Silgan Holdings Inc. (NYSE:SLGN) Released Earnings Last Week And Analysts Lifted Their Price Target To US$51.91
Silgan Holdings Inc. (NYSE:SLGN) Released Earnings Last Week And Analysts Lifted Their Price Target To US$51.91
Investors in Silgan Holdings Inc. (NYSE:SLGN) had a good week, as its shares rose 3.3% to close at US$45.25 following the release of its yearly results. Silgan Holdings reported US$6.0b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$2.98 beat expectations, being 3.2% higher than what the analysts expected. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Silgan Holdings after the latest results.
西爾根控股公司(紐約證券交易所代碼:SLGN)的投資者度過了愉快的一週,在公佈年度業績後,其股價上漲了3.3%,收於45.25美元。Silgan Holdings公佈的收入爲60億美元,與分析師的預測大致一致,儘管法定每股收益(EPS)爲2.98美元,超出預期,比分析師的預期高出3.2%。根據結果,分析師更新了他們的盈利模式,很高興知道他們是否認爲公司的前景發生了巨大變化,或者業務是否照舊。讀者會很高興得知我們已經彙總了最新的法定預測,以了解分析師在最新業績公佈後是否改變了對Silgan Holdings的看法。
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Taking into account the latest results, Silgan Holdings' eleven analysts currently expect revenues in 2024 to be US$6.09b, approximately in line with the last 12 months. Per-share earnings are expected to rise 6.0% to US$3.25. In the lead-up to this report, the analysts had been modelling revenues of US$6.11b and earnings per share (EPS) of US$3.29 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.
考慮到最新業績,Silgan Holdings的11位分析師目前預計2024年的收入爲60.9億美元,與過去12個月大致持平。每股收益預計將增長6.0%,至3.25美元。在本報告發布之前,分析師一直在模擬2024年的收入爲61.1億美元,每股收益(EPS)爲3.29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。
With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 6.1% to US$51.91. It looks as though they previously had some doubts over whether the business would live up to their 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. Currently, the most bullish analyst values Silgan Holdings at US$62.00 per share, while the most bearish prices it at US$42.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
隨着分析師重新確認收入和收益預測,令人驚訝的是,目標股價上漲了6.1%,至51.91美元。看來他們此前對企業能否達到他們的期望有些懷疑。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。目前,最看漲的分析師對Silgan Holdings的估值爲每股62.00美元,而最看跌的分析師估值爲42.00美元。這表明估值仍然存在一點差異,但分析師似乎對該股的看法並不完全分歧,好像這可能是成功或失敗一樣。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Silgan Holdings' revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 1.7% growth on an annualised basis. This is compared to a historical growth rate of 8.7% 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 2.9% annually. Factoring in the forecast slowdown in growth, it seems obvious that Silgan Holdings is also expected to grow slower than other industry participants.
了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。很明顯,預計Silgan Holdings的收入增長將大幅放緩,預計到2024年底的收入按年計算將增長1.7%。相比之下,過去五年的歷史增長率爲8.7%。相比之下,該行業的其他公司(根據分析師的預測),後者的總體收入預計每年將增長2.9%。考慮到預期的增長放緩,似乎很明顯,預計西爾根控股的增長速度也將低於其他行業參與者。
The Bottom Line
底線
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, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Silgan Holdings' revenue is expected to perform worse 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.
最明顯的結論是,該業務的前景最近沒有重大變化,分析師的收益預測保持穩定,與先前的估計一致。幸運的是,分析師還重申了他們的收入預期,表明收入符合預期。儘管我們的數據確實表明,預計Silgan Holdings的收入表現將低於整個行業。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 Silgan Holdings 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Silgan Holdings到2026年的全方位估計,你可以在我們的平台上免費查看。
Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Silgan Holdings (1 makes us a bit uncomfortable) you should be aware of.
別忘了可能仍然存在風險。例如,我們已經確定了Silgan Holdings的兩個警告信號(其中一個讓我們有點不舒服),你應該注意。
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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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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根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。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,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。