Hapag-Lloyd Aktiengesellschaft Just Beat Revenue By 9.6%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) released its second-quarter result to the market. The early response was not positive, with shares down 8.3% to €120 in the past week. It was a workmanlike result, with revenues of €4.6b coming in 9.6% ahead of expectations, and statutory earnings per share of €13.57, in line with analyst appraisals. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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After the latest results, the consensus from Hapag-Lloyd's ten analysts is for revenues of €17.9b in 2025, which would reflect a not inconsiderable 10% decline in revenue compared to the last year of performance. Statutory earnings per share are expected to crater 66% to €4.56 in the same period. In the lead-up to this report, the analysts had been modelling revenues of €17.5b and earnings per share (EPS) of €5.64 in 2025. While next year's revenue estimates increased, there was also a real cut to EPS expectations, suggesting the consensus has a bit of a mixed view of these results.

Check out our latest analysis for Hapag-Lloyd

The consensus price target was unchanged at €112, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. 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. There are some variant perceptions on Hapag-Lloyd, with the most bullish analyst valuing it at €170 and the most bearish at €70.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 20% by the end of 2025. This indicates a significant reduction from annual growth of 4.5% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue decline 1.2% annually for the foreseeable future. So it's pretty clear that Hapag-Lloyd's revenues are expected to shrink faster than the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Hapag-Lloyd. Fortunately, they also upgraded their revenue estimates, although Hapag-Lloyd'sthey are still expected to trail 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 estimates - from multiple Hapag-Lloyd analysts - going out to 2027, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 2 warning signs for Hapag-Lloyd (of which 1 is significant!) you should know about.

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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.