Konica Minolta, Inc. (TSE:4902) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

There's been a notable change in appetite for Konica Minolta, Inc. (TSE:4902) shares in the week since its third-quarter report, with the stock down 11% to JP¥561. It looks like weak result overall, with ongoing losses and revenues of JP¥248b falling short of analyst predictions. The losses were a relative bright spot though, with a per-share (statutory) loss of JP¥5.43 being 46% smaller than what the analysts had presumed. 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.

Check out our latest analysis for Konica Minolta

Taking into account the latest results, the current consensus, from the ten analysts covering Konica Minolta, is for revenues of JP¥1.15t in 2026. This implies a discernible 3.5% reduction in Konica Minolta's revenue over the past 12 months. Earnings are expected to improve, with Konica Minolta forecast to report a statutory profit of JP¥46.72 per share. In the lead-up to this report, the analysts had been modelling revenues of JP¥1.15t and earnings per share (EPS) of JP¥46.71 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.

There were no changes to revenue or earnings estimates or the price target of JP¥644, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Konica Minolta, with the most bullish analyst valuing it at JP¥835 and the most bearish at JP¥300 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 2.8% by the end of 2026. This indicates a significant reduction from annual growth of 6.3% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 2.4% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Konica Minolta is expected to lag the wider 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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Konica Minolta's revenue is expected to 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.

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. At Simply Wall St, we have a full range of analyst estimates for Konica Minolta going out to 2027, and you can see them free on our platform here..

Even so, be aware that Konica Minolta is showing 1 warning sign in our investment analysis , 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.