Nisshin Seifun Group Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, Nisshin Seifun Group Inc. (TSE:2002) last week released its latest quarterly, and things did not turn out so great for shareholders. Nisshin Seifun Group missed earnings this time around, with JP¥218b revenue coming in 3.8% below what the analysts had modelled. Statutory earnings per share (EPS) of JP¥34.21 also fell short of expectations by 10%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for Nisshin Seifun Group

Taking into account the latest results, Nisshin Seifun Group's three analysts currently expect revenues in 2026 to be JP¥871.9b, approximately in line with the last 12 months. Statutory earnings per share are predicted to step up 15% to JP¥127. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥879.3b and earnings per share (EPS) of JP¥128 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¥2,233, 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 Nisshin Seifun Group analyst has a price target of JP¥2,500 per share, while the most pessimistic values it at JP¥2,000. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

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 Nisshin Seifun Group's revenue growth is expected to slow, with the forecast 1.6% annualised growth rate until the end of 2026 being well below the historical 5.8% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 4.0% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Nisshin Seifun Group.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at JP¥2,233, with the latest estimates not enough to have an impact on their price targets.

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 Nisshin Seifun Group going out to 2027, and you can see them free on our platform here..

You can also see our analysis of Nisshin Seifun Group's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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.