GATX Corporation Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
GATX Corporation Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, GATX Corporation (NYSE:GATX) recently reported its quarterly numbers. It looks like a credible result overall - although revenues of US$380m were in line with what the analysts predicted, GATX surprised by delivering a statutory profit of US$2.03 per share, a notable 16% above expectations. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
你可能知道，GATX公司（紐約證券交易所代碼：GATX）最近公佈了其季度數據。總體而言，這似乎是一個可信的結果——儘管3.8億美元的收入與分析師的預測一致，但GATX出人意料地實現了每股2.03美元的法定利潤，比預期高出16％。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。考慮到這一點，我們收集了最新的法定預測，以了解分析師對明年的預期。
After the latest results, the four analysts covering GATX are now predicting revenues of US$1.55b in 2024. If met, this would reflect a modest 6.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to increase 8.0% to US$7.64. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.55b and earnings per share (EPS) of US$7.56 in 2024. 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.
根據最新業績，負責GATX的四位分析師現在預測2024年的收入爲15.5億美元。如果得到滿足，這將反映出收入與過去12個月相比略有增長6.9％。每股收益預計將增長8.0％，至7.64美元。然而，在最新業績公佈之前，分析師曾預計2024年的收入爲15.5億美元，每股收益（EPS）爲7.56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。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$138. 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 GATX, with the most bullish analyst valuing it at US$148 and the most bearish at US$122 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
因此，得知共識目標股價基本保持不變爲138美元也就不足爲奇了。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。對GATX的看法有所不同，最看漲的分析師將其估值爲148美元，最看跌的爲每股122美元。由於估值範圍如此狹窄，分析師顯然對他們認爲的業務價值有相似的看法。
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. The analysts are definitely expecting GATX's growth to accelerate, with the forecast 9.2% annualised growth to the end of 2024 ranking favourably alongside historical growth of 2.1% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 5.7% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that GATX is expected to grow much faster than its industry.
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。分析師們肯定預計GATX的增長將加速，預計到2024年底的年化增長率爲9.2％，而過去五年的歷史年增長率爲2.1％。相比之下，我們的數據表明，預計類似行業的其他公司（有分析師報道）的收入將以每年5.7％的速度增長。考慮到收入增長的預測，很明顯，預計GATX的增長速度將比其行業快得多。
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. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster 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。令人高興的是，收入預測沒有重大變化，預計該業務的增長速度仍將快於整個行業。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 estimates - from multiple GATX analysts - going out to 2025, 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。根據多位GATX分析師的估計，到2025年，你可以在我們的平台上免費查看。
Don't forget that there may still be risks. For instance, we've identified 3 warning signs for GATX (1 is potentially serious) you should be aware of.
別忘了可能仍然存在風險。例如，我們已經確定了你應該注意的 GATX 的 3 個警告信號（1 個可能很嚴重）。
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