Kalmar Oyj Just Beat Revenue By 7.4%: Here's What Analysts Think Will Happen Next

A week ago, Kalmar Oyj (HEL:KALMAR) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. Results were good overall, with revenues beating analyst predictions by 7.4% to hit €480m. Statutory earnings per share (EPS) came in at €0.69, some 3.8% above whatthe analysts had expected. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Following last week's earnings report, Kalmar Oyj's five analysts are forecasting 2026 revenues to be €1.83b, approximately in line with the last 12 months. Statutory per share are forecast to be €2.73, approximately in line with the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of €1.81b and earnings per share (EPS) of €2.78 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 Kalmar Oyj

It will come as no surprise then, to learn that the consensus price target is largely unchanged at €43.80. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Kalmar Oyj at €47.00 per share, while the most bearish prices it at €42.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Kalmar Oyj's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 0.7% growth on an annualised basis. This is compared to a historical growth rate of 8.3% over the past year. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 5.8% 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 Kalmar Oyj.

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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at €43.80, with the latest estimates not enough to have an impact on their price targets.

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 Kalmar Oyj analysts - going out to 2028, and you can see them free on our platform here.

We also provide an overview of the Kalmar Oyj Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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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.