Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Sysco Corporation (NYSE:SYY) last week reported its latest quarterly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. It was not a great result overall. While revenues of US$20b were in line with analyst predictions, earnings were less than expected, missing statutory estimates by 11% to hit US$0.99 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Sysco公司(紐約證券交易所:SYY)上週報告了其最新季度業績,這是投資者深入了解業務是否符合預期的好時機。總體而言,結果並不理想。雖然營業收入達到了200億美元,與分析師的預測一致,但盈利低於預期,每股收益爲0.99美元,低於法定估算的11%。在發佈結果後,分析師更新了他們的盈利模型,了解他們是否認爲公司前景發生了重大變化,還是一切照舊將是個不錯的選擇。因此,我們收集了最新發布盈利法定共識預測,看看明年可能會有什麼情況。
Taking into account the latest results, the consensus forecast from Sysco's 14 analysts is for revenues of US$82.2b in 2025. This reflects a modest 3.2% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to swell 12% to US$4.44. In the lead-up to this report, the analysts had been modelling revenues of US$82.2b and earnings per share (EPS) of US$4.55 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.
考慮到最新的結果,Sysco的14名分析師一致預測,2025年營業收入將達到822億美元。與過去12個月相比,這反映出營收相對上漲了3.2%。法定每股收益預計將增長12%至4.44美元。在此報告之前,分析師一直在模擬2025年的營收822億美元和每股收益4.55美元。分析師似乎在最新的業績之後對公司變得更加負面,鑑於他們對明年的每股收益數據出現微弱下降。
The consensus price target held steady at US$84.21, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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. Currently, the most bullish analyst values Sysco at US$91.00 per share, while the most bearish prices it at US$76.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
一致的價格目標保持穩定在84.21美元,分析師似乎認爲他們對更低的預期盈利不會導致股價在可預見的未來下跌。一致的價格目標只是各個分析師目標的平均值,因此,了解潛在估值範圍有多廣泛可能會很有幫助。目前,最看好的分析師預計Sysco股價爲每股91.00美元,而最看淡者的預計爲每股76.00美元。儘管如此,有着如此狹窄的估值範圍,這表明分析師對於他們認爲公司價值多少有着相當清晰的想法。
Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Sysco's revenue growth is expected to slow, with the forecast 4.2% annualised growth rate until the end of 2025 being well below the historical 9.8% p.a. growth over the last five years. Compare this to the 64 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 4.7% per year. Factoring in the forecast slowdown in growth, it looks like Sysco is forecast to grow at about the same rate as the wider industry.
當然,查看這些預測的另一種方式是將其與行業本身放在一起看。我們需要指出,Sysco的營收增長預計將放緩,預計到2025年底的年增長率爲4.2%,遠低於過去五年平均爲9.8%的歷史增長率。將其與這個行業中64家有分析師覆蓋的其他公司進行比較,預計它們的年平均營收增長率爲4.7%。考慮到增長放緩的預測,看起來Sysco的增長預測將與更廣泛的行業差不多。
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 the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at US$84.21, with the latest estimates not enough to have an impact on their price targets.
最重要的一點是,分析師下調了每股收益預期,顯示這些結果之後情緒明顯下降。令人高興的是,營業收入預測沒有真正的變化,業務仍有望與整個行業板塊的增長保持一致。共識價格目標保持在84.21美元,最新預測不足以對他們的價格目標產生影響。
With that in mind, we wouldn't be too quick to come to a conclusion on Sysco. Long-term earnings power is much more important than next year's profits. We have forecasts for Sysco going out to 2027, and you can see them free on our platform here.
考慮到這一點,我們不應該太快就對Sysco下結論。長期盈利能力比明年的利潤更重要。我們對Sysco的預測延伸到2027年,您可以在我們的平台上免費查看。
Plus, you should also learn about the 1 warning sign we've spotted with Sysco .
另外,您還應該了解我們在Sysco發現的一個警告信號。
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