share_log

Earnings Beat: Weatherford International Plc Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Earnings Beat: Weatherford International Plc Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

業績超預期:Weatherford International Plc剛剛超過分析師預測,並且分析師已經在更新他們的模型
Simply Wall St ·  10/24 21:03

It's been a mediocre week for Weatherford International plc (NASDAQ:WFRD) shareholders, with the stock dropping 12% to US$81.16 in the week since its latest quarterly results. It looks like a credible result overall - although revenues of US$1.4b were what the analysts expected, Weatherford International surprised by delivering a (statutory) profit of US$2.06 per share, an impressive 25% above what was forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

對於Weatherford International plc(納斯達克:WFRD)股東來說,過去一週表現一般,股價下跌12%至81.16美元,自最新季度業績公佈以來。整體上看,這似乎是一個可靠的業績 - 儘管14億美元的營業收入是分析師們預期的,但Weatherford International通過每股2.06美元(法定)的利潤交出了一份出色的業績,比預期高出25%。對於投資者來說,這是一個重要時刻,他們可以在報告中追蹤公司的表現,查看專家們對明年的預測,並了解業務預期是否有任何變化。我們認爲讀者會發現有趣的是,看到分析師對明年的最新(法定)盈餘預測。

big
NasdaqGS:WFRD Earnings and Revenue Growth October 24th 2024
納斯達克GS:WFRD 2024年10月24日的盈利和營業收入增長

After the latest results, the seven analysts covering Weatherford International are now predicting revenues of US$5.97b in 2025. If met, this would reflect a reasonable 7.9% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to ascend 14% to US$8.35. Before this earnings report, the analysts had been forecasting revenues of US$5.98b and earnings per share (EPS) of US$8.35 in 2025. 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.

根據最新的結果,現在有七位分析師對Weatherford International進行覆蓋,預測該公司2025年的營業收入將達到59.7億美元。如果實現,這將反映出與過去12個月相比營收合理增長了7.9%。預計法定每股收益將提高14%至8.35美元。在此業績之前,分析師們一直預測2025年的營業收入將爲59.8億美元,每股收益爲8.35美元。因此,儘管分析師們已經更新了他們的估計,但顯示業務的預期維持穩定。

The analysts reconfirmed their price target of US$133, showing that the business is executing well and in line with expectations. 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 Weatherford International at US$155 per share, while the most bearish prices it at US$91.00. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Weatherford International shareholders.

分析師們確認了他們對133美元的目標股價,表明該企業運營良好,符合預期。然而,過分專注於單一的目標股價可能不明智,因爲共識目標實際上是分析師目標股價的平均值。因此,一些投資者喜歡查看估計範圍,以查看公司估值是否存在不同意見。目前,最看好的分析師認爲Weatherford International的股價爲155美元,而最看淡的價格爲91.00美元。分析師們對這家企業有着不同的觀點,但據我們認爲,估值範圍不夠廣泛,不足以暗示Weatherford International股東可能面臨極端結果。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Weatherford International's past performance and to peers in the same industry. The analysts are definitely expecting Weatherford International's growth to accelerate, with the forecast 6.3% annualised growth to the end of 2025 ranking favourably alongside historical growth of 3.4% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.0% annually. Weatherford International is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.

這些預測很有趣,但在比較預測時,將其與Weatherford International過去的表現以及同行業的同行進行比較更有幫助。分析師們確實預計Weatherford International的增長將加速,預計到2025年底的年化增長率爲6.3%,與過去五年的年均增長率3.4%相比處於有利地位。將其與同行業其他公司相比,預計其營業收入每年增長6.0%。Weatherford International預計將以與其行業相同的速度增長,因此從其增長與競爭對手的關係中無法得出任何結論。

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 to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share 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.

最重要的是,沒有明顯的情緒變化,分析師重新確認公司的每股收益估算與之前的估算相符。令人欣慰的是,營業收入預測沒有明顯變化,公司仍然預計與整個行業一同增長。共識價值目標沒有實質性的變化,表明業務的內在價值在最新的估算中沒有經歷任何重大變化。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Weatherford International analysts - going out to 2026, and you can see them free on our platform here.

話雖如此,公司收益的長期軌跡比明年更爲重要。我們有來自多位Weatherford International分析師的截至2026年的估計數據,您可以在我們的平台上免費查看。

You should always think about risks though. Case in point, we've spotted 2 warning signs for Weatherford International you should be aware of.

然而,您始終應該考慮風險。以此爲例,我們發現了Weatherford International的2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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論