The DuPont De Nemours, Inc. (NYSE:DD) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
The DuPont De Nemours, Inc. (NYSE:DD) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
Investors in DuPont de Nemours, Inc. (NYSE:DD) had a good week, as its shares rose 4.3% to close at US$86.59 following the release of its quarterly results. It was a credible result overall, with revenues of US$3.2b and statutory earnings per share of US$1.09 both in line with analyst estimates, showing that DuPont de Nemours is executing in line with expectations. 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 DuPont de Nemours after the latest results.
杜邦公司(NYSE:DD)的投資者過得很不錯,因爲其股價上漲了4.3%,收於86.59美元,緊隨季度業績發佈之後。整體而言,這是一個可靠的業績,營業收入爲32億美元,每股收益爲1.09美元,均符合分析師的預期,顯示杜邦公司正按照預期執行。分析師通常會在每份業績報告後更新他們的預測,我們可以從他們的估計中判斷他們對公司的看法是否有變化,或者是否有任何新的值得注意的問題。讀者會高興地知道,我們已彙總了最新的業績預測,以查看分析師在最新業績發佈後是否改變了對杜邦公司的看法。
Taking into account the latest results, the current consensus from DuPont de Nemours' 16 analysts is for revenues of US$13.1b in 2025. This would reflect an okay 7.1% increase on its revenue over the past 12 months. Per-share earnings are expected to soar 162% to US$3.19. Before this earnings report, the analysts had been forecasting revenues of US$13.1b and earnings per share (EPS) of US$3.18 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.
考慮到最新的業績,杜邦公司的16位分析師目前達成一致意見,預計2025年營業收入達到131億美元。這將反映過去12個月內其營業收入略有增長,增幅爲7.1%。預計每股收益將激增162%,達到3.19美元。在這份業績報告之前,分析師預測2025年的營業收入爲131億美元,每股收益爲3.18美元。因此,儘管分析師已更新他們的預期,但在最新業績發佈後,對該業務的預期基本上沒有發生重大變化。
The analysts reconfirmed their price target of US$95.31, showing that the business is executing well and in line with expectations. 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. There are some variant perceptions on DuPont de Nemours, with the most bullish analyst valuing it at US$106 and the most bearish at US$52.00 per share. 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 DuPont de Nemours shareholders.
分析師再次確認了他們對95.31美元的目標股價,表明該業務運營良好,符合預期。共識目標價格只是各個分析師目標的平均值,因此,了解基礎估計的範圍有多廣可能會很有用。對於杜邦公司存在一些不同的看法,其中最看好的分析師將其價值定爲106美元,而最看淡的爲52.00美元每股。分析師對該業務的觀點確實有所不同,但在我們看來,預估範圍不夠廣,不足以暗示極端結果可能會等待杜邦公司的股東。
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. One thing stands out from these estimates, which is that DuPont de Nemours is forecast to grow faster in the future than it has in the past, with revenues expected to display 5.6% annualised growth until the end of 2025. If achieved, this would be a much better result than the 9.2% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 4.6% per year. So it looks like DuPont de Nemours is expected to grow at about the same rate as the wider industry.
現在來看更大的圖片,我們可以通過將這些預測與過去的表現和行業增長預估進行比較來理解。這些預測中有一點是顯而易見的,那就是杜邦即將在未來增長速度快於過去,預計營業收入將在2025年底前顯示出5.6%的年增長。如果實現,這將比過去五年的9.2%年度下降要好得多。相比之下,我們的數據顯示,同行業的其他公司(受到分析師關注)預計其收入每年增長4.6%。因此,看起來杜邦預計將以與更廣泛行業相同的速度增長。
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 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. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at US$95.31, with the latest estimates not enough to have an impact on their price targets.
最重要的是,情緒沒有發生重大變化,分析師再次確認業務表現與他們先前的每股收益預估一致。他們還確認了其營業收入預估,預計該公司的增長速度與更廣泛行業大致相同。共識價格目標保持在95.31美元,最新預估不足以對他們的價格目標產生影響。
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 forecasts for DuPont de Nemours going out to 2026, and you can see them free on our platform here.
在這樣的思路之後,我們認爲業務的長期前景比明年的收益更加相關。我們對杜邦的預測延伸至2026年,您可以在我們的平台免費查看。
Don't forget that there may still be risks. For instance, we've identified 3 warning signs for DuPont de Nemours that you should be aware of.
不要忘記可能還存在風險。例如,我們已經發現了杜邦存在的3個警示信號,您應該注意。
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Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。