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Revenue Beat: American Water Works Company, Inc. Exceeded Revenue Forecasts By 7.7% And Analysts Are Updating Their Estimates

Revenue Beat: American Water Works Company, Inc. Exceeded Revenue Forecasts By 7.7% And Analysts Are Updating Their Estimates

營業收入超出預期:美國水務公司的營業收入超出預測達到7.7%,分析師正在更新他們的估算。
Simply Wall St ·  11/01 18:35

As you might know, American Water Works Company, Inc. (NYSE:AWK) recently reported its quarterly numbers. It was a pretty mixed result, with revenues beating expectations to hit US$1.3b. Statutory earnings fell 2.9% short of analyst forecasts, reaching US$1.80 per share. 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've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

正如您所知,美國水務公司(紐交所:AWK)最近公佈了其季度業績數據。 這是一個相當複雜的結果,營業收入超出預期,達到了13億美元。 法定盈利率低於分析師預測的2.9%,達到每股1.80美元。 對投資者來說,這是一個重要的時刻,因爲他們可以追蹤公司的績效報告,在報告中查看專家對明年的預測,並查看業務預期是否發生了任何變化。 我們已經收集了最近的法定預測,以查看分析師是否在這些結果後更改了其盈利模型。

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NYSE:AWK Earnings and Revenue Growth November 1st 2024
紐交所:AWK 2024年11月1日盈利和營收增長

Taking into account the latest results, the most recent consensus for American Water Works Company from eleven analysts is for revenues of US$4.81b in 2025. If met, it would imply a modest 6.6% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to ascend 13% to US$5.68. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$4.79b and earnings per share (EPS) of US$5.67 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.

考慮到最新的結果,來自十一位分析師的最新共識是,預計美國水務公司在2025年的營業收入將達到48.1億美元。 如果達到預期,這將意味着過去12個月內其營業收入將略微增加6.6%。 預計法定每股收益將上升13%至5.68美元。 然而,在最新盈利數據發佈之前,分析師們預期2025年的營收爲47.9億美元,每股收益(EPS)爲5.67美元。 因此,很明顯,儘管分析師更新了他們的估算,但在最新的結果發佈後,對業務的期望沒有發生重大變化。

It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$144. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values American Water Works Company at US$164 per share, while the most bearish prices it at US$124. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

毫無疑問,共識價值是基本保持在 144美元。 共識價值僅是各個分析師目標的平均值,因此- 查看潛在估計範圍有時也很有用。 目前,最看好的分析師看好美國水務公司每股164美元,而最看淡的價格爲每股124美元。 然而,估算範圍如此狹窄,這表明分析師對公司價值的看法非常清晰。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the American Water Works Company's past performance and to peers in the same industry. The analysts are definitely expecting American Water Works Company's growth to accelerate, with the forecast 5.3% annualised growth to the end of 2025 ranking favourably alongside historical growth of 3.8% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 6.6% annually. So it's clear that despite the acceleration in growth, American Water Works Company is expected to grow meaningfully slower than the industry average.

這些估算是有趣的,但在比較預測時,可以更廣泛地繪製一些內容,從而將其與美國水務公司的過往表現以及同行在同一行業中進行比較。 分析師們明顯希望美國水務公司的增長加速,預計到2025年底的年增長率達到5.3%,在過去五年中平均每年增長3.8%的歷史增速中得到了肯定。 將此與同一行業中其他公司進行比較,預計其年收入增長率爲6.6%。 因此,明顯的是,儘管增速加快,但人們預計美國水務公司的增速將比行業平均值慢得多。

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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that American Water Works Company's revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$144, with the latest estimates not enough to have an impact on their price targets.

最重要的是,市場情緒沒有發生重大變化,分析師重申業務表現與之前的每股收益預期一致。幸運的是,分析師也重申了他們的營業收入預期,表明其與預期一致。儘管我們的數據顯示美國水務公司的營業收入預計表現將比整個行業更糟,但市場共識的股價目標仍穩定在144美元,最新預期對其股價目標沒有影響。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for American Water Works Company going out to 2026, and you can see them free on our platform here.

記住,長期業務軌跡對投資者來說更加重要。我們對美國水務公司的預測延至2026年,您可以在我們的平台上免費查看。

Don't forget that there may still be risks. For instance, we've identified 2 warning signs for American Water Works Company (1 can't be ignored) you should be aware of.

不要忘記可能仍然存在風險。例如,我們已經發現美國水務公司存在2個預警信號(1個不能忽視),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。

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