Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) Just Released Its Annual Earnings: Here's What Analysts Think

Shareholders might have noticed that Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) filed its full-year result this time last week. The early response was not positive, with shares down 2.0% to Mex$55.13 in the past week. It was an okay result overall, with revenues coming in at Mex$408b, roughly what the analysts had been expecting. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Grupo Bimbo. de after the latest results.

See our latest analysis for Grupo Bimbo. de

Taking into account the latest results, the current consensus from Grupo Bimbo. de's eight analysts is for revenues of Mex$440.9b in 2025. This would reflect a credible 8.0% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to bounce 23% to Mex$3.61. Before this earnings report, the analysts had been forecasting revenues of Mex$439.6b and earnings per share (EPS) of Mex$3.76 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

The consensus price target held steady at Mex$70.20, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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 Grupo Bimbo. de, with the most bullish analyst valuing it at Mex$96.00 and the most bearish at Mex$50.00 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.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Grupo Bimbo. de'shistorical trends, as the 8.0% annualised revenue growth to the end of 2025 is roughly in line with the 6.9% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 6.1% per year. So although Grupo Bimbo. de is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at Mex$70.20, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Grupo Bimbo. de. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Grupo Bimbo. de analysts - going out to 2027, and you can see them free on our platform here.

Plus, you should also learn about the 1 warning sign we've spotted with Grupo Bimbo. de .

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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.