Pan Pacific International Holdings Corporation Just Missed EPS By 6.1%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Pan Pacific International Holdings Corporation (TSE:7532) released its half-year result to the market. The early response was not positive, with shares down 3.4% to JP¥4,162 in the past week. It looks like the results were a bit of a negative overall. While revenues of JP¥1.1t were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 6.1% to hit JP¥56.13 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Pan Pacific International Holdings after the latest results.

Check out our latest analysis for Pan Pacific International Holdings

Taking into account the latest results, the current consensus from Pan Pacific International Holdings' 16 analysts is for revenues of JP¥2.24t in 2025. This would reflect a credible 2.8% increase on its revenue over the past 12 months. Statutory per share are forecast to be JP¥158, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥2.23t and earnings per share (EPS) of JP¥160 in 2025. 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.

There were no changes to revenue or earnings estimates or the price target of JP¥4,424, suggesting that the company has met expectations in its recent result. 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 Pan Pacific International Holdings analyst has a price target of JP¥5,250 per share, while the most pessimistic values it at JP¥3,350. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

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. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 5.6% growth on an annualised basis. That is in line with its 5.7% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 5.3% per year. It's clear that while Pan Pacific International Holdings' revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at JP¥4,424, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Pan Pacific International Holdings analysts - 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 Pan Pacific International 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.