TKP Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for TKP Corporation (TSE:3479) shareholders, because the company has just released its latest annual results, and the shares gained 10.0% to JP¥1,696. Revenues of JP¥59b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at JP¥90.73, missing estimates by 7.2%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

We've discovered 4 warning signs about TKP. View them for free.

Taking into account the latest results, the consensus forecast from TKP's three analysts is for revenues of JP¥100.3b in 2026. This reflects a sizeable 69% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to jump 23% to JP¥116. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥73.6b and earnings per share (EPS) of JP¥115 in 2026. There's clearly been a surge in bullishness around the company's revenue pipeline, even if there's no real change in earnings per share forecasts.

See our latest analysis for TKP

Even though revenue forecasts increased, there was no change to the consensus price target of JP¥1,750, suggesting the analysts are focused on earnings as the driver of value creation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on TKP, with the most bullish analyst valuing it at JP¥2,000 and the most bearish at JP¥1,500 per share. 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.

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. For example, we noticed that TKP's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 69% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 2.2% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 4.1% per year. So it looks like TKP is expected to grow faster than its competitors, at least for a while.

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. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. The consensus price target held steady at JP¥1,750, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for TKP going out to 2028, and you can see them free on our platform here..

We don't want to rain on the parade too much, but we did also find 4 warning signs for TKP (2 are a bit unpleasant!) that you need to be mindful of.

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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.