Pan Pacific International Holdings Corporation (TSE:7532) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Pan Pacific International Holdings Corporation (TSE:7532) shareholders are probably feeling a little disappointed, since its shares fell 4.7% to JP¥953 in the week after its latest first-quarter results. Pan Pacific International Holdings reported in line with analyst predictions, delivering revenues of JP¥573b and statutory earnings per share of JP¥9.53, suggesting the business is executing well and in line with its plan. 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.

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Taking into account the latest results, the most recent consensus for Pan Pacific International Holdings from 15 analysts is for revenues of JP¥2.35t in 2026. If met, it would imply a reasonable 3.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to step up 13% to JP¥37.26. In the lead-up to this report, the analysts had been modelling revenues of JP¥2.35t and earnings per share (EPS) of JP¥37.19 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.

See our latest analysis for Pan Pacific International Holdings

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥1,128. 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 Pan Pacific International Holdings at JP¥1,300 per share, while the most bearish prices it at JP¥760. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Pan Pacific International Holdings shareholders.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Pan Pacific International Holdings' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 4.9% growth on an annualised basis. This is compared to a historical growth rate of 6.5% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 5.2% annually. So it's pretty clear that, while Pan Pacific International Holdings' revenue growth is expected to slow, it's expected to grow roughly in line with the 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. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at JP¥1,128, 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 2028, and you can see them free on our platform here.

You can also see whether Pan Pacific International Holdings is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.

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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.