SFP Holdings Co., Ltd. (TSE:3198) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

SFP Holdings Co., Ltd. (TSE:3198) last week reported its latest half-yearly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. It was a credible result overall, with revenues of JP¥15b and statutory earnings per share of JP¥65.15 both in line with analyst estimates, showing that SFP Holdings is executing in line with expectations. Following the result, the analyst has 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. We've gathered the most recent statutory forecasts to see whether the analyst has changed their earnings models, following these results.

This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.

Taking into account the latest results, the consensus forecast from SFP Holdings' solitary analyst is for revenues of JP¥32.7b in 2026. This reflects a credible 6.5% improvement in revenue compared to the last 12 months. Per-share earnings are expected to expand 19% to JP¥68.80. In the lead-up to this report, the analyst had been modelling revenues of JP¥32.5b and earnings per share (EPS) of JP¥68.90 in 2026. The consensus analyst doesn'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.

View our latest analysis for SFP Holdings

The analyst reconfirmed their price target of JP¥2,400, showing that the business is executing well and in line with expectations.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the SFP Holdings' past performance and to peers in the same industry. The period to the end of 2026 brings more of the same, according to the analyst, with revenue forecast to display 13% growth on an annualised basis. That is in line with its 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.1% annually. So although SFP 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 analyst reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at JP¥2,400, with the latest estimates not enough to have an impact on their price target.

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 least one analyst has provided forecasts out to 2028, which can be seen for free on our platform here.

We also provide an overview of the SFP Holdings Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.