As you might know, FUJIFILM Holdings Corporation (TSE:4901) just kicked off its latest interim results with some very strong numbers. The company beat expectations with revenues of JP¥1.7t arriving 2.1% ahead of forecasts. Statutory earnings per share (EPS) were JP¥87.94, 6.3% ahead of estimates. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Taking into account the latest results, FUJIFILM Holdings' 13 analysts currently expect revenues in 2027 to be JP¥3.53t, approximately in line with the last 12 months. Per-share earnings are expected to accumulate 6.3% to JP¥233. In the lead-up to this report, the analysts had been modelling revenues of JP¥3.55t and earnings per share (EPS) of JP¥235 in 2027. 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 FUJIFILM Holdings
The analysts reconfirmed their price target of JP¥4,005, 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. There are some variant perceptions on FUJIFILM Holdings, with the most bullish analyst valuing it at JP¥5,000 and the most bearish at JP¥3,200 per share. 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.
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. It's pretty clear that there is an expectation that FUJIFILM Holdings' revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 1.9% growth on an annualised basis. This is compared to a historical growth rate of 6.9% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 3.1% per year. Factoring in the forecast slowdown in growth, it seems obvious that FUJIFILM Holdings is also expected to grow slower than other industry participants.
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, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that FUJIFILM Holdings' revenue is expected to perform worse 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 said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for FUJIFILM Holdings going out to 2029, and you can see them free on our platform here..
Even so, be aware that FUJIFILM Holdings is showing 1 warning sign in our investment analysis , you should know about...
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