Champion Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Champion Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Champion Homes, Inc. (NYSE:SKY) defied analyst predictions to release its first-quarter results, which were ahead of market expectations. Champion Homes beat earnings, with revenues hitting US$628m, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 13%. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Champion Homes公司(紐交所:SKY)在發佈第一季度業績報告時超出市場預期。盈利超過預期,營業收入達到6,2800萬美元,並且每股收益相較分析師預測表現出色,增長幅度達到13%。對投資者來說,這是一個重要時刻,他們可以在報告中跟蹤一家公司的業績,了解專家對下一年的預測,並查看業務預期是否有任何變化。因此,我們收集了最新的業績統計共識預測,以了解明年可能會發生什麼。
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Taking into account the latest results, the current consensus from Champion Homes' five analysts is for revenues of US$2.42b in 2025. This would reflect a decent 11% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 26% to US$3.08. Before this earnings report, the analysts had been forecasting revenues of US$2.34b and earnings per share (EPS) of US$2.76 in 2025. So it seems there's been a definite increase in optimism about Champion Homes' future following the latest results, with a substantial gain in the earnings per share forecasts in particular.
考慮到最新的業績,Champion Homes的五位分析師目前預測2025年的營業收入將達到24.2億美元,較過去12個月的營業收入有一個顯著的增長11%。預測每股收益將飆升26%至3.08美元。在此業績報告發布之前,分析師原本預測2025年的營業收入爲23.4億美元,預測每股收益爲2.76美元。因此,最新業績報告數據顯示,對於Champion Homes的未來,分析師信心顯著上升,特別是預測每股收益的大幅增長。
With these upgrades, we're not surprised to see that the analysts have lifted their price target 8.8% to US$81.60per share. 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. Currently, the most bullish analyst values Champion Homes at US$100.00 per share, while the most bearish prices it at US$68.00. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Champion Homes shareholders.
隨着這些調整,我們並不意外地看到,分析師將股票價格目標上調了8.8%,至每股81.60美元。然而還有另一種看待價格目標的方法,那就是看分析師提出的價格目標範圍,這是因爲廣泛的估計可能意味着人們對企業可能結果的看法有多種。目前,看好派分析師將Champion Homes的股票定價爲100美元,而看淡派則將股票定價爲68美元。分析師對這家公司的觀點確實存在差異,但在我們看來,預測範圍並不足以表明Champion Homes股東可能會遭遇極端的結果。
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. We can infer from the latest estimates that forecasts expect a continuation of Champion Homes'historical trends, as the 15% annualised revenue growth to the end of 2025 is roughly in line with the 13% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.8% annually. So although Champion Homes is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
了解這些預測的更多背景,一種方法是比較它們與過去的業績以及同行業其他公司的表現情況。我們可以從最新的預測中推斷出,預測者認爲Champion Homes的歷史增長趨勢將得以延續,因爲截至2025年底的年化營收增長率與過去五年的13%年度增長大致相當。將這與行業整體相比較,分析師估計其收入將按年增長5.8%。因此,雖然預計Champion Homes將保持其營業收入增長率,但其營收增長的速度肯定會比整個行業要快。
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 here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Champion Homes following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
這裏最重要的是:分析師升級了對Champion Homes的每股收益預測,這表明在此次業績報告之後,他們對Champion Homes的未來前景明顯看好。令人高興的是,他們還升級了對營業收入的預測,並預測它們將比整個行業增長得更快。我們注意到,股票價格目標有所上調,這表明分析師認爲公司的內在價值有望隨着時間的推移而提高。
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 Champion Homes going out to 2026, and you can see them free on our platform here..
在這種思路下,我們認爲公司的長期前景比明年的收益更具參考意義。在Simply Wall St,我們整理了Champion Homes截至2026年的全部分析師預測,你可以在這裏免費查看。
And what about risks? Every company has them, and we've spotted 2 warning signs for Champion Homes you should know about.
那風險呢?每家公司都有,我們已經發現了2個警告信號,你也應該了解一些。
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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。