The BELIMO Holding AG (VTX:BEAN) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

Last week saw the newest half-yearly earnings release from BELIMO Holding AG (VTX:BEAN), an important milestone in the company's journey to build a stronger business. Results overall were respectable, with statutory earnings of CHF14.77 per share roughly in line with what the analysts had forecast. Revenues of CHF676m came in 4.4% ahead of analyst predictions. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the current consensus from BELIMO Holding's eight analysts is for revenues of CHF1.33b in 2026. This would reflect a modest 7.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to step up 15% to CHF19.22. Yet prior to the latest earnings, the analysts had been anticipated revenues of CHF1.29b and earnings per share (EPS) of CHF18.16 in 2026. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year.

See our latest analysis for BELIMO Holding

Despite these upgrades,the analysts have not made any major changes to their price target of CHF989, suggesting that the higher estimates are not likely to have a long term impact on what the stock is worth. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values BELIMO Holding at CHF1,150 per share, while the most bearish prices it at CHF575. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that BELIMO Holding's rate of growth is expected to accelerate meaningfully, with the forecast 15% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 9.6% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.0% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that BELIMO Holding is expected to grow much faster than its industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around BELIMO Holding's earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them 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 estimates - from multiple BELIMO Holding analysts - going out to 2028, and you can see them free on our platform here.

It is also worth noting that we have found 2 warning signs for BELIMO Holding (1 can't be ignored!) 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.