Fuji Electric Co., Ltd. Just Recorded A 26% EPS Beat: Here's What Analysts Are Forecasting Next

Fuji Electric Co., Ltd. (TSE:6504) just released its latest third-quarter results and things are looking bullish. The company beat forecasts, with revenue of JP¥294b, some 8.9% above estimates, and statutory earnings per share (EPS) coming in at JP¥139, 26% ahead of expectations. 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.

See our latest analysis for Fuji Electric

Taking into account the latest results, the consensus forecast from Fuji Electric's eleven analysts is for revenues of JP¥1.19t in 2026. This reflects a modest 4.9% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to decrease 6.9% to JP¥610 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥1.19t and earnings per share (EPS) of JP¥613 in 2026. 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.

The analysts reconfirmed their price target of JP¥9,991, showing that the business is executing well and in line with expectations. 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 Fuji Electric analyst has a price target of JP¥11,700 per share, while the most pessimistic values it at JP¥7,800. 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. We would highlight that Fuji Electric's revenue growth is expected to slow, with the forecast 3.9% annualised growth rate until the end of 2026 being well below the historical 5.8% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 4.1% annually. Factoring in the forecast slowdown in growth, it looks like Fuji Electric is forecast to grow at about the same rate as the wider industry.

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. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall 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 in mind, we wouldn't be too quick to come to a conclusion on Fuji Electric. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Fuji Electric going out to 2027, and you can see them free on our platform here..

You can also see whether Fuji Electric is carrying too much debt, and whether its balance sheet is healthy, 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.