One Liberty Properties, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
One Liberty Properties, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
It's been a good week for One Liberty Properties, Inc. (NYSE:OLP) shareholders, because the company has just released its latest third-quarter results, and the shares gained 6.5% to US$28.44. It looks like a credible result overall - although revenues of US$22m were what the analysts expected, One Liberty Properties surprised by delivering a (statutory) profit of US$0.23 per share, an impressive 64% above what was forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
One Liberty Properties, Inc. (NYSE:OLP) 的股東們度過了一個不錯的一週,因爲公司剛剛發佈了最新的第三季度業績,股價上漲了6.5%,至28.44美元。總體上看,這似乎是一個可靠的業績 - 儘管2,200萬美元的營業收入符合分析師的預期,但 One Liberty Properties 以每股0.23美元的(法定)利潤交出了一份令人印象深刻的成績,比預期高出64%。分析師們通常會在每份盈利報告後更新他們的預測,我們可以從他們的估算中判斷對公司的看法是否有所改變,或者是否有任何需要注意的新問題。因此,我們彙總了最新的盈利後預測,以了解對明年的展望。
After the latest results, the twin analysts covering One Liberty Properties are now predicting revenues of US$91.8m in 2025. If met, this would reflect an okay 3.0% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to plunge 66% to US$0.54 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$91.8m and earnings per share (EPS) of US$0.53 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.
在最新的業績公佈後,覆蓋 One Liberty Properties 的雙分析師現在預測該公司2025年的營業收入將達到9,180萬美元。如果達成,這將反映出營業收入較過去12個月增長了3.0%。法定每股收益預計在同一時期下降66%,至0.54美元。在此報告之前,分析師們一直在建模2025年的營業收入爲9,180萬美元,每股收益爲0.53美元。因此,很明顯,儘管分析師們已更新他們的預測,但跟隨最新業績的期望對於業務並沒有發生重大變化。
With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 5.9% to US$26.75. It looks as though they previously had some doubts over whether the business would live up to their expectations.
分析師們重新確認了營業收入和盈利預測後,意外地看到價格目標上調了5.9%,至26.75美元。看起來他們之前可能對業務是否能達到他們的期望有些懷疑。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the One Liberty Properties' past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of One Liberty Properties'historical trends, as the 2.4% annualised revenue growth to the end of 2025 is roughly in line with the 2.5% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 3.8% per year. So although One Liberty Properties is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.
這些預測很有趣,但當比較預測時,更加寬泛的觀點可能也很有用,既能看到 One Liberty Properties 的過去業績,也能看到同行業同行的情況。我們可以從最新的預測中推斷,預期 One Liberty Properties 的歷史趨勢將持續,因爲截至2025年底的年增長率爲2.4%,大致與過去五年的2.5%年增長率相當。相比之下,我們的數據顯示,同行業其他受到分析師覆蓋的公司預計每年營業收入增長3.8%。因此,儘管預計 One Liberty Properties 將保持其營業收入增長速度,但其增速預計將慢於整個行業。
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 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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
重要的是,情緒沒有發生重大變化,分析師重申業務的表現與他們先前的每股收益預期一致。另一方面,營業收入預期沒有 major change,儘管預測暗示它們的表現將低於整個行業。 價格目標也有一個不錯的增長,分析師明顯感覺到業務內在價值正在提高。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.
請記住,對於投資者來說,考慮企業的長期變化軌跡更爲重要。至少有一位分析師提供了至2026年的預測,可在我們的平台上免費查看。
That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 4 warning signs with One Liberty Properties (at least 2 which make us uncomfortable) , and understanding these should be part of your investment process.
儘管如此,仍然有必要考慮投資風險的存在。我們已經確定了一自由產權的 4個警示信號(其中至少有2個使我們感到不安),理解這些應該成爲您投資過程的一部分。
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.
對這篇文章有反饋嗎?對內容感到擔憂嗎?請直接與我們聯繫。或者,發送電子郵件至editorial-team @ simplywallst.com。
Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。
譯文內容由第三人軟體翻譯。