Arca Continental, S.A.B. de C.V. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next
As you might know, Arca Continental, S.A.B. de C.V. (BMV:AC) recently reported its second-quarter numbers. Revenues were in line with forecasts, at Mex$63b, although statutory earnings per share came in 12% below what the analysts expected, at Mex$2.92 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Following last week's earnings report, Arca Continental. de's 13 analysts are forecasting 2026 revenues to be Mex$252.2b, approximately in line with the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of Mex$254.4b and earnings per share (EPS) of Mex$12.37 in 2026. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.
View our latest analysis for Arca Continental. de
We'd also point out that thatthe analysts have made no major changes to their price target of Mex$238. 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. The most optimistic Arca Continental. de analyst has a price target of Mex$270 per share, while the most pessimistic values it at Mex$212. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
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. It's pretty clear that there is an expectation that Arca Continental. de's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 1.4% growth on an annualised basis. This is compared to a historical growth rate of 7.0% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 5.9% 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 Arca Continental. de.
The Bottom Line
The clear take away from these updates is that the analysts made no change to their revenue estimates for next year, with the business apparently performing in line with their models. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Arca Continental. de's 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.
We have estimates for Arca Continental. de from its 13 analysts out to 2028, and you can see them free on our platform here.
You should always think about risks though. Case in point, we've spotted 1 warning sign for Arca Continental. de you should be aware of.
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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.