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One Liberty Properties, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

One Liberty Properties, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

One Liberty Properties公司刚刚超越了分析师的预测,分析师们已经在更新他们的预测
Simply Wall St ·  2024/11/09 02:19

It's been a good week for One Liberty Properties, Inc. (NYSE:OLP) shareholders, because the company has just released its latest third-quarter results, and the shares gained 6.5% to US$28.44. It looks like a credible result overall - although revenues of US$22m were what the analysts expected, One Liberty Properties surprised by delivering a (statutory) profit of US$0.23 per share, an impressive 64% above what was 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

One Liberty Properties, Inc. (NYSE:OLP) 的股东们度过了一个不错的一周,因为公司刚刚发布了最新的第三季度业绩,股价上涨了6.5%,至28.44美元。总体上看,这似乎是一个可靠的业绩 - 尽管2,200万美元的营业收入符合分析师的预期,但 One Liberty Properties 以每股0.23美元的(法定)利润交出了一份令人印象深刻的成绩,比预期高出64%。分析师们通常会在每份盈利报告后更新他们的预测,我们可以从他们的估算中判断对公司的看法是否有所改变,或者是否有任何需要注意的新问题。因此,我们汇总了最新的盈利后预测,以了解对明年的展望。

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NYSE:OLP Earnings and Revenue Growth November 8th 2024
NYSE:OLP 2024年11月8日收益和营业收入增长

After the latest results, the twin analysts covering One Liberty Properties are now predicting revenues of US$91.8m in 2025. If met, this would reflect an okay 3.0% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to plunge 66% to US$0.54 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$91.8m and earnings per share (EPS) of US$0.53 in 2025. 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.

在最新的业绩公布后,覆盖 One Liberty Properties 的双分析师现在预测该公司2025年的营业收入将达到9,180万美元。如果达成,这将反映出营业收入较过去12个月增长了3.0%。法定每股收益预计在同一时期下降66%,至0.54美元。在此报告之前,分析师们一直在建模2025年的营业收入为9,180万美元,每股收益为0.53美元。因此,很明显,尽管分析师们已更新他们的预测,但跟随最新业绩的期望对于业务并没有发生重大变化。

With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 5.9% to US$26.75. It looks as though they previously had some doubts over whether the business would live up to their expectations.

分析师们重新确认了营业收入和盈利预测后,意外地看到价格目标上调了5.9%,至26.75美元。看起来他们之前可能对业务是否能达到他们的期望有些怀疑。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the One Liberty Properties' past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of One Liberty Properties'historical trends, as the 2.4% annualised revenue growth to the end of 2025 is roughly in line with the 2.5% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 3.8% per year. So although One Liberty Properties is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.

这些预测很有趣,但当比较预测时,更加宽泛的观点可能也很有用,既能看到 One Liberty Properties 的过去业绩,也能看到同行业同行的情况。我们可以从最新的预测中推断,预期 One Liberty Properties 的历史趋势将持续,因为截至2025年底的年增长率为2.4%,大致与过去五年的2.5%年增长率相当。相比之下,我们的数据显示,同行业其他受到分析师覆盖的公司预计每年营业收入增长3.8%。因此,尽管预计 One Liberty Properties 将保持其营业收入增长速度,但其增速预计将慢于整个行业。

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 to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse 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.

重要的是,情绪没有发生重大变化,分析师重申业务的表现与他们先前的每股收益预期一致。另一方面,营业收入预期没有 major change,尽管预测暗示它们的表现将低于整个行业。 价格目标也有一个不错的增长,分析师明显感觉到业务内在价值正在提高。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.

请记住,对于投资者来说,考虑企业的长期变化轨迹更为重要。至少有一位分析师提供了至2026年的预测,可在我们的平台上免费查看。

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 4 warning signs with One Liberty Properties (at least 2 which make us uncomfortable) , and understanding these should be part of your investment process.

尽管如此,仍然有必要考虑投资风险的存在。我们已经确定了一自由产权的 4个警示信号(其中至少有2个使我们感到不安),理解这些应该成为您投资过程的一部分。

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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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