Três Tentos Agroindustrial S/A Just Beat Revenue Estimates By 6.3%

Last week saw the newest yearly earnings release from Três Tentos Agroindustrial S/A (BVMF:TTEN3), an important milestone in the company's journey to build a stronger business. It was a workmanlike result, with revenues of R$13b coming in 6.3% ahead of expectations, and statutory earnings per share of R$1.51, in line with analyst appraisals. 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 Três Tentos Agroindustrial S/A after the latest results.

See our latest analysis for Três Tentos Agroindustrial S/A

Taking into account the latest results, the most recent consensus for Três Tentos Agroindustrial S/A from eight analysts is for revenues of R$16.8b in 2025. If met, it would imply a substantial 31% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to sink 12% to R$1.34 in the same period. Before this earnings report, the analysts had been forecasting revenues of R$16.5b and earnings per share (EPS) of R$1.25 in 2025. So the consensus seems to have become somewhat more optimistic on Três Tentos Agroindustrial S/A's earnings potential following these results.

There's been no major changes to the consensus price target of R$19.48, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. 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. Currently, the most bullish analyst values Três Tentos Agroindustrial S/A at R$26.00 per share, while the most bearish prices it at R$17.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

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. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 31% growth on an annualised basis. That is in line with its 30% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 7.6% per year. So it's pretty clear that Três Tentos Agroindustrial S/A is forecast to grow substantially faster than its industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Três Tentos Agroindustrial S/A's earnings potential next year. 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$19.48, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Três Tentos Agroindustrial S/A going out to 2027, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 1 warning sign for Três Tentos Agroindustrial S/A that you need to be mindful of.

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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.