Ducommun Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Ducommun Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Ducommun Incorporated (NYSE:DCO) shareholders are probably feeling a little disappointed, since its shares fell 2.2% to US$49.13 in the week after its latest yearly results. Ducommun reported US$757m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$1.14 beat expectations, being 9.6% higher than what the analysts expected. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Ducommun after the latest results.
杜康公司(纽约证券交易所代码:DCO)的股东可能会感到有些失望,因为其股价在公布最新年度业绩后的一周内下跌了2.2%,至49.13美元。Ducommun公布的收入为7.57亿美元,与分析师的预测大致一致,尽管1.14美元的法定每股收益(EPS)超出预期,比分析师的预期高出9.6%。分析师通常会在每份收益报告中更新他们的预测,我们可以从他们的估计中判断他们对公司的看法是否发生了变化,或者是否有任何新的问题需要注意。读者会很高兴得知我们已经汇总了最新的法定预测,以了解分析师在最新业绩公布后是否改变了对Ducommun的看法。
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Taking into account the latest results, the current consensus from Ducommun's five analysts is for revenues of US$797.6m in 2024. This would reflect a reasonable 5.4% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 110% to US$2.30. Before this earnings report, the analysts had been forecasting revenues of US$812.6m and earnings per share (EPS) of US$2.36 in 2024. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.
考虑到最新业绩,杜康蒙的五位分析师目前的共识是,2024年的收入为7.976亿美元。这将反映其收入在过去12个月中合理增长了5.4%。预计每股法定收益将增长110%,至2.30美元。在本财报发布之前,分析师一直预测2024年的收入为8.126亿美元,每股收益(EPS)为2.36美元。鉴于明年每股收益略有下降,分析师在最新业绩公布后似乎对该业务变得更加消极了。
The consensus price target held steady at US$64.80, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Ducommun, with the most bullish analyst valuing it at US$72.00 and the most bearish at US$58.00 per share. This is a very narrow spread of estimates, implying either that Ducommun is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.
共识目标股价稳定在64.80美元,分析师似乎投票认为,在可预见的将来,他们较低的预期收益预计不会导致股价下跌。但是,还有另一种思考价格目标的方法,那就是研究分析师提出的价格目标范围,因为范围广泛的估计可能表明,对业务可能的结果有不同的看法。对杜康的看法有所不同,最看涨的分析师将其估值为72.00美元,最看跌的为每股58.00美元。这与估计值的差距非常小,这意味着杜康曼是一家易于估值的公司,或者(更有可能)分析师严重依赖一些关键假设。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Ducommun's past performance and to peers in the same industry. It's clear from the latest estimates that Ducommun's rate of growth is expected to accelerate meaningfully, with the forecast 5.4% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 2.0% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 6.5% annually. So it's clear that despite the acceleration in growth, Ducommun is expected to grow meaningfully slower than the industry average.
这些估计很有趣,但是在查看预测与杜科蒙过去的表现以及与同一行业的同行进行比较时,可以更粗略地描述一些细节。从最新估计中可以明显看出,杜康的增长率预计将大幅加速,预计到2024年底的年化收入增长率为5.4%,明显快于过去五年中每年2.0%的历史增长。相比之下,同行业的其他公司预计年收入将增长6.5%。因此,很明显,尽管增长加速,但预计Ducommun的增长将明显低于行业平均水平。
The Bottom Line
底线
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Ducommun. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$64.80, with the latest estimates not enough to have an impact on their price targets.
最大的担忧是,分析师下调了每股收益的预期,这表明杜康蒙可能会面临业务不利因素。从好的方面来看,收入估计没有重大变化;尽管预测表明它们的表现将比整个行业差。共识目标股价稳定在64.80美元,最新估计不足以对其目标价格产生影响。
With that in mind, we wouldn't be too quick to come to a conclusion on Ducommun. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Ducommun analysts - going out to 2025, and you can see them free on our platform here.
考虑到这一点,我们不会很快就Ducommun得出结论。长期盈利能力比明年的利润重要得多。多位Ducommun分析师估计,到2025年,你可以在我们的平台上免费查看。
Before you take the next step you should know about the 3 warning signs for Ducommun that we have uncovered.
在你采取下一步行动之前,你应该了解我们发现的Ducommun的3个警告信号。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。