Chipotle Mexican Grill, Inc. Just Recorded A 5.4% EPS Beat: Here's What Analysts Are Forecasting Next
Chipotle Mexican Grill, Inc. Just Recorded A 5.4% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Chipotle Mexican Grill, Inc. (NYSE:CMG) filed its quarterly result this time last week. The early response was not positive, with shares down 4.8% to US$50.82 in the past week. Chipotle Mexican Grill reported US$3.0b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$0.33 beat expectations, being 5.4% higher than what the analysts 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Chipotle Mexican Grill after the latest results.
股東可能已經注意到Chipotle Mexican Grill,Inc.(NYSE:CMG)上週公佈了季度業績。市場早期反應不佳,過去一週股價下跌4.8%至50.82美元。Chipotle Mexican Grill報告了30億美元的營業收入,基本符合分析師預測,但每股收益(EPS)爲0.33美元,優於預期,比分析師預期高5.4%。對股東來說,收益是重要的時刻,他們可以追蹤公司的表現,了解分析師對明年的預測,並查看是否有對公司的情緒變化。讀者們會很高興知道,我們已經彙總了最新的財務預測,看看最新業績後分析師對Chipotle Mexican Grill是否改變了看法。
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Taking into account the latest results, the most recent consensus for Chipotle Mexican Grill from 32 analysts is for revenues of US$11.3b in 2024. If met, it would imply an okay 6.4% increase on its revenue over the past 12 months. Per-share earnings are expected to accumulate 5.1% to US$1.08. Before this earnings report, the analysts had been forecasting revenues of US$11.4b and earnings per share (EPS) of US$1.11 in 2024. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.
考慮到最新業績,Chipotle Mexican Grill的32名分析師最近一致預計其2024年的營業收入爲113億美元。如果實現,這將意味着過去12個月內其營收增長了6.4%。每股收益預計將累計增加5.1%至1.08美元。在此業績之前,分析師們預測2024年的收入爲114億美元,每股收益爲1.11美元。因此,看起來最近的業績對整體情緒有所下降——收入預測沒有發生大變化,但分析師們對其每股收益預測進行了輕微下調。
It might be a surprise to learn that the consensus price target was broadly unchanged at US$63.50, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. 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. The most optimistic Chipotle Mexican Grill analyst has a price target of US$80.00 per share, while the most pessimistic values it at US$40.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
可能令人驚訝的是,共識價位目標基本保持不變,爲63.5美元,分析師們顯然暗示預測收益下降不會對估值產生太大影響。共識價位目標只是各個分析師目標的平均值,因此——看看底層估計的範圍有多廣,可能會很方便。最樂觀的Chipotle Mexican Grill分析師的價位目標爲80.00美元每股,而最悲觀的爲40.00美元。這是相當廣泛的估計範圍,表明分析師爲企業預測了一系列可能的結果。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 13% growth on an annualised basis. That is in line with its 15% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.7% annually. So although Chipotle Mexican Grill is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
我們還可以從更宏觀的角度來看待這些預測,例如預測與過去業績的比較,以及預測相對於行業中其他公司而言是否更看好。分析師們預計,到2024年底,營業收入將以年化13%的速度增長,與過去五年的年化增長率15%相一致。與整個行業相比,分析師估計(總體而言)其收入將以年均9.7%的速度增長。因此,儘管預計Chipotle Mexican Grill將維持其營收增長率,但肯定預計其增長速度將快於行業整體。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Chipotle Mexican Grill. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$63.50, with the latest estimates not enough to have an impact on their price targets.
最大的問題是分析師們降低了每股收益預期,表明Chipotle Mexican Grill可能面臨業務挑戰。令人高興的是,收入預測沒有發生太大變化,企業仍然預計將比整個行業增長更快。共識價位目標穩定在63.5美元,最新預測不足以對其價位目標產生影響。
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 forecasts for Chipotle Mexican Grill going out to 2026, and you can see them free on our platform here.
接下來,我們認爲公司的長期前景比明年的收益更加相關。我們對Chipotle Mexican Grill到2026年的預測,您可以在我們的平台上免費查看。
Plus, you should also learn about the 1 warning sign we've spotted with Chipotle Mexican Grill .
此外,您還應該了解我們發現的1個有關Chipotle Mexican Grill的預警信號。
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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.
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。