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Earnings Update: FactSet Research Systems Inc. (NYSE:FDS) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

Earnings Update: FactSet Research Systems Inc. (NYSE:FDS) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

業績更新:FactSet Research Systems Inc.(紐交所:FDS)剛剛發佈了第一季度業績,分析師們正在更新他們的預測。
Simply Wall St ·  02:36

The first-quarter results for FactSet Research Systems Inc. (NYSE:FDS) were released last week, making it a good time to revisit its performance. It looks like the results were a bit of a negative overall. While revenues of US$569m were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 2.1% to hit US$3.89 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

輝盛研究系統公司(紐交所:FDS)第一季度的業績於上週發佈,現在是重新審視其表現的好時機。看起來整體結果有些負面。雖然營業收入爲56900萬美元與分析師的預測相符,但法定每股收益低於預期,未能達到預估的2.1%,最終爲每股3.89美元。收益對投資者來說是一個重要的時刻,他們可以追蹤公司的表現,查看分析師對明年的預測,以及觀察公司情緒是否有所改變。因此,我們收集了最新的業績後預測,以了解預估對明年的展望。

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NYSE:FDS Earnings and Revenue Growth December 23rd 2024
紐交所:FDS 每股收益和營業收入增長 2024年12月23日

Following the latest results, FactSet Research Systems' 19 analysts are now forecasting revenues of US$2.30b in 2025. This would be a satisfactory 3.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 9.8% to US$15.57. In the lead-up to this report, the analysts had been modelling revenues of US$2.30b and earnings per share (EPS) of US$15.69 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.

在最新的結果發佈後,輝盛研究系統的19位分析師現在預測2025年的營業收入將達到23億美元。這將是與過去12個月相比,營業收入提升3.3%的令人滿意的結果。法定每股收益預計將上漲9.8%,達到15.57美元。在這一報告之前,分析師們曾預測2025年的營業收入爲23億美元,每股收益(EPS)爲15.69美元。因此,很明顯,儘管分析師更新了他們的預測,但在最新結果後對該業務的期望並沒有發生重大變化。

There were no changes to revenue or earnings estimates or the price target of US$473, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on FactSet Research Systems, with the most bullish analyst valuing it at US$536 and the most bearish at US$390 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

營業收入或收益預估沒有變化,價格目標保持在473美元,這表明公司在最近的結果中滿足了預期。我們還可以審視分析師預估區間,以評估不同意見與均值的差異。關於輝盛研究系統的看法存在不同,其中最看好的分析師將其估值爲536美元,而最看淡的則爲每股390美元。這表明預估仍然存在一些多樣性,但分析師似乎在這隻股票上並未完全分歧,似乎並不一定是成功或失敗的局面。

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that FactSet Research Systems' revenue growth is expected to slow, with the forecast 4.5% annualised growth rate until the end of 2025 being well below the historical 10% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 6.5% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than FactSet Research Systems.

當然,另一個看待這些預測的方法是將其放在行業背景下進行對比。我們要強調的是,輝盛研究系統的營業收入增長預計會放緩,預測到2025年底的年化增長率爲4.5%,遠低於過去五年曆史年均10%的增長率。與行業內其他公司的(有分析師預測)相比,整體預期營業收入年增長率爲6.5%。顯然,儘管輝盛研究系統的營業收入增長預計會放緩,但更廣泛的行業也預計將比輝盛研究系統增長得更快。

The Bottom Line

結論

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 FactSet Research Systems' revenue is expected to perform worse than the wider 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.

最重要的是要認識到,情緒沒有發生重大變化,分析師確認業務的表現與他們之前的每股收益估計一致。 幸運的是,分析師們還重新確認了他們的營業收入估計,這表明其與預期一致。 儘管我們的數據表明,輝盛研究系統的營業收入預計將低於更廣泛的行業。 一致的目標價格沒有實質性變化,這表明該業務的內在價值在最新估算中沒有經歷任何重大變化。

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 estimates - from multiple FactSet Research Systems analysts - going out to 2027, and you can see them free on our platform here.

考慮到這一點,我們仍然認爲,業務的長期發展軌跡對投資者來說更爲重要。 我們有來自多位輝盛研究系統分析師的估算數據,直到2027年,您可以在我們的平台上免費查看。

And what about risks? Every company has them, and we've spotted 1 warning sign for FactSet Research Systems you should know about.

那麼風險如何呢?每家公司都有風險,我們發現輝盛研究系統有1個警告信號是您需要知道的。

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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.

對本文有反饋?對內容有疑慮?請直接與我們聯繫。或者,發送電子郵件至 editorial-team (at) simplywallst.com。
這篇來自Simply Wall ST的文章是一般性的。我們根據歷史數據和分析師預測提供評論,採用無偏見的方法,我們的文章並不旨在提供財務建議。它不構成對任何股票的買入或賣出建議,也未考慮到您的目標或財務狀況。我們旨在爲您提供以基本數據驅動的長期分析。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在提到的任何股票中均沒有持倉。

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