Earnings Release: Here's Why Analysts Cut Their REX American Resources Corporation (NYSE:REX) Price Target To US$60.00
Earnings Release: Here's Why Analysts Cut Their REX American Resources Corporation (NYSE:REX) Price Target To US$60.00
As you might know, REX American Resources Corporation (NYSE:REX) recently reported its quarterly numbers. Results were roughly in line with estimates, with revenues of US$148m and statutory earnings per share of US$0.70. Following the result, the analyst has 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. With this in mind, we've gathered the latest statutory forecasts to see what the analyst is expecting for next year.
如您所知,REX American Resources Corporation(紐交所:REX)最近公佈了其季度報表。結果與預期大致相符,營業收入爲14800萬美元,法定每股收益爲0.70美元。根據這一結果,分析師已更新其盈利模型,了解他們是否認爲公司前景發生了重大變化,還是繼續如常進行業務。考慮到這一點,我們彙集了最新的法定預測,以了解分析師對明年的預期。
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Following the recent earnings report, the consensus from lone analyst covering REX American Resources is for revenues of US$627.0m in 2025. This implies an uncomfortable 13% decline in revenue compared to the last 12 months. Statutory earnings per share are forecast to nosedive 34% to US$2.60 in the same period. In the lead-up to this report, the analyst had been modelling revenues of US$622.0m and earnings per share (EPS) of US$1.79 in 2025. There was no real change to the revenue estimates, but the analyst does seem more bullish on earnings, given the sizeable expansion in earnings per share expectations following these results.
根據最近的盈利報告,唯一覆蓋REX American Resources的分析師普遍預測2025年營業收入爲62700萬美元。與過去12個月相比,這意味着營業收入將下降13%。法定每股收益預計在同期內急劇下滑34%,達到2.60美元。在此報告發布之前,分析師一直預測2025年營業收入爲62200萬美元,每股收益爲1.79美元。營業收入的預估沒有發生實質性變化,但由於預期每股收益大幅擴張,分析師對盈利更加看好。
The average the analyst price target fell 7.7% to US$60.00, suggesting thatthe analyst has other concerns, and the improved earnings per share outlook was not enough to allay them.
分析師的平均目標價下調7.7%,至60.00美元,這表明分析師還存在其他問題,並且改善的每股收益展望並不足以消除這些問題。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the REX American Resources' past performance and to peers in the same industry. We would highlight that revenue is expected to reverse, with a forecast 24% annualised decline to the end of 2025. That is a notable change from historical growth of 18% 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 2.1% per year. It's pretty clear that REX American Resources' revenues are expected to perform substantially worse than the wider industry.
這些預測很有趣,但在比較預測數據時,了解與REX American Resources的過去表現以及同行業同行的差異是很有用的。我們需要指出,預計收入將發生逆轉,預計到2025年底將出現24%的年化下降。這與過去五年18%的歷史增長形成了顯著變化。與我們的數據進行比較,其他同行業公司的數據顯示,預計年均收入增長2.1%。很明顯,REX American Resources的營收表現預計遠低於整個行業。
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 analyst upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards REX American Resources following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. Furthermore, the analyst also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
這裏最重要的是,分析師上調了每股收益預期,表明在這些成果之後,對REX American Resources的樂觀情緒明顯增加。另外,對營業收入預期沒有太大的變化;儘管預測表明它們將表現比行業整體更差。此外,分析師還調低了價格目標,表明最新消息導致對企業內在價值更加悲觀。
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 analyst estimates for REX American Resources going out as far as 2027, and you can see them free on our platform here.
繼這種思路之後,我們認爲企業的長期前景比明年的收益更爲重要。我們有REX American Resources直到2027年的分析師估值,您可以在我們的平台上免費查看。
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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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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