Birkenstock Holding plc Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next

Investors in Birkenstock Holding plc (NYSE:BIRK) had a good week, as its shares rose 7.8% to close at US$56.69 following the release of its second-quarter results. The result was positive overall - although revenues of €574m were in line with what the analysts predicted, Birkenstock Holding surprised by delivering a statutory profit of €0.56 per share, modestly greater than expected. 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. 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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Following the latest results, Birkenstock Holding's 22 analysts are now forecasting revenues of €2.11b in 2025. This would be a solid 8.0% improvement in revenue compared to the last 12 months. Per-share earnings are expected to shoot up 24% to €1.66. In the lead-up to this report, the analysts had been modelling revenues of €2.12b and earnings per share (EPS) of €1.68 in 2025. 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 Birkenstock Holding

The analysts reconfirmed their price target of US$69.44, showing that the business is executing well and in line with expectations. 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. The most optimistic Birkenstock Holding analyst has a price target of US$80.74 per share, while the most pessimistic values it at US$56.36. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 17% growth on an annualised basis. That is in line with its 20% annual growth over the past year. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.5% per year. So although Birkenstock Holding 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 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, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$69.44, 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 Birkenstock Holding analysts - going out to 2027, and you can see them free on our platform here.

It might also be worth considering whether Birkenstock Holding's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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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.