Kuehne + Nagel International AG Just Missed EPS By 5.9%: Here's What Analysts Think Will Happen Next

The third-quarter results for Kuehne + Nagel International AG (VTX:KNIN) were released last week, making it a good time to revisit its performance. Results were mixed, with revenues of CHF6.5b exceeding expectations, even as earnings per share (EPS) came up short. Statutory earnings were CHF2.73 per share, -5.9% below whatthe analysts had forecast. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Kuehne + Nagel International after the latest results.

See our latest analysis for Kuehne + Nagel International

Taking into account the latest results, the current consensus from Kuehne + Nagel International's 13 analysts is for revenues of CHF24.3b in 2025. This would reflect an okay 2.6% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 8.3% to CHF10.48. Before this earnings report, the analysts had been forecasting revenues of CHF24.3b and earnings per share (EPS) of CHF10.63 in 2025. 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.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at CHF239. 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. There are some variant perceptions on Kuehne + Nagel International, with the most bullish analyst valuing it at CHF315 and the most bearish at CHF180 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Kuehne + Nagel International shareholders.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Kuehne + Nagel International's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Kuehne + Nagel International's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 2.1% growth on an annualised basis. This is compared to a historical growth rate of 6.0% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 1.6% per year. Even after the forecast slowdown in growth, it seems obvious that Kuehne + Nagel International is also expected to grow faster than the wider industry.

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.

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 forecasts for Kuehne + Nagel International going out to 2026, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for Kuehne + Nagel International that you need to take into consideration.

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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.