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Dorian LPG Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Dorian LPG Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

dorian lpg有限公司刚刚超越了盈利预期:以下是分析师认为会发生的事情。
Simply Wall St ·  08/03 08:55

Last week, you might have seen that Dorian LPG Ltd. (NYSE:LPG) released its first-quarter result to the market. The early response was not positive, with shares down 8.1% to US$38.07 in the past week. The results were mixed; although revenues of US$114m fell 13% short of analyst estimates, statutory earnings per share (EPS) of US$1.25 beat expectations by 14%. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

上周,您可能看到Dorian LPG Ltd. (NYSE:LPG)向市场发布其第一季度业绩报告。初期反应并不积极,股票在过去一周下跌了8.1%至38.07美元。 报告结果是复杂的; 虽然1.14亿美元的营业收入比分析师估计的低了13%,但每股收益(EPS)1.25美元的法定收益超出预期14%。 业绩报告对投资者来说是一件重要的事情,因为它们可以追踪公司的表现,查看分析师对明年的预测,并查看公司的情绪是否发生变化。因此,我们收集了最新的业绩后预测,以查看下一年的预计。

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NYSE:LPG Earnings and Revenue Growth August 3rd 2024
NYSE:LPG 2024年8月3日收益和营业收入增长

Taking into account the latest results, the twin analysts covering DorianG provided consensus estimates of US$472.0m revenue in 2025, which would reflect a definite 16% decline over the past 12 months. Statutory earnings per share are expected to plunge 34% to US$4.79 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$449.9m and earnings per share (EPS) of US$4.36 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

考虑到最新的结果,覆盖DorianG的两位分析师提供了2025年4.72亿美元收入的共识估计,这将反映出过去12个月的明显下降16%。法定每股收益预计在同期下降34%至4.79美元。在此业绩报告之前,分析师一直在预测2025年的营业收入为4.499亿美元,每股收益(EPS)为4.36美元。看起来情绪有所增强,分析师对收入和收益的预测更加乐观。

With these upgrades, we're not surprised to see that the analysts have lifted their price target 7.3% to US$47.75per share.

有了这些升级,我们并不奇怪看到分析师将其股价目标上调7.3%至每股47.75美元。

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 revenue is expected to reverse, with a forecast 21% annualised decline to the end of 2025. That is a notable change from historical growth of 16% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 2.5% per year. It's pretty clear that DorianG's revenues are expected to perform substantially worse than the wider industry.

我们可以从更广阔的角度看待这些估计值,比如预测与过去业绩的关系以及相对于行业中其他公司,预测是更看好还是更看淡。我们需要强调的是,预计营业收入将会反转,预计年化下降21%,直到2025年底。这是与过去5年16%的历史增长相比的显着变化。将其与我们的数据进行比较,数据显示,同行业其他公司的收入预计每年增长2.5%。很明显,DorianG的收入预计远不如整个行业。

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 important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards DorianG following these results. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

最重要的是,分析师升级了每股收益估计,表明这些结果之后对DorianG的乐观情绪有所增加。他们还升级了明年的营业收入预测,尽管预计增长速度较整个行业慢。股价目标也有所增长,分析师显然认为公司内在价值正在提高。

With that in mind, we wouldn't be too quick to come to a conclusion on DorianG. Long-term earnings power is much more important than next year's profits. We have analyst estimates for DorianG going out as far as 2026, and you can see them free on our platform here.

考虑到这一点,我们不应该过快地得出关于DorianG的结论。长期的盈利能力比明年的利润更为重要。我们对DorianG的分析师估计可持续到2026年,您可以在我们的平台上免费查看它们。

Before you take the next step you should know about the 3 warning signs for DorianG (1 is significant!) that we have uncovered.

在您进行下一步之前,您应该了解我们发现的DorianG的3个警告信号(其中1个非常重要!)

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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。
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。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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