FUJIFILM Holdings Corporation Just Beat EPS By 5.2%: Here's What Analysts Think Will Happen Next

It's been a good week for FUJIFILM Holdings Corporation (TSE:4901) shareholders, because the company has just released its latest yearly results, and the shares gained 6.0% to JP¥3,236. The result was positive overall - although revenues of JP¥3.2t were in line with what the analysts predicted, FUJIFILM Holdings surprised by delivering a statutory profit of JP¥217 per share, modestly greater than expected. 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, FUJIFILM Holdings' 13 analysts currently expect revenues in 2026 to be JP¥3.25t, approximately in line with the last 12 months. Statutory per-share earnings are expected to be JP¥220, roughly flat on the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of JP¥3.26t and earnings per share (EPS) of JP¥216 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.

View our latest analysis for FUJIFILM Holdings

There were no changes to revenue or earnings estimates or the price target of JP¥3,851, suggesting that the company has met expectations in its recent result. 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. There are some variant perceptions on FUJIFILM Holdings, with the most bullish analyst valuing it at JP¥5,000 and the most bearish at JP¥2,960 per share. 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 FUJIFILM Holdings shareholders.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that FUJIFILM Holdings' revenue growth is expected to slow, with the forecast 1.8% annualised growth rate until the end of 2026 being well below the historical 8.2% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 2.3% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than FUJIFILM Holdings.

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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will 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.

With that in mind, we wouldn't be too quick to come to a conclusion on FUJIFILM Holdings. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for FUJIFILM Holdings going out to 2028, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for FUJIFILM Holdings that you should be aware 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.