Earnings Miss: LVMH Moët Hennessy - Louis Vuitton, Société Européenne Missed EPS By 7.7% And Analysts Are Revising Their Forecasts

Investors in LVMH Moët Hennessy - Louis Vuitton, Société Européenne (EPA:MC) had a good week, as its shares rose 4.2% to close at €713 following the release of its full-year results. Revenues of €85b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at €25.12, missing estimates by 7.7%. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Check out our latest analysis for LVMH Moët Hennessy - Louis Vuitton Société Européenne

Taking into account the latest results, the current consensus from LVMH Moët Hennessy - Louis Vuitton Société Européenne's 25 analysts is for revenues of €89.6b in 2025. This would reflect a satisfactory 5.8% increase on its revenue over the past 12 months. Per-share earnings are expected to expand 12% to €28.12. Before this earnings report, the analysts had been forecasting revenues of €89.5b and earnings per share (EPS) of €28.36 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at €750. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic LVMH Moët Hennessy - Louis Vuitton Société Européenne analyst has a price target of €888 per share, while the most pessimistic values it at €618. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

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. We would highlight that LVMH Moët Hennessy - Louis Vuitton Société Européenne's revenue growth is expected to slow, with the forecast 5.8% annualised growth rate until the end of 2025 being well below the historical 14% 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 7.5% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than LVMH Moët Hennessy - Louis Vuitton Société Européenne.

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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will 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. We have estimates - from multiple LVMH Moët Hennessy - Louis Vuitton Société Européenne analysts - going out to 2027, and you can see them free on our platform here.

You can also view our analysis of LVMH Moët Hennessy - Louis Vuitton Société Européenne's balance sheet, and whether we think LVMH Moët Hennessy - Louis Vuitton Société Européenne is carrying too much debt, for free on our 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.