Nippon Express Holdings, Inc. Just Missed EPS By 57%: Here's What Analysts Think Will Happen Next

It's been a good week for Nippon Express Holdings, Inc. (TSE:9147) shareholders, because the company has just released its latest quarterly results, and the shares gained 7.8% to JP¥4,710. It looks like a pretty bad result, all things considered. Although revenues of JP¥652b were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 57% to hit JP¥18.84 per share. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.TSE:9147 Earnings and Revenue Growth May 15th 2026 Taking into account the latest results, the most recent consensus for Nippon Express Holdings from nine analysts is for revenues of JP¥2.68t in 2026. If met, it would imply an okay 3.8% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 848% to JP¥238. In the lead-up to this report, the analysts had been modelling revenues of JP¥2.68t and earnings per share (EPS) of JP¥232 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates. View our latest analysis for Nippon Express Holdings The consensus price target was unchanged at JP¥3,995, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Nippon Express Holdings, with the most bullish analyst valuing it at JP¥5,200 and the most bearish at JP¥3,210 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. The analysts are definitely expecting Nippon Express Holdings' growth to accelerate, with the forecast 5.1% annualised growth to the end of 2026 ranking favourably alongside historical growth of 3.6% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 3.5% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Nippon Express Holdings to grow faster than the wider industry. The Bottom Line The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Nippon Express Holdings' earnings potential next year. 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. 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 Nippon Express Holdings. 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 Nippon Express Holdings going out to 2028, and you can see them free on our platform here.. You still need to take note of risks, for example - Nippon Express Holdings has 3 warning signs we think you should be aware of. Valuation is complex, but we're here to simplify it.Discover if Nippon Express Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free Analysis