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Results: CACI International Inc Beat Earnings Expectations And Analysts Now Have New Forecasts

Results: CACI International Inc Beat Earnings Expectations And Analysts Now Have New Forecasts

業績:CACI International Inc的收益超出了預期,分析師現在有了新的預測
Simply Wall St ·  04/26 19:47

CACI International Inc (NYSE:CACI) investors will be delighted, with the company turning in some strong numbers with its latest results. Results were good overall, with revenues beating analyst predictions by 4.4% to hit US$1.9b. Statutory earnings per share (EPS) came in at US$5.13, some 7.1% above whatthe analysts had expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

CACI國際公司(紐約證券交易所代碼:CACI)的投資者將感到高興,該公司的最新業績帶來了一些強勁的數字。總體業績良好,收入比分析師的預期高出4.4%,達到19億美元。法定每股收益(EPS)爲5.13美元,比分析師的預期高出約7.1%。對於投資者來說,盈利是一個重要時刻,因爲他們可以追蹤公司的業績,查看分析師對明年的預測,看看對公司的情緒是否發生了變化。因此,我們收集了最新的業績後預測,以了解估計對明年的預測。

earnings-and-revenue-growth
NYSE:CACI Earnings and Revenue Growth April 26th 2024
紐約證券交易所:CACI收益和收入增長 2024年4月26日

Taking into account the latest results, the most recent consensus for CACI International from twelve analysts is for revenues of US$7.70b in 2025. If met, it would imply an okay 5.1% increase on its revenue over the past 12 months. Per-share earnings are expected to climb 15% to US$20.20. In the lead-up to this report, the analysts had been modelling revenues of US$7.66b and earnings per share (EPS) of US$20.50 in 2025. 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.

考慮到最新業績,十二位分析師對CACI國際的最新共識是,2025年的收入爲77.0億美元。如果得到滿足,這意味着其收入在過去12個月中增長了5.1%。每股收益預計將增長15%,至20.20美元。在本報告發布之前,分析師一直在模擬2025年的收入爲76.6億美元,每股收益(EPS)爲20.50美元。鑑於他們的估計沒有重大變化,共識分析師似乎沒有在這些結果中看到任何會改變他們對業務看法的內容。

There were no changes to revenue or earnings estimates or the price target of US$406, suggesting that the company has met expectations in its recent result. 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 CACI International analyst has a price target of US$464 per share, while the most pessimistic values it at US$355. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting CACI International is an easy business to forecast or the the analysts are all using similar assumptions.

收入或收益預期或406美元的目標股價沒有變化,這表明該公司最近的業績達到了預期。共識目標股價只是個別分析師目標的平均值,因此——可以很方便地看到基礎估計值的範圍有多廣。最樂觀的CACI國際分析師將目標股價定爲每股464美元,而最悲觀的分析師則將其估值爲355美元。即便如此,在估計分組相對接近的情況下,分析師似乎對自己的估值非常有信心,這表明CACI International是一項易於預測的業務,或者分析師都使用了類似的假設。

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that CACI International's revenue growth is expected to slow, with the forecast 4.1% annualised growth rate until the end of 2025 being well below the historical 7.0% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.3% per year. Factoring in the forecast slowdown in growth, it seems obvious that CACI International is also expected to grow slower than other industry participants.

我們可以從大局的角度看待這些估計值的另一種方式,例如預測如何與過去的表現相提並論,以及預測相對於業內其他公司是否或多或少看漲。我們要強調的是,預計CACI國際的收入增長將放緩,預計到2025年底的年化增長率爲4.1%,遠低於過去五年的歷史年增長率7.0%。相比之下,該行業中其他有分析師報道的公司的收入預計將以每年6.3%的速度增長。考慮到增長放緩的預測,很明顯,預計CACI International的增長速度也將低於其他行業參與者。

The Bottom Line

底線

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. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

要了解的最重要的一點是,市場情緒沒有重大變化,分析師再次確認該業務的表現與他們先前的每股收益預期一致。從好的方面來看,收入估計沒有重大變化;儘管預測表明它們的表現將比整個行業差。共識目標股價沒有實際變化,這表明該業務的內在價值與最新估計相比沒有發生任何重大變化。

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 CACI International going out to 2026, and you can see them free on our platform here.

根據這種思路,我們認爲該業務的長期前景比明年的收益重要得多。我們對CACI國際的預測將持續到2026年,你可以在我們的平台上免費查看。

And what about risks? Every company has them, and we've spotted 1 warning sign for CACI International you should know about.

那風險呢?每家公司都有它們,我們發現了一個你應該知道的CACI國際警告標誌。

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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.

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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

譯文內容由第三人軟體翻譯。


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