Bilfinger SE Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

The investors in Bilfinger SE's (ETR:GBF) will be rubbing their hands together with glee today, after the share price leapt 27% to €71.90 in the week following its full-year results. It looks like a credible result overall - although revenues of €5.0b were in line with what the analysts predicted, Bilfinger surprised by delivering a statutory profit of €4.79 per share, a notable 10% above expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

View our latest analysis for Bilfinger

Taking into account the latest results, the most recent consensus for Bilfinger from four analysts is for revenues of €5.36b in 2025. If met, it would imply a modest 6.3% increase on its revenue over the past 12 months. Per-share earnings are expected to climb 12% to €5.30. In the lead-up to this report, the analysts had been modelling revenues of €5.30b and earnings per share (EPS) of €5.13 in 2025. So the consensus seems to have become somewhat more optimistic on Bilfinger's earnings potential following these results.

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 14% to €68.25. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Bilfinger at €72.00 per share, while the most bearish prices it at €61.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

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 6.3% growth on an annualised basis. That is in line with its 5.6% 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 3.9% per year. So it's pretty clear that Bilfinger is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Bilfinger following these results. 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. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

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 estimates - from multiple Bilfinger analysts - going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - Bilfinger 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.