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Janus International Group, Inc. (NYSE:JBI) Analysts Just Trimmed Their Revenue Forecasts By 11%

Janus International Group, Inc. (NYSE:JBI) Analysts Just Trimmed Their Revenue Forecasts By 11%

Janus International Group, Inc.(紐交所:JBI)分析師剛剛將其營業收入預測下調了11%
Simply Wall St ·  11/08 18:23

One thing we could say about the analysts on Janus International Group, Inc. (NYSE:JBI) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative.

關於駿利國際集團公司(紐約證券交易所代碼:JBI)的分析師我們可以說的一件事——他們並不樂觀,他們剛剛對該組織的短期(法定)預測進行了重大負面修正。該報告側重於收入估計,看來該業務的共識已經變得更加保守。

Following the downgrade, the consensus from five analysts covering Janus International Group is for revenues of US$850m in 2025, implying a definite 15% decline in sales compared to the last 12 months. Prior to the latest estimates, the analysts were forecasting revenues of US$955m in 2025. The consensus view seems to have become more pessimistic on Janus International Group, noting the measurable cut to revenue estimates in this update.

評級下調後,報道駿利國際集團的五位分析師一致認爲,2025年收入爲8.5億美元,這意味着與過去12個月相比,銷售額肯定下降了15%。在最新估計之前,分析師預測2025年的收入爲9.55億美元。Janus International Group的共識似乎變得更加悲觀,他們指出,在本次更新中,收入估計大幅下調。

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NYSE:JBI Earnings and Revenue Growth November 8th 2024
紐約證券交易所:JBI 收益和收入增長 2024 年 11 月 8 日

The consensus price target fell 32% to US$9.00, with the analysts clearly less optimistic about Janus International Group's valuation following this update.

共識目標股價下跌32%,至9.00美元,在此次更新之後,分析師對駿利國際集團的估值顯然不那麼樂觀。

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 12% by the end of 2025. This indicates a significant reduction from annual 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 5.2% per year. It's pretty clear that Janus International Group's revenues are expected to perform substantially worse than the wider industry.

了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。這些估計表明,預計銷售將放緩,預計到2025年底,年化收入將下降12%。這表明與過去五年的16%的年增長率相比大幅下降。相比之下,我們的數據表明,預計同一行業的其他公司的收入每年將增長5.2%。很明顯,駿利國際集團的收入預計將大大低於整個行業。

The Bottom Line

底線

The clear low-light was that analysts slashing their revenue forecasts for Janus International Group next year. They're also anticipating slower revenue growth than the wider market. Furthermore, there was a cut to the price target, suggesting that the latest news has led to more pessimism about the intrinsic value of the business. Often, one downgrade can set off a daisy-chain of cuts, especially if an industry is in decline. So we wouldn't be surprised if the market became a lot more cautious on Janus International Group after today.

顯而易見的是,分析師下調了對駿利國際集團明年的收入預期。他們還預計,收入增長將低於整個市場。此外,還下調了目標股價,這表明最新消息使人們對該業務的內在價值更加悲觀。通常,一次降級可能會引發一系列的降級,尤其是在一個行業衰退的情況下。因此,如果今天之後市場對駿利國際集團變得更加謹慎,我們也不會感到驚訝。

As you can see, the analysts clearly aren't bullish, and there might be good reason for that. We've identified some potential issues with Janus International Group's financials, such as a weak balance sheet. Learn more, and discover the 2 other concerns we've identified, for free on our platform here.

如你所見,分析師顯然並不看漲,這可能是有充分理由的。我們已經確定了駿利國際集團財務狀況的一些潛在問題,例如資產負債表疲軟。在我們的平台上免費了解更多,並發現我們已經確定的其他兩個問題。

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.

需要考慮的另一件事是管理層和董事最近是否在買入或賣出股票。我們在此處概述了過去十二個月在我們的平台上所有公開市場股票交易。

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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.

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Simply Wall St 的這篇文章本質上是籠統的。我們僅使用公正的方法提供基於歷史數據和分析師預測的評論,我們的文章並非旨在提供財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不會考慮最新的價格敏感型公司公告或定性材料。華爾街只是沒有持有上述任何股票的頭寸。

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