Pola Orbis Holdings Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Pola Orbis Holdings Inc. (TSE:4927) filed its quarterly result this time last week. The early response was not positive, with shares down 5.5% to JP¥1,383 in the past week. Revenues came in at JP¥42b, in line with estimates, while Pola Orbis Holdings reported a statutory loss of JP¥2.49 per share, well short of prior analyst forecasts for a profit. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

View our latest analysis for Pola Orbis Holdings

Taking into account the latest results, the consensus forecast from Pola Orbis Holdings' ten analysts is for revenues of JP¥179.4b in 2025. This reflects a reasonable 4.3% improvement in revenue compared to the last 12 months. Per-share earnings are expected to leap 64% to JP¥54.20. Before this earnings report, the analysts had been forecasting revenues of JP¥179.3b and earnings per share (EPS) of JP¥54.25 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥1,379. 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. Currently, the most bullish analyst values Pola Orbis Holdings at JP¥1,500 per share, while the most bearish prices it at JP¥1,150. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

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. One thing stands out from these estimates, which is that Pola Orbis Holdings is forecast to grow faster in the future than it has in the past, with revenues expected to display 3.4% annualised growth until the end of 2025. If achieved, this would be a much better result than the 4.7% annual decline 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 revenue grow 4.6% per year. Although Pola Orbis Holdings' revenues are expected to improve, it seems that the analysts are still bearish on the business, forecasting it to grow slower than the broader 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. 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¥1,379, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Pola Orbis Holdings. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Pola Orbis Holdings analysts - going out to 2026, and you can see them free on our platform here.

Plus, you should also learn about the 1 warning sign we've spotted with Pola Orbis Holdings .

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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.