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Hayward Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Hayward Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Hayward Holdings, Inc.擊敗分析師估算:查看共識對明年的預測
Simply Wall St ·  11/01 23:21

A week ago, Hayward Holdings, Inc. (NYSE:HAYW) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. The company beat expectations with revenues of US$228m arriving 2.1% ahead of forecasts. Statutory earnings per share (EPS) were US$0.07, 8.2% ahead of estimates. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

一週前,海沃德控股有限公司(NYSE:HAYW)公佈了一組強勁的季度數據,這可能導致股票重新評估。公司以2.1%的優勢,創下2,2800萬美元的營收,超出預期。法定每股收益(EPS)爲0.07美元,比估值高8.2%。分析師通常會在每次業績後更新他們的預測,我們可以從他們的估值中判斷他們對公司的看法是否有變化,或者是否有任何需要注意的新問題。因此,我們收集了最新的業績後預測,看看預估暗示明年會發生什麼。

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NYSE:HAYW Earnings and Revenue Growth November 1st 2024
紐交所:HAYW盈利和營收增長於2024年11月1日

Taking into account the latest results, the consensus forecast from Hayward Holdings' ten analysts is for revenues of US$1.10b in 2025. This reflects a notable 9.6% improvement in revenue compared to the last 12 months. Per-share earnings are expected to bounce 35% to US$0.59. In the lead-up to this report, the analysts had been modelling revenues of US$1.10b and earnings per share (EPS) of US$0.59 in 2025. 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,海沃德控股的十位分析師一致預測,2025年營收將達到11億美元。這相較於過去12個月有明顯的9.6%營收增長。每股收益預計將增長35%,達到0.59美元。在發佈這一報告之前,分析師們一直在預測2025年的營收爲110億美元,每股收益(EPS)爲0.59美元。因此很明顯,儘管分析師已更新他們的預測,但在最新結果之後並沒有對業務預期產生重大變化。

The analysts reconfirmed their price target of US$16.72, 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. Currently, the most bullish analyst values Hayward Holdings at US$20.00 per share, while the most bearish prices it at US$14.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

分析師重申了16.72美元的目標股價,表明公司的業務表現良好,符合預期。審視分析師預估的範圍也是有教益的,以評估離群意見與均值之間的差異。目前,最看好的分析師看好海沃德控股每股20.00美元,而最看淡的價格爲每股14.00美元。可以看出,分析師對股票未來並不完全一致,但預估範圍仍然相對狹窄,這可能表明結果並非完全不可預測。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Hayward Holdings' past performance and to peers in the same industry. One thing stands out from these estimates, which is that Hayward Holdings is forecast to grow faster in the future than it has in the past, with revenues expected to display 7.6% annualised growth until the end of 2025. If achieved, this would be a much better result than the 0.4% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 4.5% per year. So it looks like Hayward Holdings is expected to grow faster than its competitors, at least for a while.

這些預估令人感興趣,但在看到預測與海沃德控股過去業績及同行業同行相比時,繪製一些更廣泛的框架會更有用。這些預估中有一點值得關注,即海沃德控股預計未來的增長速度將超過過去,預計到2025年底,營收預計以7.6%的年增長率增長。如果實現,這將比過去五年的每年下降0.4%的結果要好得多。相比之下,我們的數據顯示,該行業中其他公司(接受分析覆蓋)的營收預計每年增長4.5%。因此,海沃德控股有望比競爭對手增長更快,至少一段時間內是這樣。

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 obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

最明顯的結論是,近期業務前景並沒有發生重大變化,因爲分析師們保持了盈利預測,與以前的預測一致。幸運的是,他們還重新確認了公司的營收數字,表明結果與預期相符。此外,我們的數據表明,營業收入預計將比整個行業增長得更快。一致的預期目標價格並沒有發生實質性的變化,這表明公司內在價值在最新的預測中沒有發生重大變化。

With that in mind, we wouldn't be too quick to come to a conclusion on Hayward Holdings. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Hayward Holdings analysts - going out to 2026, and you can see them free on our platform here.

考慮到這一點,我們不應該太快就對海沃德控股下結論。長期盈利能力比明年的利潤更重要。我們有來自多位海沃德控股分析師的預測,覆蓋至2026年,您可以在我們的平台上免費查看。

You should always think about risks though. Case in point, we've spotted 1 warning sign for Hayward Holdings you should be aware of.

但是您應該始終關注風險。例如,我們已經發現了1個關於海沃德控股的警示信號,您應該注意。

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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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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。

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