KION GROUP AG Just Beat EPS By 8.7%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for KION GROUP AG (ETR:KGX) shareholders, with its shares surging 12% to €64.00 in the week since its latest third-quarter results. KION GROUP reported €2.7b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of €0.87 beat expectations, being 8.7% higher than what the analysts expected. 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. 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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After the latest results, the 14 analysts covering KION GROUP are now predicting revenues of €11.8b in 2026. If met, this would reflect a credible 5.0% improvement in revenue compared to the last 12 months. Per-share earnings are expected to leap 92% to €3.98. In the lead-up to this report, the analysts had been modelling revenues of €11.8b and earnings per share (EPS) of €3.77 in 2026. So the consensus seems to have become somewhat more optimistic on KION GROUP's earnings potential following these results.

Check out our latest analysis for KION GROUP

There's been no major changes to the consensus price target of €62.23, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. 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. Currently, the most bullish analyst values KION GROUP at €71.00 per share, while the most bearish prices it at €48.50. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that KION GROUP's revenue growth is expected to slow, with the forecast 4.0% annualised growth rate until the end of 2026 being well below the historical 5.6% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 5.7% per year. Factoring in the forecast slowdown in growth, it seems obvious that KION GROUP is also expected to grow slower than other industry participants.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around KION GROUP's earnings potential next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that KION GROUP's revenue is expected to 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 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 KION GROUP 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 KION GROUP 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.