Janus International Group, Inc. (NYSE:JBI) Analysts Just Trimmed Their Revenue Forecasts By 11%
Janus International Group, Inc. (NYSE:JBI) Analysts Just Trimmed Their Revenue Forecasts By 11%
One thing we could say about the analysts on Janus International Group, Inc. (NYSE:JBI) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative.
關於Janus International Group,Inc.(紐交所:JBI)的分析師們不太樂觀,他們剛剛對該組織的短期(法定)預測進行了重大的負面修訂。這份報告側重於營業收入預估,似乎業務的共識觀點變得更加保守。
Following the downgrade, the consensus from five analysts covering Janus International Group is for revenues of US$850m in 2025, implying a definite 15% decline in sales compared to the last 12 months. Prior to the latest estimates, the analysts were forecasting revenues of US$955m in 2025. The consensus view seems to have become more pessimistic on Janus International Group, noting the measurable cut to revenue estimates in this update.
在下調之後,覆蓋Janus International Group的五位分析師的共識是,預計2025年營業收入爲85000萬美元,相較於過去12個月的銷售額,意味着明確下降了15%。在最新的預估之前,分析師們曾預測2025年的營業收入爲95500萬美元。共識觀點似乎對Janus International Group變得更加悲觀,指出了此次更新中對營收預期的可測減少。
The consensus price target fell 32% to US$9.00, with the analysts clearly less optimistic about Janus International Group's valuation following this update.
共識價格目標下調32%,至9.00美元,分析師們在此次更新後對Janus International Group的估值顯然不太樂觀。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 12% by the end of 2025. This indicates a significant reduction from annual growth of 16% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 5.2% per year. It's pretty clear that Janus International Group's revenues are expected to perform substantially worse than the wider industry.
獲得關於這些預測更多背景的一種方式是查看它們與過去表現以及同行業其他公司表現的比較。這些預估意味着銷售預計將放緩,到2025年底,預計年營收將下降12%,明顯減少於過去五年的16%年度增長。將此與我們的數據進行比較,建議同行業其他公司的收入預計每年將增長5.2%。顯然,Janus International Group的營收預計將遠遠不如整個行業。
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 clear low-light was that analysts slashing their revenue forecasts for Janus International Group next year. They're also anticipating slower revenue growth than the wider market. Furthermore, there was a cut to the price target, suggesting that the latest news has led to more pessimism about the intrinsic value of the business. Often, one downgrade can set off a daisy-chain of cuts, especially if an industry is in decline. So we wouldn't be surprised if the market became a lot more cautious on Janus International Group after today.
最耐人尋味的是,分析師們下調了明年Janus International Group的營業收入預測。他們也預計營收增長將低於整個市場。此外,還下調了價格目標,表明最新資訊導致對公司內在價值產生更多悲觀情緒。通常,一個降級可能會引發一連串的下調,尤其是如果行業正在衰退。所以如果市場在今天之後對Janus International Group變得更加謹慎,我們也不會感到意外。
As you can see, the analysts clearly aren't bullish, and there might be good reason for that. We've identified some potential issues with Janus International Group's financials, such as a weak balance sheet. Learn more, and discover the 2 other concerns we've identified, for free on our platform here.
正如您所看到的,分析師顯然並不看好,而這可能有充分的理由。我們已經確定了Janus International Group財務狀況存在一些潛在問題,如財務狀況疲弱。在我們的平台上免費了解更多,並發現我們識別的另外兩個關注點。
Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.
另一件需要考慮的事情是管理層和董事最近是否在買賣股票。在我們的平台上,您可以查看過去12個月所有公開市場股票交易的概述。
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Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。
譯文內容由第三人軟體翻譯。