AAON, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
AAON, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
AAON, Inc. (NASDAQ:AAON) defied analyst predictions to release its second-quarter results, which were ahead of market expectations. AAON delivered a significant beat to revenue and earnings per share (EPS) expectations, hitting US$314m-11% above indicated-andUS$0.62-20% above forecasts- respectively The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
AAON公司(NASDAQ:AAON)發佈了二季度業績,結果超過了市場預期。AAON公司的營業收入和每股收益都大大超過了預期,分別爲3.14億美元,較預期高11%和0.62美元,較預期高20%。分析師通常會在每個業績後更新他們的預測,我們可以從他們的估計中判斷他們對公司的看法是否有所改變,或者是否有任何新的問題需要注意。我們已經收集了最近的預測,以查看分析師是否在這些結果之後改變了他們的盈利模式。
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Taking into account the latest results, the current consensus from AAON's five analysts is for revenues of US$1.22b in 2024. This would reflect an okay 2.4% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to reduce 2.4% to US$2.25 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.21b and earnings per share (EPS) of US$2.21 in 2024. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
考慮到最新的結果,AAON的五家分析機構的市場預期爲2024年營業收入爲12.2億美元,這表明在過去的12個月中,營業收入增長了2.4%。法定每股收益預計在同一期間內下降2.4%至2.25美元。然而,在最新業績公佈之前,分析師曾預計2024年營業收入爲12.1億美元,每股收益爲2.21美元。因此,儘管分析師已經更新了他們的預測,但在這些結果之後,對於該業務的預期並沒有發生重大變化。
The analysts reconfirmed their price target of US$96.50, showing that the business is executing well and in line with expectations. 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 AAON, with the most bullish analyst valuing it at US$102 and the most bearish at US$80.00 per share. This is a very narrow spread of estimates, implying either that AAON is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.
分析師重申了96.5美元的自有價格目標,這顯示該企業執行良好,符合預期。共識價值目標只是各個分析師目標的平均值,因此——看看基本估計值的範圍有多廣可能會很方便。就AAON而言,存在一些不同的看法,其中最看好的分析師將其價值估計爲102美元,而最看淡的分析師將其價值估計爲每股80.00美元。這是一個非常狹窄的估計範圍,表明AAON不可能估值困境,或者——更有可能的是,分析師在依賴一些關鍵假設。
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that AAON's revenue growth is expected to slow, with the forecast 4.9% annualised growth rate until the end of 2024 being well below the historical 23% 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) 5.2% annually. So it's pretty clear that, while AAON's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.
現在看一下更大的局面,我們可以通過將這些預測與過去的表現和行業增長預測進行比較來理解這些預測方式。我們要強調的是,AAON的營收增長預計將放緩,預計到2024年底的年化增長率爲4.9%,大大低於過去五年的23%年均增長率。將此與行業中覆蓋分析師的其他公司相比,這些公司預計(總體上)每年營收增長5.2%。因此,雖然AAON的營收增長預計將放緩,但它預計將與整個行業保持大致一致的增長。
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. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at US$96.50, with the latest estimates not enough to have an impact on their price targets.
最重要的是,並沒有發生重大的情緒變化,分析師重申該企業的業績與其之前的每股收益預估相似。幸運的是,營收預測沒有真正改變,業務仍然預計會與整個行業一起增長。共識價格目標穩定在96.5美元,最新的預估對其價格目標沒有影響。
With that in mind, we wouldn't be too quick to come to a conclusion on AAON. Long-term earnings power is much more important than next year's profits. We have forecasts for AAON going out to 2026, and you can see them free on our platform here.
因此,我們不應該過快得出對AAON的結論,長期的盈利能力比明年的利潤更重要。我們對AAON的預測一直到2026年,您可以在此免費查看。
You can also see whether AAON is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.
您也可以在此免費查看AAON是否負債過重,以及其資產負債表是否健康。
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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。