | Dividend per share: $0.03 per share FY2027-Q2; GAAP. Published target: >= $0.025 per share. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Sep 4, 20260.025 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. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 14, 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 recovery story, not a steady earnings compounder, because recent results have been uneven and the business has been loss-making overall. The thesis is on watch: operating income improved in the latest quarter, but confidence is medium and performance remains below its industry cohort.
VIRC is rated cheap versus peers, while the evidence also indicates a sizable gap between current expectations and the valuation model. The priced-in assessment calls the valuation concern unjustified, but this does not remove the risks from losses, elevated risk, or erratic earnings.
Near term, results may remain uneven: operating income improved to positive territory in 2026-Q3 after losses in the first two quarters, while revenue was lower than a year earlier. Management reports improving demand after new school budgets and is investing in new customers, but revenue growth remains unproven; the quarterly dividend has continued.
The next earnings call is a key near-term test, since a guidance cut would be a meaningful negative and recent earnings have been erratic. Over the multi-year view, the case depends on revenue improving and operating income staying positive; sector bellwethers’ results could either support or weaken the broader backdrop.
Over the next 1 to 3 years, VIRC remains a higher-risk recovery thesis with a cheap-versus-peers valuation, but lasting progress depends on more consistent earnings and revenue growth. 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.
Stated in 3 of 3 supplied quarters. Management reported: “On September 3, 2026, the Company’s Board of Directors declared a cash dividend for the Company’s third fiscal quarter of $0.025 on each outstanding share of common stock.” “On June 2, 2026, the Company’s Board of Directors declared a cash dividend for the Company’s second fiscal quarter of $0.025 on each outstanding share of common stock.”
Operating loss narrows to no worse than -$3.66 million next quarter | A primary condition in Virco Mfg. Corp.'s published investment case. The stated target is >= -$3.66 million. | Intact | Operating loss worsens beyond -$5 million next quarter | Operating income: $10.547M FY2027-Q2; GAAP. Published target: >= -$3.66 million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Sep 4, 202610,547,000 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. Management contextStated in 3 of 3 supplied quarters. Management reported: “The Company’s domestically-based fabrication and service model continues to deliver good control over cost of goods sold and inventory levels, excellence of delivery and customer service, and of course product quality.” “Given this relatively neutral trend line, management is continuing to moderate expenses and investments.” Operating income was $-1.693 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Revenue grows to at least $30.7 million next quarter | A primary condition in Virco Mfg. Corp.'s published investment case. The stated target is >= $30.7 million. | Intact | Revenue falls below $26 million next quarter | Revenue: $87.466M FY2027-Q2; GAAP. Published target: >= $30.7 million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Sep 4, 202687,466,000 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.
$0.33 → $0.22 · observed estimates
$0.20B → $0.20B · 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 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-25 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-26 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-27 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-28 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-29 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-30 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-07-31 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-01 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-02 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-03 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-04 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-05 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-06 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-08 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-09 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-10 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-12 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-13 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-14 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-15 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-16 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-17 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-18 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-19 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-20 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-21 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-22 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-23 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-24 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-25 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-26 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-27 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-28 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-29 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-30 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-08-31 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-01 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-02 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-03 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-04 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-05 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-06 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-07 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-08 | $0.33 | $200,400,000 | 1 / 1 |
| 2026-09-09 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-10 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-11 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-12 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-13 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-14 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-15 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-16 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-17 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-18 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-19 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-20 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-21 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-22 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-23 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-24 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-25 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-26 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-27 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-28 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-29 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-09-30 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-01 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-02 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-03 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-04 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-05 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-06 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-07 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-08 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-09 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-10 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-11 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-12 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-13 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-14 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-15 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-16 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-17 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-18 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-19 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-20 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-21 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-22 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-23 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-24 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-25 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-26 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-27 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-28 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-29 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-30 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-10-31 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-11-01 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-11-02 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-11-03 | $0.22 | $196,800,000 | 1 / 1 |
| 2026-11-04 | $0.22 | $196,800,000 | 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.