Janus International Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Janus International Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
The quarterly results for Janus International Group, Inc. (NYSE:JBI) were released last week, making it a good time to revisit its performance. Janus International Group reported US$255m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$0.21 beat expectations, being 8.0% higher than what the analysts expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
骏利国际集团有限公司（纽约证券交易所代码：JBI）的季度业绩于上周公布，这是重新审视其业绩的好时机。骏利国际集团公布的收入为2.55亿美元，与分析师的预测大致一致，尽管法定每股收益（EPS）为0.21美元，超出预期，比分析师的预期高出8.0％。对于投资者来说，盈利是一个重要时刻，因为他们可以追踪公司的业绩，查看分析师对明年的预测，看看对公司的情绪是否发生了变化。我们认为，读者会发现分析师对明年最新（法定）财报后的预测很有趣。
Following the latest results, Janus International Group's seven analysts are now forecasting revenues of US$1.10b in 2024. This would be a modest 3.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 3.8% to US$1.00. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.10b and earnings per share (EPS) of US$1.00 in 2024. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
根据最新业绩，骏利国际集团的七位分析师现在预测2024年的收入为11.0亿美元。与过去12个月相比，收入将略有增长3.3％。预计每股法定收益将增长3.8％，至1.00美元。然而，在最新财报公布之前，分析师曾预计2024年的收入为11.0亿美元，每股收益（EPS）为1美元。因此，很明显，尽管分析师已经更新了估计，但在最新业绩公布后，对该业务的预期没有重大变化。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$17.93. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Janus International Group at US$21.00 per share, while the most bearish prices it at US$14.50. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
因此，得知共识目标股价基本维持在17.93美元也就不足为奇了。但是，这并不是我们可以从这些数据中得出的唯一结论，因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。目前，最看涨的分析师对骏利国际集团的估值为每股21.00美元，而最看跌的分析师估值为14.50美元。这表明估值仍然存在一点差异，但分析师似乎对该股的看法并不完全分歧，好像这可能是成功或失败一样。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that Janus International Group's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 4.4% growth on an annualised basis. This is compared to a historical growth rate of 21% over the past three years. Compare this to the 49 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 5.2% per year. So it's pretty clear that, while Janus International Group's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.
我们可以从大局的角度看待这些估计值的另一种方式，例如预测如何与过去的表现相提并论，以及预测相对于业内其他公司是否或多或少看涨。很明显，预计骏利国际集团的收入增长将大幅放缓，预计到2024年底的收入按年计算将增长4.4％。相比之下，过去三年的历史增长率为21％。相比之下，该行业中其他49家拥有分析师报道的公司，预计这些公司的收入将以每年5.2％的速度增长。因此，很明显，尽管骏利国际集团的收入增长预计将放缓，但预计其增长将与行业大致持平。
The Bottom Line
底线
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
要了解的最重要的一点是，市场情绪没有重大变化，分析师再次确认该业务的表现符合他们先前的每股收益预期。令人高兴的是，收入预测没有实际变化，预计该业务仍将与整个行业保持一致。共识目标股价没有实际变化，这表明该业务的内在价值与最新估计相比没有发生任何重大变化。
With that in mind, we wouldn't be too quick to come to a conclusion on Janus International Group. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Janus International Group analysts - going out to 2026, and you can see them free on our platform here.
考虑到这一点，我们不会很快就Janus International Group得出结论。长期盈利能力比明年的利润重要得多。根据多位骏利国际集团分析师的估计，到2026年，你可以在我们的平台上免费查看。
Plus, you should also learn about the 1 warning sign we've spotted with Janus International Group .
此外，您还应该了解我们在骏利国际集团发现的1个警告标志。
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