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Murphy Oil Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Murphy Oil Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

墨菲石油公司的收益未達到分析師的預期:以下是分析師現在的預測
Simply Wall St ·  01/28 07:44

Investors in Murphy Oil Corporation (NYSE:MUR) had a good week, as its shares rose 2.1% to close at US$38.56 following the release of its full-year results. It looks like the results were a bit of a negative overall. While revenues of US$3.4b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 6.8% to hit US$4.22 per share. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

墨菲石油公司(紐約證券交易所代碼:MUR)的投資者度過了愉快的一週,在公佈全年業績後,其股價上漲了2.1%,收於38.56美元。總體而言,結果似乎有點負面。儘管34億美元的收入與分析師的預測一致,但法定收益低於預期,比預期低6.8%,達到每股4.22美元。對於投資者來說,盈利是一個重要時刻,因爲他們可以追蹤公司的業績,查看分析師對明年的預測,看看對公司的情緒是否發生了變化。考慮到這一點,我們收集了最新的法定預測,以了解分析師對明年的預期。

View our latest analysis for Murphy Oil

查看我們對墨菲石油的最新分析

earnings-and-revenue-growth
NYSE:MUR Earnings and Revenue Growth January 28th 2024
紐約證券交易所:MUR 收益和收入增長 2024 年 1 月 28 日

Taking into account the latest results, the current consensus, from the ten analysts covering Murphy Oil, is for revenues of US$3.26b in 2024. This implies a discernible 5.5% reduction in Murphy Oil's revenue over the past 12 months. Statutory per-share earnings are expected to be US$4.26, roughly flat on the last 12 months. Before this earnings report, the analysts had been forecasting revenues of US$3.42b and earnings per share (EPS) of US$4.88 in 2024. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a substantial drop in earnings per share estimates.

考慮到最新業績,報道墨菲石油的十位分析師目前的共識是,2024年的收入爲32.6億美元。這意味着墨菲石油在過去12個月中的收入明顯減少了5.5%。法定每股收益預計爲4.26美元,與過去12個月基本持平。在本業績發佈之前,分析師一直預測2024年的收入爲34.2億美元,每股收益(EPS)爲4.88美元。由此我們可以看出,在最新業績公佈之後,這種情緒肯定變得更加悲觀了,這導致收入預期降低,每股收益預期大幅下降。

The analysts made no major changes to their price target of US$46.76, suggesting the downgrades are not expected to have a long-term impact on Murphy Oil's valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Murphy Oil, with the most bullish analyst valuing it at US$60.00 and the most bearish at US$33.00 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

分析師沒有對46.76美元的目標股價做出重大調整,這表明下調評級預計不會對墨菲石油的估值產生長期影響。但是,固定單一價格目標可能是不明智的,因爲共識目標實際上是分析師目標股價的平均值。因此,一些投資者喜歡查看估計範圍,看看對公司的估值是否有任何分歧。對墨菲石油的看法有所不同,最看漲的分析師認爲墨菲石油爲60.00美元,最看跌的爲每股33.00美元。這些目標股價表明,分析師對該業務的看法確實有所不同,但這些估計的差異不足以向我們表明,有些人押注取得巨大成功或徹底失敗。

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 5.5% by the end of 2024. This indicates a significant reduction from annual growth of 12% 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 0.09% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Murphy Oil is expected to lag the wider industry.

了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。這些估計表明,收入預計將放緩,預計到2024年底年化下降5.5%。這表明與過去五年12%的年增長率相比大幅下降。相比之下,我們的數據表明,總體而言,同一行業的其他公司的收入預計每年將增長0.09%。因此,儘管預計其收入將萎縮,但這種陰雲並未帶來一線希望——預計墨菲石油將落後於整個行業。

The Bottom Line

底線

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$46.76, with the latest estimates not enough to have an impact on their price targets.

要了解的最重要的一點是,分析師下調了每股收益的預期,這表明公佈這些業績後,市場情緒明顯下降。不利的一面是,他們還下調了收入預期,預測表明他們的表現將比整個行業差。共識目標股價穩定在46.76美元,最新估計不足以對其目標價格產生影響。

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 Murphy Oil analysts - going out to 2026, and you can see them free on our platform here.

根據這種思路,我們認爲該業務的長期前景比明年的收益重要得多。根據多位墨菲石油分析師的估計,預計將持續到2026年,你可以在我們的平台上免費查看。

Even so, be aware that Murphy Oil is showing 2 warning signs in our investment analysis , and 1 of those is a bit unpleasant...

即便如此,請注意,墨菲石油在我們的投資分析中顯示了兩個警告信號,其中一個有點令人不快...

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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的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

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