Amiyaki Tei Co., Ltd. Recorded A 5.8% Miss On Revenue: Analysts Are Revisiting Their Models

The quarterly results for Amiyaki Tei Co., Ltd. (TSE:2753) were released last week, making it a good time to revisit its performance. Revenues came in 5.8% below expectations, at JP¥8.6b. Statutory earnings per share were relatively better off, with a per-share profit of JP¥63.64 being roughly in line with analyst estimates. This is an important time for investors, as they can track a company's performance in its report, look at what expert is forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimate suggests is in store for next year.

See our latest analysis for Amiyaki Tei

After the latest results, the sole analyst covering Amiyaki Tei are now predicting revenues of JP¥39.6b in 2026. If met, this would reflect a decent 12% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to step up 12% to JP¥93.90. Yet prior to the latest earnings, the analyst had been anticipated revenues of JP¥40.0b and earnings per share (EPS) of JP¥93.93 in 2026. So it's pretty clear that, although the analyst has updated their estimates, there's been no major change in expectations for the business following the latest results.

The consensus price target rose 70% to JP¥2,600despite there being no meaningful change to earnings estimates. It could be that the analystare reflecting the predictability of Amiyaki Tei's earnings by assigning a price premium.

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. The analyst is definitely expecting Amiyaki Tei's growth to accelerate, with the forecast 9.9% annualised growth to the end of 2026 ranking favourably alongside historical growth of 5.8% per annum 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 7.0% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analyst also expect Amiyaki Tei 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 analyst 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 also a nice increase in the price target, with the analyst clearly feeling that the intrinsic value of the business is improving.

With that in mind, we wouldn't be too quick to come to a conclusion on Amiyaki Tei. Long-term earnings power is much more important than next year's profits. We have analyst estimates for Amiyaki Tei going out as far as 2027, and you can see them free on our platform here.

Even so, be aware that Amiyaki Tei is showing 1 warning sign in our investment analysis , you should know about...

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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.