Kalmar Oyj Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

Last week, you might have seen that Kalmar Oyj (HEL:KALMAR) released its quarterly result to the market. The early response was not positive, with shares down 2.9% to €38.80 in the past week. Revenues were €420m, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of €0.61 were also better than expected, beating analyst predictions by 11%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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After the latest results, the six analysts covering Kalmar Oyj are now predicting revenues of €1.72b in 2025. If met, this would reflect a satisfactory 2.4% improvement in revenue compared to the last 12 months. Per-share earnings are expected to ascend 18% to €2.52. Yet prior to the latest earnings, the analysts had been anticipated revenues of €1.69b and earnings per share (EPS) of €2.35 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

See our latest analysis for Kalmar Oyj

With these upgrades, we're not surprised to see that the analysts have lifted their price target 6.9% to €36.17per share. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Kalmar Oyj analyst has a price target of €47.00 per share, while the most pessimistic values it at €27.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. For example, we noticed that Kalmar Oyj's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 4.9% growth to the end of 2025 on an annualised basis. That is well above its historical decline of 9.9% a year over the past year. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 4.6% annually. So while Kalmar Oyj's revenues are expected to improve, it seems that it is expected to grow at about the same rate as the overall industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Kalmar Oyj's earnings potential next year. There was also an upgrade to revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Kalmar Oyj going out to 2027, and you can see them free on our platform here.

It might also be worth considering whether Kalmar Oyj's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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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.