Mitsui Fudosan Co., Ltd. Just Recorded A 106% EPS Beat: Here's What Analysts Are Forecasting Next

Mitsui Fudosan Co., Ltd. (TSE:8801) defied analyst predictions to release its first-quarter results, which were ahead of market expectations. It was a solid earnings report, with revenues and statutory earnings per share (EPS) both coming in strong. Revenues were 12% higher than the analysts had forecast, at JP¥802b, while EPS were JP¥44.81 beating analyst models by 106%. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.

Taking into account the latest results, the current consensus, from the eleven analysts covering Mitsui Fudosan, is for revenues of JP¥2.67t in 2026. This implies a measurable 4.6% reduction in Mitsui Fudosan's revenue over the past 12 months. Statutory earnings per share are expected to drop 14% to JP¥95.92 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥2.66t and earnings per share (EPS) of JP¥95.98 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.

Check out our latest analysis for Mitsui Fudosan

The analysts reconfirmed their price target of JP¥1,707, showing that the business is executing well and in line with expectations. 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 Mitsui Fudosan analyst has a price target of JP¥1,890 per share, while the most pessimistic values it at JP¥1,470. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that revenue is expected to reverse, with a forecast 6.0% annualised decline to the end of 2026. That is a notable change from historical growth of 6.2% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 4.1% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Mitsui Fudosan is expected to lag the wider 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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Mitsui Fudosan's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Mitsui Fudosan going out to 2028, and you can see them free on our platform here.

However, before you get too enthused, we've discovered 2 warning signs for Mitsui Fudosan (1 is a bit concerning!) that you should be aware of.

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.