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Dorian LPG Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Dorian LPG Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

dorian lpg有限公司剛剛超越了盈利預期:以下是分析師認爲會發生的事情。
Simply Wall St ·  08/03 20:55

Last week, you might have seen that Dorian LPG Ltd. (NYSE:LPG) released its first-quarter result to the market. The early response was not positive, with shares down 8.1% to US$38.07 in the past week. The results were mixed; although revenues of US$114m fell 13% short of analyst estimates, statutory earnings per share (EPS) of US$1.25 beat expectations by 14%. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

上週,您可能看到Dorian LPG Ltd. (NYSE:LPG)向市場發佈其第一季度業績報告。初期反應並不積極,股票在過去一週下跌了8.1%至38.07美元。 報告結果是複雜的; 雖然1.14億美元的營業收入比分析師估計的低了13%,但每股收益(EPS)1.25美元的法定收益超出預期14%。 業績報告對投資者來說是一件重要的事情,因爲它們可以追蹤公司的表現,查看分析師對明年的預測,並查看公司的情緒是否發生變化。因此,我們收集了最新的業績後預測,以查看下一年的預計。

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NYSE:LPG Earnings and Revenue Growth August 3rd 2024
NYSE:LPG 2024年8月3日收益和營業收入增長

Taking into account the latest results, the twin analysts covering DorianG provided consensus estimates of US$472.0m revenue in 2025, which would reflect a definite 16% decline over the past 12 months. Statutory earnings per share are expected to plunge 34% to US$4.79 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$449.9m and earnings per share (EPS) of US$4.36 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

考慮到最新的結果,覆蓋DorianG的兩位分析師提供了2025年4.72億美元收入的共識估計,這將反映出過去12個月的明顯下降16%。法定每股收益預計在同期下降34%至4.79美元。在此業績報告之前,分析師一直在預測2025年的營業收入爲4.499億美元,每股收益(EPS)爲4.36美元。看起來情緒有所增強,分析師對收入和收益的預測更加樂觀。

With these upgrades, we're not surprised to see that the analysts have lifted their price target 7.3% to US$47.75per share.

有了這些升級,我們並不奇怪看到分析師將其股價目標上調7.3%至每股47.75美元。

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 revenue is expected to reverse, with a forecast 21% annualised decline to the end of 2025. That is a notable change from historical 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 2.5% per year. It's pretty clear that DorianG's revenues are expected to perform substantially worse than the wider industry.

我們可以從更廣闊的角度看待這些估計值,比如預測與過去業績的關係以及相對於行業中其他公司,預測是更看好還是更看淡。我們需要強調的是,預計營業收入將會反轉,預計年化下降21%,直到2025年底。這是與過去5年16%的歷史增長相比的顯着變化。將其與我們的數據進行比較,數據顯示,同行業其他公司的收入預計每年增長2.5%。很明顯,DorianG的收入預計遠不如整個行業。

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 most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards DorianG following these results. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

最重要的是,分析師升級了每股收益估計,表明這些結果之後對DorianG的樂觀情緒有所增加。他們還升級了明年的營業收入預測,儘管預計增長速度較整個行業慢。股價目標也有所增長,分析師顯然認爲公司內在價值正在提高。

With that in mind, we wouldn't be too quick to come to a conclusion on DorianG. Long-term earnings power is much more important than next year's profits. We have analyst estimates for DorianG going out as far as 2026, and you can see them free on our platform here.

考慮到這一點,我們不應該過快地得出關於DorianG的結論。長期的盈利能力比明年的利潤更爲重要。我們對DorianG的分析師估計可持續到2026年,您可以在我們的平台上免費查看它們。

Before you take the next step you should know about the 3 warning signs for DorianG (1 is significant!) that we have uncovered.

在您進行下一步之前,您應該了解我們發現的DorianG的3個警告信號(其中1個非常重要!)

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。


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