Glodon Company Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Glodon Company Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The quarterly results for Glodon Company Limited (SZSE:002410) were released last week, making it a good time to revisit its performance. Statutory earnings per share disappointed, coming in -79% short of expectations, at CN¥0.0037. Fortunately revenue performance was a lot stronger at CN¥1.3b arriving 18% ahead of predictions. Following the result, the analysts have 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 estimates to see what could be in store for next year.
廣聯達公司(SZSE:002410)的季度業績於上週發佈,現在正是好時機來重新審視其表現。法定每股收益不盡如人意,實現CN¥0.0037,相比預期短缺了79%。幸運的是,營業收入表現要強得多,實現了13億元,比預期高出18%。在獲悉這一結果後,分析師已更新了他們的盈利模型,因此需要了解他們是認爲該公司的前景有了強烈變化,還是一切仍按照慣例進行。因此,我們收集了最新的業績後法定共識估計,以查看下一年可能會出現什麼情況。
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Taking into account the latest results, the most recent consensus for Glodon from 20 analysts is for revenues of CN¥6.79b in 2024. If met, it would imply a credible 5.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 731% to CN¥0.30. In the lead-up to this report, the analysts had been modelling revenues of CN¥6.80b and earnings per share (EPS) of CN¥0.30 in 2024. 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.
考慮到最新的結果,來自20名分析師對廣聯達的最新共識是,在2024年實現679億人民幣的營收。如果實現,將比過去12個月的營業收入增加5.5%。預計法定每股收益將飆升731%,達到CN¥0.30。在此報告之前,分析師一直在對2024年的營業收入和每股收益(EPS)進行預測,預計營收將爲680億元,每股收益將爲CN¥0.30。共識分析師似乎沒有在這些結果中看到任何改變他們對公司的看法的東西,因爲他們的估計沒有發生重大變化。
The analysts reconfirmed their price target of CN¥13.10, showing that the business is executing well and in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Glodon, with the most bullish analyst valuing it at CN¥20.20 and the most bearish at CN¥9.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
分析師們再次確認了廣聯達的目標價格爲CN¥13.10,表明該業務正按預期穩健執行。審視分析師估計範圍,評估離群值意見與平均水平之間的差異,這也可能是有益的。對於廣聯達,存在一些不同的看法,最看好的分析師將其估值爲CN¥20.20,而最看淡的估值爲CN¥9.00每股,這是一個相當廣泛的估計範圍,這表明分析師們預測業務的可能結果範圍很大。
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. It's pretty clear that there is an expectation that Glodon's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 7.4% growth on an annualised basis. This is compared to a historical growth rate of 16% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 18% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Glodon.
現在看大局,我們可以通過比較這些預測與過去的業績和行業增長預測來理解這些預測。很明顯,人們預期廣聯達的營業收入增長將大幅放緩,預計截至2024年的營收將年平均增長7.4%。這與過去五年的歷史增長率16%相比有所下降。與行業中其他公司(具有分析師預測)相比,綜合預計每年將實現18%的營業收入增長。因此,很明顯,雖然預計營業收入增長將放緩,但行業整體預計將比廣聯達增長得更快。
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 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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Glodon's revenue is expected to perform worse than the wider industry. The consensus price target held steady at CN¥13.10, with the latest estimates not enough to have an impact on their price targets.
最重要的是,分析師重新確認該業務執行與其先前的每股收益預測相一致的表現。幸運的是,分析師還重申了他們的營收預測,表明其符合預期。雖然我們的數據確實表明廣聯達的收入預計表現將不如更廣泛的行業,但這一點並沒有改變分析師的共識價格目標。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Glodon analysts - going out to 2026, and you can see them free on our platform here.
記住,我們仍然認爲,公司的長期軌跡對於投資者來說更加重要。我們對廣聯達的估計(來自多位分析師)延伸至2026年,您可以在我們的平台上免費查看。
And what about risks? Every company has them, and we've spotted 3 warning signs for Glodon you should know about.
那麼風險呢?每個公司都有風險。我們注意到,廣聯達有3個警告信號,您應該知道。
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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。