CapIQ
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-28.
Herbalife's forward tape is thin — two to three analysts on FY2026 and FY2027, one on FY2028 — and it has been cut at the earnings line: FY2027 normalized EPS consensus sits about 10% below where it stood 180 days ago, while FY2027 revenue drifted up about 2% over the same window. The last 90 days ran the other way, with EPS back up roughly 4% as revenue eased about 1%, and nothing has moved in the past 30 days. The company has still beaten normalized-EPS consensus in seven of the last eight quarters, but the surprise has decayed from 89% to 5%. What the tape does carry is leverage: 2-5% revenue growth translating into 17-23% normalized EPS growth each year through FY2028.
Coverage caution: two to three analysts on the forward years, one on FY2028
FY2026 and FY2027 normalized EPS each carry two estimates; revenue and EBITDA carry three. FY2028 revenue, EBITDA and EPS all come from one analyst, so the low and high there are that analyst's own number. Treat the outer year as one view, not a consensus.
FY2027 EPS consensus is 10% below where it stood 180 days ago; revenue is up 2%
Over the last 90 days the direction reverses — EPS up about 4% while revenue eases about 1% — so part of the 180-day cut has been taken back. Nothing has moved in the past 30 days on either line. Only two analysts carry the FY2027 EPS number, so a single revision moves the mean.
Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.
| Metric | FY | 180d | 90d | 30d | Now | Δ90d |
|---|---|---|---|---|---|---|
| EPS (normalized) | FY2027 | $3.49 | $3.03 | $3.15 | $3.15 | +4.0% |
| Revenue | FY2027 | $5.25bn | $5.43bn | $5.37bn | $5.37bn | -1.1% |
Seven normalized-EPS beats in eight quarters, but the surprise has shrunk from 89% to 5%
Current sequences by metric: Revenue: 3 consecutive beats; EPS (normalized): 1 consecutive beat.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q1 FY2026 | Revenue | $1.31bn | $1.32bn | +0.2% | Beat |
| Q1 FY2026 | EPS (normalized) | $0.61 | $0.64 | +5.4% | Beat |
| Q4 FY2025 | Revenue | $1.24bn | $1.28bn | +3.1% | Beat |
| Q4 FY2025 | EPS (normalized) | $0.48 | $0.45 | -5.6% | Miss |
| Q3 FY2025 | Revenue | $1.27bn | $1.27bn | +0.6% | Beat |
| Q3 FY2025 | EPS (normalized) | $0.46 | $0.50 | +8.4% | Beat |
| Q2 FY2025 | Revenue | $1.27bn | $1.26bn | -1.0% | Miss |
| Q2 FY2025 | EPS (normalized) | $0.50 | $0.59 | +18.6% | Beat |
| Q1 FY2025 | Revenue | $1.23bn | $1.22bn | -0.3% | Miss |
| Q1 FY2025 | EPS (normalized) | $0.41 | $0.59 | +44.9% | Beat |
| Q4 FY2024 | Revenue | $1.19bn | $1.21bn | +1.1% | Beat |
| Q4 FY2024 | EPS (normalized) | $0.22 | $0.36 | +64.0% | Beat |
| Q3 FY2024 | Revenue | $1.25bn | $1.24bn | -1.0% | Miss |
| Q3 FY2024 | EPS (normalized) | $0.30 | $0.57 | +89.4% | Beat |
| Q2 FY2024 | Revenue | $1.33bn | $1.28bn | -3.6% | Miss |
| Q2 FY2024 | EPS (normalized) | $0.39 | $0.54 | +37.1% | Beat |
Consensus carries heavy operating leverage: 2-5% revenue growth, 17-23% EPS growth to FY2028
EBITDA growth accelerates across the window while revenue growth stays in the low single digits. The FY2028 column is one analyst's model rather than a consensus.
Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.
| Metric | FY2025A | FY2026E | FY2027E | FY2028E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|---|
| Revenue | $5.00bn | $5.24bn | $5.37bn | $5.60bn | — | 4 | $4.99bn / $5.02bn |
| EBITDA | $646.92m | $674.08m | $724.66m | $800.80m | — | 4 | $629.36m / $654.00m |
| EPS (normalized) | $2.16 | $2.56 | $3.15 | $3.69 | — | 3 | $2.12 / $2.20 |
The street clusters within 1% on FY2027 revenue but splits 1.74 to 2.68 on FY2026 GAAP EPS
FY2027 GAAP EPS is similarly wide at 2.55 to 3.10. Revenue and EBITDA are far tighter, which places the disagreement between EBITDA and reported earnings rather than in the top line.
Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.
| Metric | Period | Mean | Low–high | Spread/mean | Analysts |
|---|---|---|---|---|---|
| EPS (GAAP) | FY2026E | $2.23 | $1.74–$2.68 | 42.2% | 3 |
| EPS (GAAP) | FY2027E | $2.83 | $2.55–$3.10 | 19.5% | 3 |
| EBITDA | FY2027E | $724.66m | $704.97m–$735.00m | 4.1% | 3 |
| Revenue | FY2027E | $5.37bn | $5.35bn–$5.41bn | 1.2% | 3 |
Three price targets spanning 9 to 25, and a rating mix with no holds
The mean target of 18.33 sits below the median of 21, pulled down by the single low target of 9. Ratings run two buy, one outperform and one underperform, with no holds or sells. This source carries no current share price, so none of it implies upside.
Currency: USD · Scale: money in millions, absolute · Analyst counts shown explicitly.
| Street view | Reading | Analysts |
|---|---|---|
| Recommendation mix | Buy 2, Outperform 1, Hold 0, Underperform 1, Sell 0 | 4 |
| Consensus score | 2.00 | 4 |
| Target price | mean $18.33; median $21.00; high $25.00; low $9.00 | 3 |