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Analysts Are Updating Their W.W. Grainger, Inc. (NYSE:GWW) Estimates After Its Third-Quarter Results

Analysts Are Updating Their W.W. Grainger, Inc. (NYSE:GWW) Estimates After Its Third-Quarter Results

分析師在第三季度業績公佈後更新了紐交所(W.W. Grainger, Inc.)的估算
Simply Wall St ·  11/03 20:13

W.W. Grainger, Inc. (NYSE:GWW) came out with its quarterly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. W.W. Grainger reported in line with analyst predictions, delivering revenues of US$4.4b and statutory earnings per share of US$9.87, suggesting the business is executing well and in line with its plan. 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.

美國固安捷,Inc.(紐交所:GWW)上週公佈了其季度業績,我們想看看企業的表現如何,以及行業分析師在報告後對該公司的看法。 美國固安捷按照分析師的預測公佈了業績,營業收入爲44億美元,每股收益爲9.87美元,表明企業表現良好,與計劃一致。盈利是投資者的重要時刻,他們可以跟蹤公司的表現,查看分析師對明年的預測,並查看投資者對公司的情緒是否發生變化。考慮到這一點,我們收集了最新的財務預測,以了解分析師對明年的預期。

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NYSE:GWW Earnings and Revenue Growth November 3rd 2024
紐交所:GWW 2024年11月3日營收和盈利增長

Taking into account the latest results, the consensus forecast from W.W. Grainger's 18 analysts is for revenues of US$18.3b in 2025. This reflects a satisfactory 8.0% improvement in revenue compared to the last 12 months. Per-share earnings are expected to grow 13% to US$42.30. In the lead-up to this report, the analysts had been modelling revenues of US$18.3b and earnings per share (EPS) of US$41.98 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.

考慮到最新的結果,美國固安捷的18名分析師的共識預測爲2025年營收183億美元。這反映了與過去12個月相比,營收增長了滿意的8.0%。每股收益預計將增長13%,達到42.30美元。在這份報告發布前,分析師一直在對2025年的營收183億美元和每股收益(EPS)41.98美元進行建模。共識分析師似乎並未看到這些結果中有任何會改變他們對該業務的看法的情況,因爲他們的估計並沒有發生重大變化。

There were no changes to revenue or earnings estimates or the price target of US$1,011, suggesting that the company has met expectations in its recent result. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on W.W. Grainger, with the most bullish analyst valuing it at US$1,230 and the most bearish at US$660 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

營收或盈利預期以及1,011美元的價格目標均未發生變化,這表明公司符合最近業績預期。關於價格目標還有另一種思考方式,那就是查看分析師提出的價格目標範圍,因爲廣泛的估計範圍可能暗示對業務可能結果的多樣化看法。 對於美國固安捷存在一些不同觀點,最看好的分析師認爲其股票價值爲1,230美元,而最看淡的則爲660美元每股。這顯示出在估值方面仍存在一些多樣化,但分析師似乎並不完全對該股票持分歧觀點,似乎不會成爲成功或失敗的局面。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the W.W. Grainger's past performance and to peers in the same industry. We would highlight that W.W. Grainger's revenue growth is expected to slow, with the forecast 6.3% annualised growth rate until the end of 2025 being well below the historical 9.5% p.a. growth over the last five years. Compare this to the 59 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 5.4% per year. Factoring in the forecast slowdown in growth, it looks like W.W. Grainger is forecast to grow at about the same rate as the wider industry.

這些估算很有趣,但在比較預測時,可以更廣泛地塗抹一些筆觸,無論是與美國固安捷過去的表現還是與同行業中的同行比較。我們要強調美國固安捷的營業收入增長預期將放緩,預計到2025年底的年化增長率爲6.3%,遠低於過去五年的歷史9.5%年複合增長率。將這與行業中其他59家受到分析師覆蓋的公司進行比較,預計它們的年收入增長率爲5.4%。考慮到增長放緩的預期,看起來美國固安捷的增長速度與整個行業相當。

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 obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. 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$1,011, with the latest estimates not enough to have an impact on their price targets.

最明顯的結論是,近期業務前景沒有發生重大變化,分析師保持其盈利預測穩定,與之前的估算相符。令人高興的是,營收預測沒有真正的變化,業務仍有望保持與整體行業的增長一致。共識價格目標保持在1011美元,最新估算不足以對其價格目標產生影響。

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. We have forecasts for W.W. Grainger going out to 2026, and you can see them free on our platform here.

延伸這一思路,我們認爲業務的長期前景比明年的盈利更加相關。我們對美國固安捷的預測延伸至2026年,您可以在我們的平台上免費查看這些預測。

It might also be worth considering whether W.W. Grainger's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

也許值得考慮美國固安捷的債務負擔是否合適,您可以在Simply Wall St平台上使用我們的債務分析工具進行分析。

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.

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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。

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