Loomis AB (publ) Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Loomis AB (publ) (STO:LOOMIS) filed its third-quarter result this time last week. The early response was not positive, with shares down 5.3% to kr363 in the past week. Revenues of kr7.6b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at kr7.77, missing estimates by 6.4%. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Taking into account the latest results, the current consensus from Loomis' three analysts is for revenues of kr31.5b in 2026. This would reflect a satisfactory 2.9% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to surge 38% to kr36.80. Yet prior to the latest earnings, the analysts had been anticipated revenues of kr31.5b and earnings per share (EPS) of kr37.10 in 2026. 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.

See our latest analysis for Loomis

It will come as no surprise then, to learn that the consensus price target is largely unchanged at kr473. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Loomis, with the most bullish analyst valuing it at kr525 and the most bearish at kr433 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Loomis' past performance and to peers in the same industry. We would highlight that Loomis' revenue growth is expected to slow, with the forecast 2.3% annualised growth rate until the end of 2026 being well below the historical 12% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 1.6% annually. Even after the forecast slowdown in growth, it seems obvious that Loomis is also expected 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. The consensus price target held steady at kr473, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Loomis analysts - going out to 2027, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 1 warning sign for Loomis that you need to be mindful 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.