ADNOC Logistics & Services plc Just Recorded A 9.1% Revenue Beat: Here's What Analysts Think

ADNOC Logistics & Services plc (ADX:ADNOCLS) defied analyst predictions to release its quarterly results, which were ahead of market expectations. The company beat expectations with revenues of US$1.3b arriving 9.1% ahead of forecasts. Statutory earnings per share (EPS) were US$0.03, 6.0% ahead of estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on ADNOC Logistics & Services after the latest results.

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After the latest results, the 13 analysts covering ADNOC Logistics & Services are now predicting revenues of US$4.72b in 2026. If met, this would reflect a reasonable 2.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to swell 13% to US$0.12. Before this earnings report, the analysts had been forecasting revenues of US$4.68b and earnings per share (EPS) of US$0.12 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for ADNOC Logistics & Services

The analysts reconfirmed their price target of د.إ6.64, showing that the business is executing well and in line with expectations. 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. There are some variant perceptions on ADNOC Logistics & Services, with the most bullish analyst valuing it at د.إ7.00 and the most bearish at د.إ6.00 per share. This is a very narrow spread of estimates, implying either that ADNOC Logistics & Services is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that ADNOC Logistics & Services' revenue growth is expected to slow, with the forecast 2.3% annualised growth rate until the end of 2026 being well below the historical 27% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 0.9% per year. So it's pretty clear that, while ADNOC Logistics & Services' 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. 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. 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.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for ADNOC Logistics & Services going out to 2027, and you can see them free on our platform here..

It might also be worth considering whether ADNOC Logistics & Services' debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, 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.