Werner Enterprises, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Werner Enterprises, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Werner Enterprises, Inc. (NASDAQ:WERN) came out with its second-quarter results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. It looks like a pretty bad result, all things considered. Although revenues of US$761m were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 27% to hit US$0.15 per share. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
沃納企業(NASDAQ:WERN)上週公佈了其第二季度業績,我們想看看公司的表現如何,以及本次報告後行業預測師對公司的看法。總的來說,結果很糟糕。雖然營收達到了76100萬美元,符合分析師的預測,但法定收益卻大幅下滑,每股收益僅爲0.15美元,低於預期27%。分析師通常會在每次業績發佈後更新他們的預測,我們可以從他們的估計判斷他們對公司的看法是否發生了變化,或者是否有任何新的問題需要注意。考慮到這一點,我們收集了最新的法定預測,看看分析師對未來一年的預期。
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Following last week's earnings report, Werner Enterprises' 13 analysts are forecasting 2024 revenues to be US$3.11b, approximately in line with the last 12 months. Statutory earnings per share are expected to decline 20% to US$0.82 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$3.15b and earnings per share (EPS) of US$1.07 in 2024. So there's definitely been a decline in sentiment after the latest results, noting the large cut to new EPS forecasts.
在上週發佈業績後,沃納企業的13位分析師預測2024年的收入將達到31.1億美元,與過去12個月的水平大致相同。法定每股收益預計在同一期間下降20%,至0.82美元。在這份業績之前,分析師一直預測2024年的收入爲31.5億美元,每股收益爲1.07美元。因此,在最新的預測中,肯定存在情緒下降,特別是要注意新的每股收益預測顯著下降。
It might be a surprise to learn that the consensus price target was broadly unchanged at US$38.93, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. 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. The most optimistic Werner Enterprises analyst has a price target of US$56.00 per share, while the most pessimistic values it at US$26.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
令人驚訝的是,共識價格目標基本保持不變,爲38.93美元,分析師明顯暗示預計的收益下降不會對估值產生太大影響。共識價格目標只是個人分析師目標的平均值,因此,了解基本估計的範圍有多廣泛可能會很有用。最樂觀的沃納企業分析師的價格目標爲每股56.00美元,而最悲觀的則爲每股26.00美元。注意分析師價格目標的巨大差距?這告訴我們,基礎業務可能存在相當廣泛的可能情景。
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. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 3.8% by the end of 2024. This indicates a significant reduction from annual growth of 8.1% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 7.7% per year. It's pretty clear that Werner Enterprises' revenues are expected to perform substantially worse than the wider industry.
獲取更多關於這些預測的上下文方式之一是比較它們與過去的表現以及同一行業其他公司的表現。這些預測表明,預計收入將減緩,到2024年底年化下降3.8%。這表明與過去五年年增長率的8.1%相比,公司營收出現了重大下降。將其與我們的數據進行比較,我們的數據顯示,同一行業的其他公司預計年收入將增長7.7%。可以很清楚地看到,沃納企業的營收預計將比整個行業表現差得多。
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 important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Werner Enterprises' revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$38.93, with the latest estimates not enough to have an impact on their price targets.
最重要的事情是,分析師下調了他們的每股收益預測,這表明在這些結果之後情緒明顯下降。幸運的是,分析師還重申了他們的收入預測,表明它正在按預期進行。雖然我們的數據確實表明沃納企業的營收預計將比整個行業表現差。共識價格目標保持穩定在38.93美元,最新預測不足以對其價格目標產生影響。
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Werner Enterprises going out to 2026, and you can see them free on our platform here.
話雖如此,公司的收益的長期軌跡比明年要重要得多。我們對沃納企業的預測將持續到2026年,您可以在我們的平台上免費查看。
Before you take the next step you should know about the 4 warning signs for Werner Enterprises (1 doesn't sit too well with us!) that we have uncovered.
在您採取下一步行動之前,應該了解沃納企業的4個警告信號(其中1個對我們不太對)。
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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.
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
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。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。