Fujitsu General Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Fujitsu General Limited (TSE:6755) shareholders, with its shares surging 11% to JP¥1,970 in the week since its latest full-year results. Results overall were not great, with earnings of JP¥29.29 per share falling drastically short of analyst expectations. Meanwhile revenues hit JP¥316b and were slightly better than forecasts. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

View our latest analysis for Fujitsu General

Following the latest results, Fujitsu General's eight analysts are now forecasting revenues of JP¥343.5b in 2025. This would be a meaningful 8.5% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 148% to JP¥72.49. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥334.4b and earnings per share (EPS) of JP¥91.98 in 2025. While next year's revenue estimates increased, there was also a large cut to EPS expectations, suggesting the consensus has a bit of a mixed view of these results.

The analysts also cut Fujitsu General's price target 8.5% to JP¥2,071, implying that lower forecast earnings are expected to have a more negative impact than can be offset by the increase in revenue. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Fujitsu General, with the most bullish analyst valuing it at JP¥2,300 and the most bearish at JP¥1,800 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We can infer from the latest estimates that forecasts expect a continuation of Fujitsu General'shistorical trends, as the 8.5% annualised revenue growth to the end of 2025 is roughly in line with the 7.1% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 2.1% per year. So although Fujitsu General is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

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 Fujitsu General going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 2 warning signs we've spotted with Fujitsu General .

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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.