Results: FUJIFILM Holdings Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, FUJIFILM Holdings Corporation (TSE:4901) just kicked off its latest half-yearly results with some very strong numbers. The company beat expectations with revenues of JP¥1.6t arriving 2.6% ahead of forecasts. Statutory earnings per share (EPS) were JP¥99.79, 5.5% ahead of estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Following last week's earnings report, FUJIFILM Holdings' 13 analysts are forecasting 2026 revenues to be JP¥3.27t, approximately in line with the last 12 months. Statutory earnings per share are expected to reduce 2.7% to JP¥219 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥3.27t and earnings per share (EPS) of JP¥220 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 FUJIFILM Holdings

There were no changes to revenue or earnings estimates or the price target of JP¥4,172, 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. 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¥3,500 per share. 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 1.2% annualised growth rate until the end of 2026 being well below the historical 8.3% 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 2.5% 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. The consensus price target held steady at JP¥4,172, 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 FUJIFILM Holdings analysts - going out to 2028, 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 FUJIFILM 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.