Deckers Outdoor Corporation Just Recorded A 29% EPS Beat: Here's What Analysts Are Forecasting Next
Deckers Outdoor Corporation Just Recorded A 29% EPS Beat: Here's What Analysts Are Forecasting Next
Deckers Outdoor Corporation (NYSE:DECK) defied analyst predictions to release its quarterly results, which were ahead of market expectations. The company beat forecasts, with revenue of US$825m, some 2.4% above estimates, and statutory earnings per share (EPS) coming in at US$4.52, 29% ahead of expectations. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Deckers Outdoor after the latest results.
Deckers Outdoor Corporation(纽交所:DECK)违反了分析师的预测,发布了季度业绩报告,高于市场预期。该公司的营业收入达到8,2500万美元,比预期高出2.4%,法定每股收益(EPS)为4.52美元,高出29%的预期。分析师通常在每次盈利报告后更新他们的预测,可以从他们的估计中判断他们对公司的看法是否发生了变化,或是否有任何新的问题需要注意。读者们将很高兴地知道,我们已经汇总了最新的法定预测,以查看分析师在最新的业绩报告后是否改变了他们对Deckers Outdoor的看法。
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Following the latest results, Deckers Outdoor's 21 analysts are now forecasting revenues of US$4.81b in 2025. This would be a notable 8.5% improvement in revenue compared to the last 12 months. Statutory per-share earnings are expected to be US$31.94, roughly flat on the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of US$4.80b and earnings per share (EPS) of US$31.05 in 2025. So the consensus seems to have become somewhat more optimistic on Deckers Outdoor's earnings potential following these results.
根据最新的结果,Deckers Outdoor的21名分析师预测2025年的营业收入将达到48.1亿美元,较过去12个月增长8.5%。法定每股收益预计为31.94美元,与过去12个月相比基本持平。在这份报告发布之前,分析师们已经预测Deckers Outdoor在2025年的营业收入为48亿美元,每股收益(EPS)为31.05美元。因此,在这些结果公布后,舆论似乎对Deckers Outdoor的盈利潜力变得更加乐观。
The consensus price target was unchanged at US$1,082, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. 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. There are some variant perceptions on Deckers Outdoor, with the most bullish analyst valuing it at US$1,350 and the most bearish at US$887 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
共识价格目标保持不变,为1,082美元,这意味着已经改善的盈利前景不会对股东的价值创造产生长期影响。然而,我们从这些数据中还可以得出其他结论,因为一些投资者也喜欢在评估分析师价格目标时考虑估值范围的差异。有些投资者对Deckers Outdoor持有不同看法,最看好的分析师将其估值为每股1,350美元,而最看淡的则为每股887美元。这些价格目标表明,分析师对该公司有些不同的看法,但估值差异不足以让我们相信有些人在对其取得巨大成功或彻底失败打赌。
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. We would highlight that Deckers Outdoor's revenue growth is expected to slow, with the forecast 11% annualised growth rate until the end of 2025 being well below the historical 17% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 5.8% per year. Even after the forecast slowdown in growth, it seems obvious that Deckers Outdoor is also expected to grow faster than the wider industry.
我们可以从更大的角度来看待这些预测,比如将其与过去的业绩进行比较,以及是否相对于该行业的其他公司更加看好或看淡。我们需要指出的是,Deckers Outdoor的营业收入增长预计将放缓,预计到2025年底的年化增长率为11%,远低于过去5年17%的年化增长率。相比之下,该行业覆盖分析师的其他公司预计营业收入(总合)每年增长5.8%。即使在增长放缓后,Deckers Outdoor也预计将比整个行业增长更快。
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 biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Deckers Outdoor's earnings potential next year. 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$1,082, with the latest estimates not enough to have an impact on their price targets.
对于我们来说最重要的结论是共识的每股收益升级,这表明了舆论对Deckers Outdoor的盈利潜力明年有了明显的改善。幸运的是,他们还重申了他们的营业收入数额,这表明它与预期持平。此外,我们的数据表明,营业收入预计将比整个行业增长更快。共识价格目标保持不变,为1,082美元,最新的估计数据不足以对其价格目标产生影响。
With that in mind, we wouldn't be too quick to come to a conclusion on Deckers Outdoor. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Deckers Outdoor analysts - going out to 2027, and you can see them free on our platform here.
考虑到这一点,我们还不能轻率地认为Deckers Outdoor。长期的盈利能力比明年的利润更重要。我们有来自多个Deckers Outdoor分析师的预测,可延伸到2027年,在我们的平台上可以免费查看。
However, before you get too enthused, we've discovered 1 warning sign for Deckers Outdoor that you should be aware of.
然而,在您热情洋溢之前,我们发现了一个有关Deckers Outdoor的警告信号,您应该知道。
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这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
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。