Takeuchi Mfg. Co., Ltd. Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen Next
The first-quarter results for Takeuchi Mfg. Co., Ltd. (TSE:6432) were released last week, making it a good time to revisit its performance. Revenues of JP¥57b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at JP¥161, missing estimates by 7.1%. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Taking into account the latest results, the consensus forecast from Takeuchi Mfg's five analysts is for revenues of JP¥245.2b in 2027. This reflects a modest 5.9% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to shrink 7.3% to JP¥567 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥241.3b and earnings per share (EPS) of JP¥559 in 2027. 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.
Check out our latest analysis for Takeuchi Mfg
It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥6,958. 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. Currently, the most bullish analyst values Takeuchi Mfg at JP¥9,230 per share, while the most bearish prices it at JP¥5,400. 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 pretty clear that there is an expectation that Takeuchi Mfg's revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 8.0% growth on an annualised basis. This is compared to a historical growth rate of 12% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.4% annually. So it's pretty clear that, while Takeuchi Mfg's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
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. The consensus price target held steady at JP¥6,958, with the latest estimates not enough to have an impact on their price targets.
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. At Simply Wall St, we have a full range of analyst estimates for Takeuchi Mfg going out to 2029, and you can see them free on our platform here..
We also provide an overview of the Takeuchi Mfg 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.