Results: KBR, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Results: KBR, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
The second-quarter results for KBR, Inc. (NYSE:KBR) were released last week, making it a good time to revisit its performance. The result was positive overall - although revenues of US$1.9b were in line with what the analysts predicted, KBR surprised by delivering a statutory profit of US$0.79 per share, modestly greater than expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
KBR公司(纽交所:KBR)的第二季度业绩上周公布,现在是重新审视其表现的好时机。总体上表现积极——虽然19亿美元的营业收入符合分析师的预测,但KBR通过提供每股0.79美元的统计利润超出了预期。分析师通常会在每个季度财报后更新他们的预测,我们可以从他们的估计中判断他们对企业的看法是否有所改变或是否存在任何新的可注意问题。我们收集了最新的统计预测,以查看这些结果是否会影响分析师的盈利模型。
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Taking into account the latest results, the most recent consensus for KBR from eleven analysts is for revenues of US$7.55b in 2024. If met, it would imply a satisfactory 5.3% increase on its revenue over the past 12 months. Per-share earnings are expected to leap 105% to US$3.05. In the lead-up to this report, the analysts had been modelling revenues of US$7.57b and earnings per share (EPS) of US$3.05 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.
考虑到最新的结果,十一个分析师对KBR的最新共识是2024年营业收入为7.55亿美元。如果达成,将意味着在过去12个月内,其营业收入实现了令人满意的5.3%增长。预计每股收益将增长105%至3.05美元。在此报告发布前,分析师们一直在对7.57亿美元的营业收入和每股3.05美元的收益进行预测。因此,尽管分析师更新了其预测,但在最新的结果之后,业务预期并没有发生重大变化。营业收入和收益预测以及78.09美元的价格目标均未发生变化,这表明公司已满足其最近的预期。
There were no changes to revenue or earnings estimates or the price target of US$78.09, suggesting that the company has met expectations in its recent result. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic KBR analyst has a price target of US$90.00 per share, while the most pessimistic values it at US$69.00. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
营业收入或收益预测以及78.09美元的价格目标均未发生变化,这表明公司已满足其最近的预期。但我们也可以从分析师提出的价格目标范围的角度来思考,因为各种估计的广泛范围可能表示对业务的可能结果存在多样化的看法。最乐观的KBR分析师给出的价格目标为每股90.00美元,而最悲观的价格为每股69.00美元。由于估值范围如此狭窄,分析师们显然对他们认为的企业价值持有类似的看法。
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 clear from the latest estimates that KBR's rate of growth is expected to accelerate meaningfully, with the forecast 11% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 5.8% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 5.5% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that KBR is expected to grow much faster than its industry.
我们可以从更大的角度来看待这些估计,比如将预测与过去的表现进行比较,以及相对于行业中的其他公司,预测是更乐观还是更悲观。从最新的估计中可以看出,预计KBR的增长率将显著加速,到2024年底,预计年化营收增长率为11%,显著高于过去5年的5.8%年化历史增长率。相比之下,我们的数据表明,行业内其他(有分析师报告的)公司预计年均营收增长5.5%。考虑到营收的预计加速增长,KBR预计将比其行业增长更快。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$78.09, with the latest estimates not enough to have an impact on their price targets.
最明显的结论是,近期业务前景没有发生重大变化,分析师们保持了他们的盈利预测,符合之前的预期。幸运的是,他们还确认了他们的营业收入数字,表明它符合预期。此外,我们的数据表明,营业收入预计将比更广泛的行业增长更快。共识价格目标保持稳定在78.09美元,并且最新估计不足以对他们的价格目标产生影响。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for KBR going out to 2026, and you can see them free on our platform here..
即便如此,要记住长期轨迹对于投资者来说更为重要。在Simply Wall St上,我们对KBR到2026年的分析师预测进行了全面评估,您可以在此免费查看。
Even so, be aware that KBR is showing 2 warning signs in our investment analysis , and 1 of those doesn't sit too well with us...
即便如此,在我们的投资分析中,KBR表现出了2种警告信号中的1种信号,其中1种信号不太好...
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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。