Results: Thermo Fisher Scientific Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Results: Thermo Fisher Scientific Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a good week for Thermo Fisher Scientific Inc. (NYSE:TMO) shareholders, because the company has just released its latest quarterly results, and the shares gained 10.0% to US$595. The result was positive overall - although revenues of US$11b were in line with what the analysts predicted, Thermo Fisher Scientific surprised by delivering a statutory profit of US$4.04 per share, modestly greater than expected. 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
這對Thermo Fisher Scientific Inc. (紐交所:TMO)股東來說是一個非常不錯的一週,因爲該公司剛剛發佈了最新季度業績報告,股價上漲了10.0%至595美元。雖然110億美元的營業收入符合分析師的預期,但Thermo Fisher Scientific通過每股4.04美元的法定利潤交出的業績略高於預期。對於投資者來說,這是一個重要的時刻,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,並查看業務期望是否有任何變化。因此,我們收集了最新的盈利後預測數據,以了解下一年的預期。
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Taking into account the latest results, Thermo Fisher Scientific's 25 analysts currently expect revenues in 2024 to be US$43.0b, approximately in line with the last 12 months. Statutory per share are forecast to be US$16.11, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$43.0b and earnings per share (EPS) of US$16.02 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.
綜合考慮最新結果,Thermo Fisher Scientific的25位分析師目前預計,2024年的營業收入將達到430億美元,與過去12個月的數據大致相同。每股法定預計爲16.11美元,與過去12個月的數據大致相同。然而,在最新業績之前,分析師預計2024年的營業收入爲430億美元,每股收益(EPS)爲16.02美元。整體上來看,共識的分析師似乎沒有在這些結果中看到任何會改變他們的業務觀點的東西。
There were no changes to revenue or earnings estimates or the price target of US$632, 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. There are some variant perceptions on Thermo Fisher Scientific, with the most bullish analyst valuing it at US$677 and the most bearish at US$565 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
營收或盈利預期和632美元的目標價都沒有變化,這表明公司在最近的業績中達到了預期。共識目標價僅是個別分析師目標的平均值,因此-看一看底層估計範圍有多廣可能會很方便。在Thermo Fisher Scientific上存在一些不同的觀點,最看好的分析師的估值爲677美元,最看淡的爲565美元每股。儘管估計範圍較小,但它表明分析師對他們認爲公司的價值有很好的了解。
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 Thermo Fisher Scientific's revenue growth is expected to slow, with the forecast 2.9% annualised growth rate until the end of 2024 being well below the historical 12% 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 6.6% per year. Factoring in the forecast slowdown in growth, it seems obvious that Thermo Fisher Scientific is also expected to grow slower than other industry participants.
我們還可以從更大的視角來看待這些估計,例如預測如何疊加在過去的表現方面,以及與行業中其他公司相比,預測是更看好還是更保守。值得注意的是,Thermo Fisher Scientific的收益增長預計將放緩,預計年化增長率爲2.9%,遠遠低於過去5年的每年12%的歷史增長率。作爲比較,這個行業中其他接受分析師關注的公司的營收預測每年增長6.6%。考慮到增長的預期放緩,似乎顯然Thermo Fisher Scientific預計也會比其他行業參與者增長較慢。
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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Thermo Fisher Scientific's revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$632, 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,分析師重新確認業績每股收益的預期。幸運的是,分析師也確認了其營收預期,表明其符合預期。儘管我們的數據確實表明Thermo Fisher Scientific的營收預期將表現不如其他行業,但共識目標價穩定在632美元,最新的估值預期並未對其目標價產生影響。
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. At Simply Wall St, we have a full range of analyst estimates for Thermo Fisher Scientific going out to 2026, and you can see them free on our platform here..
基於這種思路,我們認爲業務的長期前景比明年的業績更重要。在Simply Wall St上,我們對Thermo Fisher Scientific的分析師預測進行了全面的統計,以2026年爲止,您可以在這裏免費查看。
However, before you get too enthused, we've discovered 1 warning sign for Thermo Fisher Scientific that you should be aware of.
然而,在您興高采烈之前,我們已經發現了1個Thermo Fisher Scientific的警告信號,您應該意識到。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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。
譯文內容由第三人軟體翻譯。