Tsuruha Holdings Inc. (TSE:3391) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Last week, you might have seen that Tsuruha Holdings Inc. (TSE:3391) released its quarterly result to the market. The early response was not positive, with shares down 2.8% to JP¥11,105 in the past week. Results were roughly in line with estimates, with revenues of JP¥258b and statutory earnings per share of JP¥154. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Tsuruha Holdings after the latest results.

Check out our latest analysis for Tsuruha Holdings

Taking into account the latest results, the consensus forecast from Tsuruha Holdings' eleven analysts is for revenues of JP¥1.07t in 2025. This reflects a modest 6.0% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to accumulate 8.8% to JP¥607. In the lead-up to this report, the analysts had been modelling revenues of JP¥1.07t and earnings per share (EPS) of JP¥607 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.

The analysts reconfirmed their price target of JP¥12,315, showing that the business is executing well and in line with expectations. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Tsuruha Holdings analyst has a price target of JP¥14,300 per share, while the most pessimistic values it at JP¥10,600. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

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 can infer from the latest estimates that forecasts expect a continuation of Tsuruha Holdings'historical trends, as the 4.8% annualised revenue growth to the end of 2025 is roughly in line with the 5.0% 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 2.6% per year. So although Tsuruha Holdings 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 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. 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. 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.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Tsuruha Holdings analysts - going out to 2026, and you can see them free on our platform here.

You can also see our analysis of Tsuruha Holdings' Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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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.