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Terex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Terex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

特雷克斯公司击败了分析师的预期:查看对明年预测的共识是什么
Simply Wall St ·  11/02 09:02

Terex Corporation (NYSE:TEX) just released its quarterly report and things are looking bullish. Results were good overall, with revenues beating analyst predictions by 4.2% to hit US$1.2b. Statutory earnings per share (EPS) came in at US$1.31, some 6.5% above whatthe analysts had 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Terex公司(纽交所:TEX)刚刚发布了季度报告,情况看好。总体而言,业绩表现良好,营业收入超出分析师预测4.2%,达到12亿美元。每股收益为1.31美元,比分析师预期高出6.5%。分析师通常会在每份财报后更新他们的预测,我们可以从他们的估值中看出他们对该公司的看法是否发生了变化,或者是否有任何需要关注的新问题。考虑到这一点,我们已经收集了最新的法定预测,以查看分析师对明年的预期。

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NYSE:TEX Earnings and Revenue Growth November 2nd 2024
纽交所:TEX 2024年11月2日的盈利和营收增长

Taking into account the latest results, the consensus forecast from Terex's eleven analysts is for revenues of US$5.26b in 2025. This reflects a modest 2.9% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to dive 23% to US$5.38 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$4.95b and earnings per share (EPS) of US$5.35 in 2025. There doesn't appear to have been a major change in sentiment following the results, other than the small increase to revenue estimates.

考虑到最新的结果,Terex的十一名分析师预测,2025年营业收入将达到52.6亿美元。相比过去12个月,这反映出营业收入略有增长,为2.9%。同期法定每股收益预计下跌23%,至5.38美元。然而,在最新财报发布前,分析师曾预期2025年的营业收入为49.5亿美元,每股收益为5.35美元。根据结果显示的情况来看,除了营收预期的小幅增长外,情绪似乎没有发生重大变化。

It may not be a surprise to see thatthe analysts have reconfirmed their price target of US$57.10, implying that the uplift in revenue is not expected to greatly contribute to Terex's valuation in the near term. 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. The most optimistic Terex analyst has a price target of US$62.00 per share, while the most pessimistic values it at US$46.00. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

看到分析师已经重新确认了57.10美元的目标股价,这意味着营收增长预计在短期内不会对Terex的估值产生显著影响。然而,从这一数据中我们还可以得出其他结论,因为有些投资者在评估分析师的目标股价时也喜欢考虑估值的差距。最乐观的Terex分析师给出了每股价值为62.00美元的目标股价,而最悲观的估值为46.00美元。估值范围较窄可能暗示着这家企业的未来相对容易估值,或者分析师对其前景有着坚定的看法。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that Terex's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 2.3% growth on an annualised basis. This is compared to a historical growth rate of 8.1% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 3.0% per year. Factoring in the forecast slowdown in growth, it seems obvious that Terex is also expected to grow slower than other industry participants.

现在来看一下更大的画面,我们理解这些预测的一种方式是将其与过去的业绩和行业增长预期进行比较。很明显,预计Terex的营业收入增长将大幅放缓,到2025年年底,预计年增长率为2.3%。而在过去五年里,历史增长率为8.1%。相比之下,这一行业中其他被分析师覆盖的公司预计每年营收增长率为3.0%。考虑到增长放缓的预测,很明显Terex预计增长速度也会低于其他行业参与者。

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. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. The consensus price target held steady at US$57.10, with the latest estimates not enough to have an impact on their price targets.

最明显的结论是,最近业务前景没有发生重大变化,分析师们保持其盈利预测稳定,与先前的估计一致。他们还提高了明年的营业收入预估,即使预计增长速度低于整个行业的增速。共识股价目标保持在57.10美元,最新的预估数据还不足以对他们的目标价格产生影响。

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Terex analysts - going out to 2026, and you can see them free on our platform here.

继续上述思路,我们认为业务的长期前景比明年的盈利更为重要。我们有来自多位Terex分析师的预测,一直延伸到2026年,您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 Terex .

此外,您还应了解我们发现的Terex的1个警示标志。

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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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