Deckers Outdoor Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Deckers Outdoor Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Deckers Outdoor Corporation (NYSE:DECK) defied analyst predictions to release its third-quarter results, which were ahead of market expectations.
德克斯戶外用品公司（紐約證券交易所代碼：DECK）無視分析師的預測發佈了第三季度業績，該業績超出了市場預期。
It was overall a positive result, with revenues beating expectations by 7.3% to hit US$1.6b. Deckers Outdoor also reported a statutory profit of US$15.11, which was an impressive 30% above what the analysts had forecast.
總體而言，這是一個積極的結果，收入比預期高出7.3％，達到16億美元。Deckers Outdoor還公佈了15.11美元的法定利潤，比分析師的預測高出30％，令人印象深刻。
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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
對於投資者來說，這是一個重要時刻，因爲他們可以在報告中追蹤公司的業績，看看專家對明年的預測，看看對該業務的預期是否有任何變化。因此，我們收集了最新的業績後預測，以了解估計對明年的預測。
NYSE:DECK Earnings and Revenue Growth February 4th 2024
紐約證券交易所：DECK 收益和收入增長 2024 年 2 月 4 日
Following the latest results, Deckers Outdoor's 20 analysts are now forecasting revenues of US$4.65b in 2025. This would be a solid 13% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 4.9% to US$29.52. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$4.53b and earnings per share (EPS) of US$27.52 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.
根據最新業績，Deckers Outdoor的20位分析師現在預測2025年的收入爲46.5億美元。與過去12個月相比，這將使收入穩步增長13％。每股收益預計將累積4.9％，至29.52美元。然而，在最新業績公佈之前，分析師曾預計2025年收入爲45.3億美元，每股收益（EPS）爲27.52美元。最新業績公佈後，市場情緒似乎略有增加，分析師對收入和收益的預測變得更加樂觀了。
With these upgrades, we're not surprised to see that the analysts have lifted their price target 17% to US$878per share.
通過這些升級，分析師將目標股價上調了17％至每股878美元，我們並不感到驚訝。
Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Deckers Outdoor analyst has a price target of US$1,150 per share, while the most pessimistic values it at US$525. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
但是，固定單一價格目標可能是不明智的，因爲共識目標實際上是分析師目標股價的平均值。因此，一些投資者喜歡查看估計範圍，看看對公司的估值是否有任何分歧。最樂觀的Deckers Outdoor分析師將目標股價定爲每股1,150美元，而最悲觀的分析師則將其估值爲525美元。這是相當廣泛的估計，表明分析師正在預測該業務的各種可能結果。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Deckers Outdoor's past performance and to peers in the same industry. We would highlight that Deckers Outdoor's revenue growth is expected to slow, with the forecast 10% annualised growth rate until the end of 2025 being well below the historical 16% p.a. growth over the last five years.
這些估計很有趣，但是在查看預測與Deckers Outdoor過去的表現以及與同一行業的同行進行比較時，可以更粗略地描述一些細節。我們要強調的是，預計Deckers Outdoor的收入增長將放緩，預計到2025年底的10％的年化增長率將遠低於過去五年16％的歷史年增長率。
Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 7.1% per year. So it's pretty clear that, while Deckers Outdoor's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
將其與業內其他有分析師報道的公司並列，預計這些公司的收入（總計）每年將增長7.1％。因此，很明顯，儘管預計Deckers Outdoor的收入增長將放緩，但預計其增長速度仍將超過該行業本身。