Revenue Beat: Burckhardt Compression Holding AG Exceeded Revenue Forecasts By 13% And Analysts Are Updating Their Estimates

Shareholders might have noticed that Burckhardt Compression Holding AG (VTX:BCHN) filed its half-yearly result this time last week. The early response was not positive, with shares down 6.5% to CHF520 in the past week. It was a mildly positive result, with revenues exceeding expectations at CHF516m, while statutory earnings per share (EPS) of CHF31.20 were in line with analyst forecasts. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, Burckhardt Compression Holding's seven analysts currently expect revenues in 2026 to be CHF1.10b, approximately in line with the last 12 months. Statutory per share are forecast to be CHF31.14, approximately in line with the last 12 months. Before this earnings report, the analysts had been forecasting revenues of CHF1.10b and earnings per share (EPS) of CHF31.37 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Burckhardt Compression Holding

There were no changes to revenue or earnings estimates or the price target of CHF732, suggesting that the company has met expectations in its recent result. 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 Burckhardt Compression Holding at CHF800 per share, while the most bearish prices it at CHF631. This is a very narrow spread of estimates, implying either that Burckhardt Compression Holding is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Burckhardt Compression Holding's past performance and to peers in the same industry. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 2.6% by the end of 2026. This indicates a significant reduction from annual growth of 14% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 4.7% per year. It's pretty clear that Burckhardt Compression Holding's revenues are expected to perform substantially worse than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse 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 in mind, we wouldn't be too quick to come to a conclusion on Burckhardt Compression Holding. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Burckhardt Compression Holding going out to 2028, and you can see them free on our platform here..

You still need to take note of risks, for example - Burckhardt Compression Holding has 1 warning sign we think you should be aware 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.