Analysts Have Made A Financial Statement On SHAPE Australia Corporation Limited's (ASX:SHA) Full-Year Report

The full-year results for SHAPE Australia Corporation Limited (ASX:SHA) were released last week, making it a good time to revisit its performance. Revenues of AU$957m were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at AU$0.25, missing estimates by 2.6%. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.

Following the latest results, SHAPE Australia's twin analysts are now forecasting revenues of AU$1.02b in 2026. This would be a satisfactory 6.9% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 8.7% to AU$0.28. In the lead-up to this report, the analysts had been modelling revenues of AU$1.01b and earnings per share (EPS) of AU$0.26 in 2026. So the consensus seems to have become somewhat more optimistic on SHAPE Australia's earnings potential following these results.

View our latest analysis for SHAPE Australia

The consensus price target was unchanged at AU$5.27, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the SHAPE Australia's past performance and to peers in the same industry. We would highlight that SHAPE Australia's revenue growth is expected to slow, with the forecast 6.9% annualised growth rate until the end of 2026 being well below the historical 9.5% p.a. growth over the last five years. Compare this to the 23 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 7.0% per year. So it's pretty clear that, while SHAPE Australia's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around SHAPE Australia's earnings potential next year. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall 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.

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. We have analyst estimates for SHAPE Australia going out as far as 2028, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 1 warning sign for SHAPE Australia you should know about.

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.