Tecnoglass Inc. Just Beat EPS By 5.6%: Here's What Analysts Think Will Happen Next
Tecnoglass Inc. Just Beat EPS By 5.6%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Tecnoglass Inc. (NYSE:TGLS) shareholders, with its shares surging 11% to US$76.00 in the week since its latest third-quarter results. The result was positive overall - although revenues of US$238m were in line with what the analysts predicted, Tecnoglass surprised by delivering a statutory profit of US$1.05 per share, modestly greater than 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
對於Tecnoglass Inc.(紐約證券交易所代碼:TGLS)的股東來說,這是美好的一週,自公佈最新的第三季度業績以來,其股價在本週飆升了11%,至76.00美元。總體業績是積極的——儘管2.38億美元的收入與分析師的預測一致,但Tecnoglass出人意料地實現了每股1.05美元的法定利潤,略高於預期。對於投資者來說,盈利是一個重要時刻,因爲他們可以追蹤公司的業績,查看分析師對明年的預測,看看對公司的情緒是否發生了變化。我們認爲,讀者會發現分析師對明年最新(法定)業績後的預測很有趣。
Taking into account the latest results, the most recent consensus for Tecnoglass from five analysts is for revenues of US$981.7m in 2025. If met, it would imply a meaningful 16% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to leap 32% to US$4.23. Before this earnings report, the analysts had been forecasting revenues of US$984.7m and earnings per share (EPS) of US$4.16 in 2025. 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.
考慮到最新業績,五位分析師對Tecnoglass的最新共識是,2025年的收入爲9.817億美元。如果得到滿足,這意味着其收入在過去12個月中將大幅增長16%。預計每股法定收益將增長32%,至4.23美元。在本業績發佈之前,分析師一直預測2025年收入爲9.847億美元,每股收益(EPS)爲4.16美元。鑑於他們的估計沒有重大變化,共識分析師似乎沒有在這些結果中看到任何會改變他們對業務看法的內容。
The consensus price target rose 10% to US$75.75despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Tecnoglass' earnings by assigning a price premium. 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 Tecnoglass, with the most bullish analyst valuing it at US$88.00 and the most bearish at US$65.00 per share. 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.
儘管收益預期沒有有意義的變化,但共識目標股價上漲了10%,至75.75美元。可能是分析師通過分配價格溢價來反映Tecnoglass收益的可預測性。共識目標股價只是個別分析師目標的平均值,因此——可以很方便地看到基礎估計值的範圍有多廣。對Tecnoglass有一些不同的看法,最看漲的分析師將其估值爲88.00美元,最看跌的爲每股65.00美元。如你所見,分析師對該股的未來並不完全一致,但估計範圍仍然相當狹窄,這可能表明結果並非完全不可預測。
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. We would highlight that Tecnoglass' revenue growth is expected to slow, with the forecast 13% annualised growth rate until the end of 2025 being well below the historical 19% 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) 5.3% per year. So it's pretty clear that, while Tecnoglass' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
從現在的大局來看,我們可以理解這些預測的方法之一是看看它們如何與過去的業績和行業增長預期相比較。我們要強調的是,預計Tecnoglass的收入增長將放緩,預計到2025年底的年化增長率爲13%,遠低於過去五年19%的歷史年增長率。將其與業內其他有分析師報道的公司並列,預計這些公司的收入(總計)每年將增長5.3%。因此,很明顯,儘管預計Tecnoglass的收入增長將放緩,但預計其增長速度仍將超過該行業本身。
The Bottom Line
底線
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 major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
要了解的最重要的一點是,市場情緒沒有重大變化,分析師再次確認該業務的表現與他們先前的每股收益預期一致。令人高興的是,收入預測沒有重大變化,預計該業務的增長速度仍將快於整個行業。目標股價也大幅提高,分析師顯然認爲該業務的內在價值正在提高。
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. At Simply Wall St, we have a full range of analyst estimates for Tecnoglass going out to 2026, and you can see them free on our platform here..
根據這種思路,我們認爲該業務的長期前景比明年的收益重要得多。在Simply Wall St,我們有分析師對Tecnoglass到2026年的全方位估計,你可以在我們的平台上免費查看。
Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.
需要考慮的另一件事是管理層和董事最近是否在買入或賣出股票。我們在此處概述了過去十二個月在我們的平台上所有公開市場股票交易。
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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提供基於歷史數據和分析師預測的評論,我們的文章並非旨在提供財務建議。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,我們的分析可能不會考慮最新的價格敏感型公司公告或定性材料。華爾街只是沒有持有上述任何股票的頭寸。