The Beijer Alma AB (publ) (STO:BEIA B) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

It's been a good week for Beijer Alma AB (publ) (STO:BEIA B) shareholders, because the company has just released its latest second-quarter results, and the shares gained 3.2% to kr290. Beijer Alma reported in line with analyst predictions, delivering revenues of kr2.1b and statutory earnings per share of kr3.59, suggesting the business is executing well and in line with its plan. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the most recent consensus for Beijer Alma from four analysts is for revenues of kr8.35b in 2026. If met, it would imply a satisfactory 5.3% increase on its revenue over the past 12 months. Per-share earnings are expected to grow 11% to kr13.85. Yet prior to the latest earnings, the analysts had been anticipated revenues of kr8.33b and earnings per share (EPS) of kr13.88 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

View our latest analysis for Beijer Alma

It will come as no surprise then, to learn that the consensus price target is largely unchanged at kr334. 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. There are some variant perceptions on Beijer Alma, with the most bullish analyst valuing it at kr350 and the most bearish at kr310 per share. This is a very narrow spread of estimates, implying either that Beijer Alma is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Beijer Alma'shistorical trends, as the 11% annualised revenue growth to the end of 2026 is roughly in line with the 12% 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 7.4% per year. So it's pretty clear that Beijer Alma is forecast to grow substantially faster than its industry.

The Bottom Line

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 major changes to revenue forecasts, with the business still expected to grow faster 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.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Beijer Alma going out to 2028, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for Beijer Alma that you need to take into consideration.

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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.