Bilfinger SE (ETR:GBF) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Bilfinger SE (ETR:GBF) just released its latest third-quarter results and things are looking bullish. The company beat expectations with revenues of €1.4b arriving 3.5% ahead of forecasts. Statutory earnings per share (EPS) were €1.47, 2.2% ahead of estimates. 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 Bilfinger after the latest results.

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Taking into account the latest results, the current consensus from Bilfinger's three analysts is for revenues of €5.65b in 2026. This would reflect a satisfactory 5.2% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to bounce 29% to €6.45. In the lead-up to this report, the analysts had been modelling revenues of €5.62b and earnings per share (EPS) of €6.36 in 2026. 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.

View our latest analysis for Bilfinger

The analysts reconfirmed their price target of €106, showing that the business is executing well and in line with expectations. 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 Bilfinger at €115 per share, while the most bearish prices it at €98.00. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Bilfinger's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Bilfinger's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 4.2% growth on an annualised basis. This is compared to a historical growth rate of 9.1% 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) 4.6% annually. Factoring in the forecast slowdown in growth, it looks like Bilfinger is forecast to grow at about the same rate as 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. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as 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.

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 Bilfinger 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 Bilfinger 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.