SEACOR Marine Holdings Inc. (NYSE:SMHI) Released Earnings Last Week And Analysts Lifted Their Price Target To US$17.00
SEACOR Marine Holdings Inc. (NYSE:SMHI) Released Earnings Last Week And Analysts Lifted Their Price Target To US$17.00
As you might know, SEACOR Marine Holdings Inc. (NYSE:SMHI) recently reported its first-quarter numbers. It was a pretty bad result overall; while revenues were in line with expectations at US$63m, statutory losses exploded to US$0.84 per share. Following the result, the analyst has updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimate to see what could be in store for next year.
你可能知道,SEACOR海洋控股公司(紐約證券交易所代碼:SMHI)最近公佈了其第一季度數據。總體而言,這是一個相當糟糕的業績;雖然收入符合預期,爲6300萬美元,但法定虧損激增至每股0.84美元。根據結果,分析師更新了他們的盈利模式,很高興知道他們是否認爲公司的前景發生了巨大變化,或者業務是否照舊。因此,我們收集了最新的業績後法定共識估計,以了解明年可能會發生什麼。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240505/0-b05560853dc32e5c007bf40b03f7154c-0-0a851b47d302060b5c726be5d6107753.png/big)
Taking into account the latest results, SEACOR Marine Holdings' one analyst currently expect revenues in 2024 to be US$277.6m, approximately in line with the last 12 months. Losses are forecast to balloon 31% to US$1.08 per share. Before this earnings announcement, the analyst had been modelling revenues of US$279.9m and losses of US$0.70 per share in 2024. While this year's revenue estimates held steady, there was also a sizeable expansion in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.
考慮到最新業績,SEACOR Marine Holdings的一位分析師目前預計,2024年的收入將爲2.776億美元,與過去12個月大致持平。預計虧損將激增31%,至每股1.08美元。在這份業績公佈之前,該分析師一直在模擬2024年的收入爲2.799億美元,每股虧損爲0.70美元。儘管今年的收入預期保持穩定,但每股虧損的預期也大幅增加,這表明共識對該股的看法好壞參半。
Despite expectations of heavier losses next year,the analyst has lifted their price target 240% to US$17.00, perhaps implying these losses are not expected to be recurring over the long term.
儘管預計明年虧損會更大,但該分析師已將目標股價上調240%至17.00美元,這可能意味着這些損失預計不會在長期內再次發生。
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. We would highlight that revenue is expected to reverse, with a forecast 1.6% annualised decline to the end of 2024. That is a notable change from historical growth of 9.7% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 7.6% annually for the foreseeable future. It's pretty clear that SEACOR Marine Holdings' revenues are expected to perform substantially worse than 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。我們要強調的是,收入預計將逆轉,預計到2024年底年化下降1.6%。與過去五年9.7%的歷史增長相比,這是一個顯著的變化。相比之下,我們的數據表明,在可預見的將來,預計同一行業的其他公司(有分析師報道)的收入每年將增長7.6%。很明顯,預計SEACOR Marine Holdings的收入將大大低於整個行業。
The Bottom Line
底線
The most important thing to take away is that the analyst increased their loss per share estimates for next year. Fortunately, the analyst also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that SEACOR Marine Holdings' revenue is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analyst clearly feeling that the intrinsic value of the business is improving.
要了解的最重要的一點是,分析師提高了明年的每股虧損預期。幸運的是,該分析師還重申了他們的收入預期,表明收入符合預期。儘管我們的數據確實表明,預計SEACOR Marine Holdings的收入表現將低於整個行業。目標股價也大幅上漲,分析師顯然認爲該業務的內在價值正在提高。
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 2025, which can be seen for free on our platform here.
話雖如此,公司收益的長期軌跡比明年重要得多。至少有一位分析師提供了到2025年的預測,可以在我們的平台上免費查看。
You still need to take note of risks, for example - SEACOR Marine Holdings has 1 warning sign we think you should be aware of.
例如,你仍然需要注意風險——SEACOR Marine Holdings有1個我們認爲你應該注意的警告信號。
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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。