<p>对于 <strong>西部控股公司</strong>（TSE:1407）来说，这一周是悲伤的，他们的投资在公司发布第三季度业绩后下跌了 19%，目前为 JP¥1,403。西部控股报告了严重的业绩不及预期，收入为 JP¥71 亿，远低于分析师预期的 54%。好的一面是，法定每股收益为 JP¥167，符合预期。这对投资者来说是一个重要的时刻，因为他们可以在报告中跟踪公司的表现，查看专家对明年的预测，并观察对业务预期是否有任何变化。因此，我们收集了最新的财报后预测，以了解预计明年会发生什么。</p>
<p>特朗普承诺要 “释放” 美国的石油和天然气，这 15 只美国股票的发展将受益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/25873509-earnings-and-revenue-growth-1-dark-2/1752877579273?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/25873509-earnings-and-revenue-growth-1-dark-2/1752877579273"/></p>
<p>TSE:1407 收益和收入增长 2025 年 7 月 18 日</p>
<p>考虑到最新的业绩，西部控股的四位分析师目前的共识是，2026 年的收入为 JP¥609 亿。这将反映出过去 12 个月收入的 43% 的显著增长。法定每股收益预计将跃升 66%，达到 JP¥206。然而，在最新业绩发布之前，分析师们曾预计 2026 年的收入为 JP¥654 亿，每股收益（EPS）为 JP¥243。分析师们在最近的业绩后似乎不那么乐观，降低了他们的收入预测，并对每股收益进行了实质性下调。</p>
<p>请查看我们对西部控股的最新分析</p>
<p>因此，分析师们将他们的目标价下调了 10%，至 JP¥3,360，这并不令人惊讶。不过，考虑目标价的另一种方式是查看分析师提出的目标价范围，因为广泛的估计范围可能表明对业务可能结果的不同看法。对于西部控股，存在一些不同的看法，最乐观的分析师将其估值为 JP¥5,000，而最悲观的分析师则为每股 JP¥2,410。这是一个相当广泛的估计范围，表明分析师们对业务的可能结果有着广泛的预测。</p>
<p>现在从更大的角度来看，我们可以通过将这些预测与过去的表现和行业增长预期进行比较来理解这些预测。例如，我们注意到西部控股的增长率预计将显著加快，预计到 2026 年底收入将以年化方式增长 33%。这远高于过去五年每年 8.8% 的历史下降。与分析师对更广泛行业的预期相比，行业收入预计将以每年 2.5% 的速度增长。因此，看起来西部控股预计将比其竞争对手增长更快，至少在一段时间内是这样。</p>
<h2>结论</h2>
<p>最重要的是，分析师们下调了他们的每股收益预测，显示出在这些结果发布后情绪明显下降。他们还下调了西部控股的收入预测，但行业数据表明，西部控股预计将比更广泛的行业增长更快。共识目标价显著下降，分析师们似乎对最新的业绩没有感到安慰，导致对西部控股未来估值的下调。</p>
<p>在此基础上，我们认为业务的长期前景远比明年的收益更为重要。我们对西部控股的预测延续到 2027 年，您可以在我们的平台上免费查看。</p>
<p>在您采取下一步之前，您应该了解我们发现的 <strong>西部控股的 3 个警告信号</strong>（1 个不能忽视！）</p>

1407

<p>西部控股公司（TSE:1407）报告的收入低于预期 54%，盈利为 71 亿日元，导致股价下跌 19%，至 1,403 日元。分析师已修订其预测，预计 2026 年收入为 609 亿日元（增长 43%）和每股收益为 206 日元（增长 66%），低于之前的估计。目标价已下调 10%，至 3,360 日元，反映出乐观情绪的减弱。尽管评级下调，西部控股预计将以高于行业平均水平的速度增长，预计到 2026 年年均收入增长为 33%</p>

