Chemed Corporation Just Missed EPS By 8.1%: Here's What Analysts Think Will Happen Next
Chemed Corporation Just Missed EPS By 8.1%: Here's What Analysts Think Will Happen Next
The second-quarter results for Chemed Corporation (NYSE:CHE) were released last week, making it a good time to revisit its performance. It looks like the results were a bit of a negative overall. While revenues of US$596m were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 8.1% to hit US$4.65 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
上周,Chemed Corporation (NYSE:CHE)发布了第二季度财报,重新审视其表现会是个好时机。总体而言,业务表现相对较差。尽管营业收入达到了分析师的预测水平,达到了5,9600万美元,但法定收益低于预期,每股收益为4.65美元,比预期低8.1%。这是投资者追踪企业业绩的重要时刻,可以借此报告来了解业务的预期和走势,以及专家对下一年度的预测,以及业务预期是否有变化。我们认为,分析师对下一年度的(法定)盈利预测是最新的信息极具吸引力。
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Taking into account the latest results, the most recent consensus for Chemed from twin analysts is for revenues of US$2.44b in 2024. If met, it would imply a credible 4.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 4.6% to US$20.86. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$2.43b and earnings per share (EPS) of US$20.46 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.
根据最新财报,目前两位分析师对Chemed公司2024年的营业收入共识预测为24.4亿美元,如果达到这一预测,将意味着其营业收入在过去12个月内增长了4.5%。同时,预测其每股收益将增长4.6%至20.86美元。然而,在最新财报公布之前,分析师们曾预计Chemed在2024年的营业收入为24.3亿美元,每股收益为20.46美元。最新财报并未对分析师的业务预期产生影响。
There were no changes to revenue or earnings estimates or the price target of US$685, suggesting that the company has met expectations in its recent result.
财报中未对企业的营收预期、盈利预期或目标价产生任何变化,表明该企业的财报符合预期。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Chemed's past performance and to peers in the same industry. It's clear from the latest estimates that Chemed's rate of growth is expected to accelerate meaningfully, with the forecast 9.3% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 3.7% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.9% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Chemed is expected to grow much faster than its industry.
这些预测数据很有趣,但看看预测数据如何与Chemed的过去表现及同行业的公司相比较会更有用。从最新的预测数据可以清晰地看出,Chemed的增长率有望显著加速,到2024年末的预计年化营收增长率达到9.3%,明显快于其过去五年3.7%年化营收增长率的历史水平。与同行业其他公司相比,其预计年化营收增长率为6.9%。考虑到预计的营收加速增长,很明显Chemed预计将比同行业增长更快。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
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. The consensus price target held steady at US$685, with the latest estimates not enough to have an impact on their price targets.
最明显的结论是,企业前景近期并无重大变化,分析师维持了其盈利预测的稳定性,与先前的预测相吻合。幸运的是,他们还重新确认了其营收情况,表明其营收正按预期跟踪发展。此外,我们的数据表明,Chemed的营收预计将比整个行业增长速度更快。在最新预测中,共识目标价稳定在685美元,最新预测数据对目标价没有影响。
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. We have analyst estimates for Chemed going out as far as 2026, and you can see them free on our platform here.
根据我们对这条线路的思考,我们认为企业的长期前景比明年的盈利更为重要。我们的研究人员对Chemed估价一直持续到2026年,并且你可以在我们的平台上免费查看这些数据。
You still need to take note of risks, for example - Chemed has 1 warning sign we think you should be aware of.
还需要注意风险,例如 - Chemed有1个警示信号,我们认为您应该了解。
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这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。