Vulcabras S.A. (BVMF:VULC3) came out with its quarterly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Revenues of R$995m were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at R$0.46, missing estimates by 4.5%. 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 thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Taking into account the latest results, the most recent consensus for Vulcabras from six analysts is for revenues of R$3.98b in 2026. If met, it would imply a modest 6.6% increase on its revenue over the past 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of R$3.98b and earnings per share (EPS) of R$1.95 in 2026. So we can see that while the consensus made no real change to its revenue estimates, it also no longer provides an earnings per share estimate. This suggests that revenues are what the market is focusing on after the latest results.
See our latest analysis for Vulcabras
There's been no real change to the consensus price target of R$22.83, with Vulcabras seemingly executing in line with expectations. 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 Vulcabras at R$26.00 per share, while the most bearish prices it at R$20.00. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.
Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of Vulcabras'historical trends, as the 14% annualised revenue growth to the end of 2026 is roughly in line with the 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 8.3% annually. So it's pretty clear that Vulcabras is forecast to grow substantially faster than its industry.
The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at R$22.83, with the latest estimates not enough to have an impact on their price targets.
At least one of Vulcabras' six analysts has provided estimates out to 2028, which can be seen for free on our platform here.
Plus, you should also learn about the 3 warning signs we've spotted with Vulcabras (including 2 which shouldn't be ignored) .
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.