Luxshare Precision Industry Co., Ltd. Beat Revenue Forecasts By 8.9%: Here's What Analysts Are Forecasting Next
Luxshare Precision Industry Co., Ltd. Beat Revenue Forecasts By 8.9%: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Luxshare Precision Industry Co., Ltd. (SZSE:002475) filed its quarterly result this time last week. The early response was not positive, with shares down 5.7% to CN¥43.42 in the past week. Results overall were respectable, with statutory earnings of CN¥0.51 per share roughly in line with what the analysts had forecast. Revenues of CN¥74b came in 8.9% ahead of analyst predictions. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
股东可能已经注意到,立讯精密工业股份有限公司(SZSE:002475)在上周这个时候提交了季度业绩。 初始反应并不乐观,过去一周股价下跌了5.7%,至43.42元人民币。整体业绩尚可,每股盈利为0.51元人民币,与分析师预测大致相符。营业收入为740亿人民币,比分析师预测高出8.9%。分析师通常会在每份财报后更新他们的预测,我们可以从他们的估计中判断公司的看法是否有所改变,或者是否有任何需要注意的新问题。 因此,我们收集了最新的财报后预测,以了解预估暗示未来一年可能出现什么情况。
Taking into account the latest results, the most recent consensus for Luxshare Precision Industry from 29 analysts is for revenues of CN¥300.2b in 2025. If met, it would imply a solid 19% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 39% to CN¥2.44. In the lead-up to this report, the analysts had been modelling revenues of CN¥296.0b and earnings per share (EPS) of CN¥2.44 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
考虑到最新业绩,来自29位分析师的立讯精密工业2025年营收的最新共识为3002亿人民币。如果实现,将意味着过去12个月营收实现了稳健的19%增长。预计每股收益将增长39%,达到2.44元人民币。 在此报告之前,分析师们一直在模拟2025年的2960亿人民币的营收和每股盈利(EPS)2.44元人民币。 所以很明显,尽管分析师已更新他们的预测,但在最新结果之后对业务的期望没有发生重大变化。
With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 5.1% to CN¥49.72. It looks as though they previously had some doubts over whether the business would live up to their expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Luxshare Precision Industry, with the most bullish analyst valuing it at CN¥62.70 and the most bearish at CN¥33.00 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
随着分析师重新确认其营收和盈利预测,令人惊讶的是,目标价上涨了5.1%,至49.72元人民币。看来他们此前对业务是否能达到他们的期望曾有一些怀疑。 还值得关注的是分析师预测范围,以评估离群意见与平均意见有多大不同。对立讯精密工业有一些不同的看法,最看好的分析师将其价值定为62.70元人民币,而最看淡的为33.00元人民币每股。 正如您所看到的,分析师对股票的未来并不都持相同观点,但预测范围仍然相对窄,这可能表明结果并非完全不可预测。
Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Luxshare Precision Industry's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 15% growth on an annualised basis. This is compared to a historical growth rate of 28% 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 18% annually. Factoring in the forecast slowdown in growth, it seems obvious that Luxshare Precision Industry is also expected to grow slower than other industry participants.
当然,查看这些预测的另一种方式是将它们与行业板块本身进行对比。很明显,人们预期立讯精密的营业收入增长将大幅放缓,到2025年底,预计年均增长率为15%。这与过去五年28%的历史增长率相比。将这与行业中其他公司(根据分析师预测)进行比较,预计这些公司的年均营收增长率为18%。考虑到增长放缓的预测,显然立讯精密也预计会比其他行业参与者增长速度慢。
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 important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse 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.
最重要的是,分析师们没有看到任何影响他们对于公司之前每股收益的估计的观点发生改变。好的一方面是营收预估没有发生重大变化,尽管预测表明它们将表现不如更广泛的行业。我们注意到价格目标的升级,这表明分析师认为企业的内在价值可能会随时间的推移而提高。
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Luxshare Precision Industry going out to 2026, and you can see them free on our platform here.
话虽如此,公司收益的长期轨迹比明年更重要。我们对立讯精密的2026年预测已出,您可以在我们的平台上免费查看。
You can also see whether Luxshare Precision Industry is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.
您还可以免费在我们的平台上查看立讯精密是否负债过重,以及其资产负债表是否健康。
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