Champion Homes, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Champion Homes, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
The quarterly results for Champion Homes, Inc. (NYSE:SKY) were released last week, making it a good time to revisit its performance. Revenues were US$617m, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$0.94, an impressive 40% ahead of estimates. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
Champion Homes, Inc. (NYSE:SKY)的季度業績上週發佈,現在是重新審視其表現的好時機。營業收入爲61700萬美元,與分析師預期基本一致,儘管每股收益(EPS)超出預期,達到0.94美元,比預期高出40%。分析師通常會在每份盈利報告後更新其預測,我們可以根據他們的估計了解公司的評價是否有變化或是否有任何需要關注的新問題。考慮到這一點,我們已經收集了最新的法定預測,以了解分析師對明年的預期。
Taking into account the latest results, the most recent consensus for Champion Homes from five analysts is for revenues of US$2.43b in 2025. If met, it would imply a reasonable 3.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 30% to US$3.39. Before this earnings report, the analysts had been forecasting revenues of US$2.46b and earnings per share (EPS) of US$3.11 in 2025. So the consensus seems to have become somewhat more optimistic on Champion Homes' earnings potential following these results.
考慮到最新的結果,從五位分析師那裏獲得的Champion Homes最新共識是2025年營業收入將達到24.3億美元。如果達到這一目標,將意味着其營收較過去12個月增加了合理的3.7%。法定每股收益預計將飆升30%至3.39美元。在此盈利報告發布之前,分析師一直在預測2025年營業收入爲24.6億美元,每股收益(EPS)爲3.11美元。因此,綜合看,Champion Homes的盈利潛力在此次結果後似乎已經變得更加樂觀。
The consensus price target was unchanged at US$88.33, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Champion Homes at US$100.00 per share, while the most bearish prices it at US$72.00. 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 Champion Homes shareholders.
共識價格目標保持不變,爲88.33美元,這意味着盈利前景的改善不會對股東創造長期價值有顯著影響。查看分析師估值範圍也很有益,評估離群觀點與平均值之間的差異。目前,最看好的分析師認爲Champion Homes的股價爲100.00美元,而最看淡的則爲72.00美元。分析師對企業的看法是有差異的,但在我們看來,估值範圍不夠廣,因此不會出現極端情況迎接Champion Homes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. We would highlight that Champion Homes' revenue growth is expected to slow, with the forecast 7.5% annualised growth rate until the end of 2025 being well below the historical 13% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 5.9% per year. Even after the forecast slowdown in growth, it seems obvious that Champion Homes is also expected to grow faster than the wider industry.
現在來看一個宏觀的視角,了解這些預測的方式之一是將其與過去的業績和行業增長預期進行比較。我們需要指出Champion Homes的營收增長預計將放緩,截至2025年底的預計年增長率爲7.5%,遠低於過去五年的歷史13%的年增長率。與行業其他受到分析師關注的公司相比,它們的營收增長(加總)預計每年將增長5.9%。即使在增長放緩的預測之後,Champion Homes也有望比整個行業增長更快。
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 biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Champion Homes' earnings potential next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is 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.
對我們來說最重要的一點是共識每股收益的提升,這表明圍繞Champion Homes明年的盈利潛力的情緒明顯改善。幸運的是,他們還重申了他們的營業收入數字,表明其與預期一致。此外,我們的數據顯示,營業收入預計增速將快於更廣泛的行業板塊。共識價格目標沒有實質性變化,表明企業的內在價值沒有隨着最新預估發生重大改變。
With that in mind, we wouldn't be too quick to come to a conclusion on Champion Homes. Long-term earnings power is much more important than next year's profits. We have forecasts for Champion Homes going out to 2026, and you can see them free on our platform here.
考慮到這一點,我們不應過快得出關於Champion Homes的結論。長期盈利能力比明年的利潤更爲重要。我們對Champion Homes的預測延伸至2026年,您可以在我們的平台上免費查看。
However, before you get too enthused, we've discovered 2 warning signs for Champion Homes that you should be aware of.
然而,在你過於樂觀之前,我們發現了Champion Homes的2個警示信號,您應該注意。
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。
譯文內容由第三人軟體翻譯。