Seino Holdings Co., Ltd. Just Missed EPS By 6.1%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Seino Holdings Co., Ltd. (TSE:9076) filed its third-quarter result this time last week. The early response was not positive, with shares down 4.2% to JP¥2,275 in the past week. Seino Holdings beat revenue expectations by 3.1%, at JP¥210b. Statutory earnings per share (EPS) came in at JP¥46.09, some 6.1% short of analyst estimates. 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.

See our latest analysis for Seino Holdings

Taking into account the latest results, the consensus forecast from Seino Holdings' six analysts is for revenues of JP¥814.5b in 2026. This reflects a solid 17% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 73% to JP¥160. In the lead-up to this report, the analysts had been modelling revenues of JP¥816.6b and earnings per share (EPS) of JP¥160 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.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥2,637. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Seino Holdings at JP¥2,900 per share, while the most bearish prices it at JP¥2,370. This is a very narrow spread of estimates, implying either that Seino Holdings is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

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. The analysts are definitely expecting Seino Holdings' growth to accelerate, with the forecast 13% annualised growth to the end of 2026 ranking favourably alongside historical growth of 2.1% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 2.6% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Seino Holdings to grow faster than 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. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster 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 Seino Holdings. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Seino Holdings analysts - going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - Seino Holdings has 1 warning sign we think 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.