Fujikura Ltd. Just Missed EPS By 51%: Here's What Analysts Think Will Happen Next

It's been a good week for Fujikura Ltd. (TSE:5803) shareholders, because the company has just released its latest half-yearly results, and the shares gained 2.2% to JP¥5,552. Statutory earnings per share fell badly short of expectations, coming in at JP¥34.88, some 51% below analyst forecasts, although revenues were okay, approximately in line with analyst estimates at JP¥448b. 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 Fujikura after the latest results.

See our latest analysis for Fujikura

After the latest results, the eight analysts covering Fujikura are now predicting revenues of JP¥895.0b in 2025. If met, this would reflect a credible 4.6% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to jump 32% to JP¥262. In the lead-up to this report, the analysts had been modelling revenues of JP¥895.1b and earnings per share (EPS) of JP¥262 in 2025. 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.

There were no changes to revenue or earnings estimates or the price target of JP¥5,137, suggesting that the company has met expectations in its recent result. 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 Fujikura at JP¥7,200 per share, while the most bearish prices it at JP¥4,400. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Fujikura shareholders.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Fujikura's rate of growth is expected to accelerate meaningfully, with the forecast 9.5% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 5.9% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 4.4% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Fujikura is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. 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. The consensus price target held steady at JP¥5,137, with the latest estimates not enough to have an impact on their price targets.

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. At Simply Wall St, we have a full range of analyst estimates for Fujikura going out to 2027, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Fujikura that 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.