Itoham Yonekyu Holdings Inc. Just Missed Earnings - But Analysts Have Updated Their Models

As you might know, Itoham Yonekyu Holdings Inc. (TSE:2296) recently reported its full-year numbers. It looks like the results were a bit of a negative overall. While revenues of JP¥956b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 6.8% to hit JP¥273 per share. 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.

See our latest analysis for Itoham Yonekyu Holdings

Following last week's earnings report, Itoham Yonekyu Holdings' three analysts are forecasting 2025 revenues to be JP¥971.8b, approximately in line with the last 12 months. Per-share earnings are expected to accumulate 2.9% to JP¥282. Before this earnings report, the analysts had been forecasting revenues of JP¥946.3b and earnings per share (EPS) of JP¥313 in 2025. While next year's revenue estimates increased, there was also a real cut to EPS expectations, suggesting the consensus has a bit of a mixed view of these results.

Curiously, the consensus price target rose 6.8% to JP¥4,300. We can only conclude that the forecast revenue growth is expected to offset the impact of the expected fall in earnings.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that Itoham Yonekyu Holdings' revenue growth is expected to slow, with the forecast 1.7% annualised growth rate until the end of 2025 being well below the historical 2.5% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 3.7% per year. Factoring in the forecast slowdown in growth, it seems obvious that Itoham Yonekyu Holdings is also expected to grow slower than other industry participants.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Itoham Yonekyu Holdings. Fortunately, they also upgraded their revenue estimates, although our data indicates it is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Itoham Yonekyu Holdings going out to 2027, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 1 warning sign for Itoham Yonekyu Holdings 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.