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BWX Technologies, Inc. Just Beat Revenue By 6.6%: Here's What Analysts Think Will Happen Next

BWX Technologies, Inc. Just Beat Revenue By 6.6%: Here's What Analysts Think Will Happen Next

BWX Technologies公司剛剛以6.6%的營業收入超出預期:以下是分析師認爲接下來會發生的事
Simply Wall St ·  08/08 19:40

As you might know, BWX Technologies, Inc. (NYSE:BWXT) just kicked off its latest second-quarter results with some very strong numbers. Results were good overall, with revenues beating analyst predictions by 6.6% to hit US$681m. Statutory earnings per share (EPS) came in at US$0.79, some 5.3% above whatthe analysts had expected. 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 collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

正如大家所知,BWX Technologies,Inc.(紐交所:BWXT)剛公佈了最新的第二季度業績,數字非常強勁。總體來說,收入表現良好,超出分析師預測6.6%,達到6,8100萬美元。每股收益( EPS)爲0.79美元,較分析師預期高出5.3%。收益對於投資者非常重要,因爲它們可以追蹤公司的表現,查看分析師對來年的預測以及了解市場對公司的情緒是否發生了變化。因此,我們收集了最新的財務數據以及分析師的共識預測來了解下一年可能會出現的情況。

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NYSE:BWXT Earnings and Revenue Growth August 8th 2024
NYSE:BWXt公司2024年收益和收入增長報告於8月8日發佈。

Following last week's earnings report, BWX Technologies' nine analysts are forecasting 2024 revenues to be US$2.64b, approximately in line with the last 12 months. Per-share earnings are expected to rise 7.7% to US$3.15. In the lead-up to this report, the analysts had been modelling revenues of US$2.63b and earnings per share (EPS) of US$3.12 in 2024. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

在上週的業績發佈後,BWX Technologies的九名分析師預計2024年的營業收入將達到26.4億美元,這與過去12個月大致相同。預計每股收益將增長7.7%至3.15美元。在發佈業績之前,分析師對2024年的營收預期爲26.3億美元,每股收益( EPS)爲3.12美元。因此,儘管分析師已更新其預測,但最新數據發佈後對該公司的業務預期並沒有發生重大變化。

There were no changes to revenue or earnings estimates or the price target of US$110, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values BWX Technologies at US$123 per share, while the most bearish prices it at US$90.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

公司的營收和收益預估以及110美元的價格目標均未發生變化,這表明公司在近期的業績中達到了預期。然而,單純關注一個價格目標可能不明智,因爲共識目標實際上是分析師的平均價格目標。因此,一些投資者喜歡查看預估範圍,以查看對公司估值是否存在分歧意見。目前,最看好的分析師認爲BWX Technologies的股價爲123美元,最看淡的則爲90.00美元。儘管估值範圍很小,但這表明分析師對公司的估值有一個比較好的判斷。

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 BWX Technologies' revenue growth is expected to slow, with the forecast 3.2% annualised growth rate until the end of 2024 being well below the historical 6.0% 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) 2.6% annually. Factoring in the forecast slowdown in growth, it looks like BWX Technologies is forecast to grow at about the same rate as the wider industry.

另一種觀察這些預測的方法是將其與更大的背景進行比較,例如與歷史表現相比如何,以及相對於行業中的其他公司而言,預測是更看好還是更看淡。需要指出的是,BWX Technologies的營收增長預計將放緩,預測到2024年年末的年化增長率爲3.2%,遠低於過去五年6.0%年化增長率。對比分析師覆蓋的其他公司,預計它們的(總體)營收增長率爲每年2.6%。考慮到預測的增長放緩,BWX Technologies的增長預計與整個行業大致相同。

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. 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.

最明顯的結論是,最近業務前景沒有發生重大變化,分析師保持其盈利預測穩定,符合以前的預期。令人高興的是,營收預測沒有實質性變化,業務仍有望與整個行業同步增長。共識價格目標沒有實質性變化,表明業務的內在價值與最新的估計沒有發生任何重大變化。

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. At Simply Wall St, we have a full range of analyst estimates for BWX Technologies going out to 2026, and you can see them free on our platform here..

跟進這種思路,我們認爲企業的長期前景比明年的盈利更有相關性。在Simply Wall St上,我們爲BWX Technologies提供了截至2026年的完整分析師預測範圍,您可以在這裏免費查看。

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for BWX Technologies that you should be aware of.

不要忘記,仍可能存在風險。例如,我們已識別出BWX Technologies的一個警告信號,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。


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