It's been a good week for Sulzer AG (VTX:SUN) shareholders, because the company has just released its latest half-year results, and the shares gained 2.8% to CHF143. Results were roughly in line with estimates, with revenues of CHF1.7b and statutory earnings per share of CHF8.57. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
After the latest results, the six analysts covering Sulzer are now predicting revenues of CHF3.62b in 2026. If met, this would reflect an okay 3.8% improvement in revenue compared to the last 12 months. Per-share earnings are expected to rise 5.6% to CHF9.45. In the lead-up to this report, the analysts had been modelling revenues of CHF3.59b and earnings per share (EPS) of CHF9.48 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.
Check out our latest analysis for Sulzer
The analysts reconfirmed their price target of CHF185, showing that the business is executing well and in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Sulzer, with the most bullish analyst valuing it at CHF210 and the most bearish at CHF130 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
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. The analysts are definitely expecting Sulzer's growth to accelerate, with the forecast 7.8% annualised growth to the end of 2026 ranking favourably alongside historical growth of 3.6% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 7.9% per year. Sulzer is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.
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. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as 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 Sulzer. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Sulzer going out to 2028, and you can see them free on our platform here..
It might also be worth considering whether Sulzer'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.