Eastern Air Logistics Co., Ltd. Just Recorded A 7.7% EPS Beat: Here's What Analysts Are Forecasting Next
Eastern Air Logistics Co., Ltd. Just Recorded A 7.7% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Eastern Air Logistics Co., Ltd. (SHSE:601156) just kicked off its latest annual results with some very strong numbers. The company beat expectations with revenues of CN¥21b arriving 5.9% ahead of forecasts. Statutory earnings per share (EPS) were CN¥1.57, 7.7% ahead of estimates. 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.
你可能知道，东方航空物流有限公司（SHSE: 601156）刚刚以一些非常强劲的数字拉开了其最新年度业绩的序幕。该公司超出预期，收入为210亿元人民币，比预期高出5.9％。法定每股收益（EPS）为1.57元人民币，比预期高出7.7％。分析师通常会在每份收益报告中更新他们的预测，我们可以从他们的估计中判断他们对公司的看法是否发生了变化，或者是否有任何新的问题需要注意。我们认为，读者会发现分析师对明年最新（法定）财报后的预测很有趣。
Taking into account the latest results, the most recent consensus for Eastern Air Logistics from six analysts is for revenues of CN¥25.1b in 2024. If met, it would imply a substantial 22% increase on its revenue over the past 12 months. Per-share earnings are expected to surge 27% to CN¥1.99. Yet prior to the latest earnings, the analysts had been anticipated revenues of CN¥23.0b and earnings per share (EPS) of CN¥1.90 in 2024. 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.
考虑到最新业绩，六位分析师对东方航空物流的最新共识是，2024年的收入为251亿元人民币。如果得到满足，这意味着其收入在过去12个月中将大幅增长22％。预计每股收益将激增27％，至1.99元人民币。然而，在最新财报公布之前，分析师曾预计2024年的收入为230亿元人民币，每股收益（EPS）为1.90元人民币。因此，鉴于明年收入和每股收益预测均有所上调，最新业绩公布后，市场情绪似乎略有上升。
It will come as no surprise to learn that the analysts have increased their price target for Eastern Air Logistics 9.9% to CN¥22.16on the back of these upgrades. 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. There are some variant perceptions on Eastern Air Logistics, with the most bullish analyst valuing it at CN¥24.00 and the most bearish at CN¥20.79 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
在这些升级的支持下，分析师将东方航空物流的目标股价上调了9.9％，至22.16元人民币也就不足为奇了。但是，这并不是我们可以从这些数据中得出的唯一结论，因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。对东方航空物流的看法有所不同，最看涨的分析师将其估值为24.00元人民币，最看跌的为每股20.79元人民币。由于估值范围如此狭窄，分析师显然对他们认为的业务价值有相似的看法。
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 clear from the latest estimates that Eastern Air Logistics' rate of growth is expected to accelerate meaningfully, with the forecast 22% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 13% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 10% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Eastern Air Logistics to grow faster than the wider industry.
从现在的大局来看，我们可以理解这些预测的方法之一是看看它们如何与过去的业绩和行业增长预期相比较。从最新估计中可以明显看出，东方航空物流的增长率预计将大幅加快，预计到2024年底的年化收入增长率为22％，明显快于过去五年中13％的历史增长。相比之下，我们的数据表明，预计类似行业的其他公司（有分析师报道）的收入将以每年10％的速度增长。显而易见，尽管增长前景比最近更加光明，但分析师也预计，东方航空物流的增长速度将快于整个行业。
The Bottom Line
底线
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Eastern Air Logistics' earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
对我们来说，最大的收获是共识的每股收益上调，这表明人们对东方航空物流明年盈利潜力的信心明显改善。令人高兴的是，他们还上调了收入预期，并预测其增长速度将超过整个行业。目标股价也大幅提高，分析师显然认为该业务的内在价值正在提高。
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 Eastern Air Logistics going out to 2026, and you can see them free on our platform here..
根据这种思路，我们认为该业务的长期前景比明年的收益重要得多。在Simply Wall St，我们有分析师对东方航空物流到2026年的全方位估计，你可以在我们的平台上免费查看。
Plus, you should also learn about the 1 warning sign we've spotted with Eastern Air Logistics .
此外，您还应该了解我们在东方航空物流中发现的 1 个警告标志。
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