FUJIFILM Holdings Corporation Just Missed EPS By 23%: 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 first-quarter results, and the shares gained 6.6% to JP¥3,409. Revenue of JP¥749b surpassed estimates by 5.9%, although statutory earnings per share missed badly, coming in 23% below expectations at JP¥50.44 per share. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

Check out our latest analysis for FUJIFILM Holdings

Taking into account the latest results, FUJIFILM Holdings' 14 analysts currently expect revenues in 2025 to be JP¥3.11t, approximately in line with the last 12 months. Statutory per share are forecast to be JP¥204, approximately in line with the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of JP¥3.12t and earnings per share (EPS) of JP¥207 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

There were no changes to revenue or earnings estimates or the price target of JP¥4,080, 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. Currently, the most bullish analyst values FUJIFILM Holdings at JP¥4,700 per share, while the most bearish prices it at JP¥3,333. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the FUJIFILM Holdings' past performance and to peers in the same industry. We would highlight that FUJIFILM Holdings' revenue growth is expected to slow, with the forecast 2.6% annualised growth rate until the end of 2025 being well below the historical 6.5% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 2.6% annually. Factoring in the forecast slowdown in growth, it looks like FUJIFILM Holdings is forecast to grow at about the same rate as the wider industry.

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. 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.

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 FUJIFILM Holdings analysts - going out to 2027, and you can see them free on our platform here.

It might also be worth considering whether FUJIFILM Holdings' debt load is appropriate, using our debt analysis tools on the Simply Wall St 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.