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Sterling Infrastructure, Inc. Just Beat EPS By 17%: Here's What Analysts Think Will Happen Next

Sterling Infrastructure, Inc. Just Beat EPS By 17%: Here's What Analysts Think Will Happen Next

斯特林基建公司刚刚击败了每股收益17%:以下是分析师们认为接下来会发生的事情
Simply Wall St ·  08/08 15:04

As you might know, Sterling Infrastructure, Inc. (NASDAQ:STRL) just kicked off its latest quarterly results with some very strong numbers. It was overall a positive result, with revenues beating expectations by 4.1% to hit US$583m. Sterling Infrastructure reported statutory earnings per share (EPS) US$1.67, which was a notable 17% above what the analysts had forecast. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

众所周知,Sterling Infrastructure, Inc.(纳斯达克: STRL)刚刚公布了最新季度业绩,数字非常强劲。总体而言,营业收入表现积极,超出预期4.1%,达到5,8300万美元。根据营业收入,Sterling Infrastructure的法定每股收益(EPS)为1.67美元,明显高于分析师预期的17%。分析师一般会在每个财报发布后更新预测,我们可以从他们的预测中判断他们对公司的看法是否有所改变,或者是否存在任何新的风险需要注意。因此,我们收集了最新的财报后的法定共识预测,以了解明年可能会发生什么事情。

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NasdaqGS:STRL Earnings and Revenue Growth August 8th 2024
纳斯达克GS:STRL 2024年8月8日收益和营收增长

Taking into account the latest results, the current consensus from Sterling Infrastructure's twin analysts is for revenues of US$2.17b in 2024. This would reflect an okay 4.8% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 7.0% to US$5.66. In the lead-up to this report, the analysts had been modelling revenues of US$2.18b and earnings per share (EPS) of US$5.19 in 2024. So the consensus seems to have become somewhat more optimistic on Sterling Infrastructure's earnings potential following these results.

考虑到最新的结果,Sterling Infrastructure的两位分析师的共识预测是2024年收入为21.7亿美元,这将反映出其过去12个月的营收增长了4.8%。预计每股收益将增长7.0%至5.66美元。在发布此报告之前,分析师曾预测2024年收入为21.8亿美元,每股收益(EPS)为5.19美元。因此,共识似乎对Sterling Infrastructure的盈利潜力变得更加乐观。

The consensus price target was unchanged at US$140, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders.

共识价格目标仍未变化,为140美元,这意味着改善的盈利前景不会对股东的价值创造产生长期影响。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Sterling Infrastructure's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Sterling Infrastructure's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 9.8% growth on an annualised basis. This is compared to a historical growth rate of 13% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 7.9% annually. So it's pretty clear that, while Sterling Infrastructure's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

这些预测很有趣,但在比较预测与Sterling Infrastructure的过去表现以及同行业的同行时,看到一些更广泛的笔触很有用。很清楚,预计Sterling Infrastructure的营收增长将大幅放缓,预计在2024年底,年化基础上将实现9.8%的增长。与过去五年的13%的历史增长率相比,这是一个相对较低的数字。将它与同行业的其他公司相比,它们预计(总体上)每年将实现7.9%的营收增长。因此,很明显,尽管预期Sterling Infrastructure的营收增长将放缓,但预期其将与行业大致持平。

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 Sterling Infrastructure following these results. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider 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.

最重要的是,分析师们升级了他们的每股收益预测,表明在这些结果发布后,人们对Sterling Infrastructure的乐观情绪明显上升。他们还重新确认了收入预测,预计公司将以与更广泛的行业相同的速度增长。共识目标价格没有实质性变化,这表明最新的预测没有对公司的内在价值产生任何重大变化。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.

话虽如此,公司收益的长期轨迹比明年重要得多。至少有一位分析师提供了2026年的预测,这可以免费在我们的平台上看到。

You can also see our analysis of Sterling Infrastructure's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

您还可以查看我们有关Sterling Infrastructure董事会和CEO的补偿和经验的分析,以及公司内部人员是否一直在购买股票。

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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.

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