Fujimi Incorporated Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Fujimi Incorporated (TSE:5384) shareholders are probably feeling a little disappointed, since its shares fell 7.6% to JP¥2,092 in the week after its latest quarterly results. It looks like a pretty bad result, all things considered. Although revenues of JP¥16b were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 25% to hit JP¥25.10 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Taking into account the latest results, the consensus forecast from Fujimi's seven analysts is for revenues of JP¥67.0b in 2026. This reflects a satisfactory 4.4% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 6.5% to JP¥132. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥67.0b and earnings per share (EPS) of JP¥132 in 2026. 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.

View our latest analysis for Fujimi

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥2,567. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Fujimi analyst has a price target of JP¥2,800 per share, while the most pessimistic values it at JP¥2,160. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Fujimi is an easy business to forecast or the the analysts are all using similar assumptions.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Fujimi's revenue growth is expected to slow, with the forecast 6.0% annualised growth rate until the end of 2026 being well below the historical 8.0% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 4.2% per year. So it's pretty clear that, while Fujimi's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

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. 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¥2,567, 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 Fujimi. Long-term earnings power is much more important than next year's profits. We have forecasts for Fujimi going out to 2028, and you can see them free on our platform here.

Before you take the next step you should know about the 1 warning sign for Fujimi that we have uncovered.

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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.