Tecnoglass Inc. Just Beat EPS By 5.6%: Here's What Analysts Think Will Happen Next
Tecnoglass Inc. Just Beat EPS By 5.6%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Tecnoglass Inc. (NYSE:TGLS) shareholders, with its shares surging 11% to US$76.00 in the week since its latest third-quarter results. The result was positive overall - although revenues of US$238m were in line with what the analysts predicted, Tecnoglass surprised by delivering a statutory profit of US$1.05 per share, modestly greater than expected. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Tecnoglass Inc.(NYSE:TGLS)股东度过了相当不错的一周,股价在其最新第三季度业绩公布后的一周内暴涨11%至76.00美元。整体结果是积极的-尽管23800万美元的营业收入与分析师的预期一致,但Tecnoglass通过提供每股1.05美元的法定利润而令人惊讶,略高于预期。盈利是投资者重要的时刻,他们可以追踪公司的表现,查看分析师对明年的预测,并查看对公司情绪是否有变化。我们认为读者会发现有趣的是看到分析师最新的(法定)盈后预测。
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Taking into account the latest results, the most recent consensus for Tecnoglass from five analysts is for revenues of US$981.7m in 2025. If met, it would imply a meaningful 16% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to leap 32% to US$4.23. Before this earnings report, the analysts had been forecasting revenues of US$984.7m and earnings per share (EPS) of US$4.16 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
考虑到最新的结果,来自五位分析师的Tecnoglass 2025年营收预测一致为98170万美元。如果达成,将意味着过去12个月营收将大幅增长16%。预计法定每股盈利将跃升32%至4.23美元。在此盈利报告之前,分析师们曾预测2025年的营收为98470万美元,每股收益(EPS)为4.16美元。共识分析师似乎没有在这些结果中看到任何会改变他们对业务看法的内容,考虑到他们的预测没有发生重大变化。
The consensus price target rose 10% to US$75.75despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Tecnoglass' earnings by assigning a price premium. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Tecnoglass, with the most bullish analyst valuing it at US$88.00 and the most bearish at US$65.00 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
尽管盈利预期没有实质性变化,共识价格目标却增长了10%至75.75美元,这可能是分析师通过指定一项价格溢价来反映Tecnoglass盈利的可预测性。共识价格目标仅是各个分析师目标的平均值,因此-看一下基础估计范围有多广是很有帮助的。对Tecnoglass存在一些变体观点,其中最看好的分析师认为其价值为88.00美元,而看淡的分析师为65.00美元。如您所见,分析师并未完全对股票的未来达成一致意见,但估计范围仍然相对狭窄,这可能表明结果并非完全不可预测。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that Tecnoglass' revenue growth is expected to slow, with the forecast 13% annualised growth rate until the end of 2025 being well below the historical 19% 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) 5.3% per year. So it's pretty clear that, while Tecnoglass' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
从更大的背景出发,我们可以通过与过去业绩和行业增长预测进行比较来理解这些预测。我们应该强调,tecnoglass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13%,远低于过去五年的历史19%的年均增长率。把这与行业中其他有分析师覆盖的公司相比,这些公司预计(总体上)每年收入增长5.3%。因此,很明显,尽管tecnoglass的营业收入增长预计将放缓,但预计仍将快于行业自身的增长。
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. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster 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,情绪没有发生重大变化,分析师重申公司的业绩与他们之前的每股收益预估相符。令人高兴的是,营业收入预测没有发生重大变化,公司仍有望比整个行业增长更快。此外,价格目标也有一个不错的增加,分析师明显认为公司的内在价值在提高。
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. At Simply Wall St, we have a full range of analyst estimates for Tecnoglass going out to 2026, and you can see them free on our platform here..
继续这种思路,我们认为企业的长期前景比明年的盈利更为重要。在Simply Wall St,我们对Tecnoglass到2026年的全面分析师估计有一系列数据,您可以免费在我们的平台上查看。
Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.
另一件需要考虑的事情是管理层和董事最近是否在买卖股票。在我们的平台上,您可以查看过去12个月所有公开市场股票交易的概述。
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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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Simply Wall St的这篇文章是一般性质的。我们仅基于历史数据和分析师预测提供评论,使用公正的方法,我们的文章并非意在提供财务建议。这并不构成买入或卖出任何股票的建议,并且不考虑您的目标或财务状况。我们旨在为您带来基于基础数据驱动的长期聚焦分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St对提及的任何股票都没有持仓。