<p>It's been a sad week for <strong>West Holdings Corporation</strong> (TSE:1407), who've watched their investment drop 19% to JP¥1,403 in the week since the company reported its third-quarter result. West Holdings reported a serious miss, with revenue of JP¥7.1b falling a huge 54% short of analyst estimates. The bright side is that statutory earnings per share of JP¥167 were in line with forecasts. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.</p>
<div class="lb-trans"><p>对于 <strong>西部控股公司</strong>（TSE:1407）来说，这一周是悲伤的，他们的投资在公司发布第三季度业绩后下跌了 19%，目前为 JP¥1,403。西部控股报告了严重的业绩不及预期，收入为 JP¥71 亿，远低于分析师预期的 54%。好的一面是，法定每股收益为 JP¥167，符合预期。这对投资者来说是一个重要的时刻，因为他们可以在报告中跟踪公司的表现，查看专家对明年的预测，并观察对业务预期是否有任何变化。因此，我们收集了最新的财报后预测，以了解预计明年会发生什么。</p>
</div><p>Trump has pledged to &#34;unleash&#34; American oil and gas and these 15 US stocks have developments that are poised to benefit.</p>
<div class="lb-trans"><p>特朗普承诺要 “释放” 美国的石油和天然气，这 15 只美国股票的发展将受益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/25873509-earnings-and-revenue-growth-1-dark-2/1752877579273" alt="" original-src="https://images.simplywall.st/asset/chart/25873509-earnings-and-revenue-growth-1-dark-2/1752877579273"/></p>
<p>TSE:1407 Earnings and Revenue Growth July 18th 2025</p>
<div class="lb-trans"><p>TSE:1407 收益和收入增长 2025 年 7 月 18 日</p>
</div><p>Taking into account the latest results, the current consensus from West Holdings' four analysts is for revenues of JP¥60.9b in 2026. This would reflect a substantial 43% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 66% to JP¥206. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥65.4b and earnings per share (EPS) of JP¥243 in 2026. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a real cut to earnings per share numbers.</p>
<div class="lb-trans"><p>考虑到最新的业绩，西部控股的四位分析师目前的共识是，2026 年的收入为 JP¥609 亿。这将反映出过去 12 个月收入的 43% 的显著增长。法定每股收益预计将跃升 66%，达到 JP¥206。然而，在最新业绩发布之前，分析师们曾预计 2026 年的收入为 JP¥654 亿，每股收益（EPS）为 JP¥243。分析师们在最近的业绩后似乎不那么乐观，降低了他们的收入预测，并对每股收益进行了实质性下调。</p>
</div><p>See our latest analysis for West Holdings</p>
<div class="lb-trans"><p>请查看我们对西部控股的最新分析</p>
</div><p>It'll come as no surprise then, to learn that the analysts have cut their price target 10% to JP¥3,360. 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 West Holdings, with the most bullish analyst valuing it at JP¥5,000 and the most bearish at JP¥2,410 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.</p>
<div class="lb-trans"><p>因此，分析师们将他们的目标价下调了 10%，至 JP¥3,360，这并不令人惊讶。不过，考虑目标价的另一种方式是查看分析师提出的目标价范围，因为广泛的估计范围可能表明对业务可能结果的不同看法。对于西部控股，存在一些不同的看法，最乐观的分析师将其估值为 JP¥5,000，而最悲观的分析师则为每股 JP¥2,410。这是一个相当广泛的估计范围，表明分析师们对业务的可能结果有着广泛的预测。</p>
</div><p>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. For example, we noticed that West Holdings' rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 33% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 8.8% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 2.5% annually. So it looks like West Holdings is expected to grow faster than its competitors, at least for a while.</p>
<div class="lb-trans"><p>现在从更大的角度来看，我们可以通过将这些预测与过去的表现和行业增长预期进行比较来理解这些预测。例如，我们注意到西部控股的增长率预计将显著加快，预计到 2026 年底收入将以年化方式增长 33%。这远高于过去五年每年 8.8% 的历史下降。与分析师对更广泛行业的预期相比，行业收入预计将以每年 2.5% 的速度增长。因此，看起来西部控股预计将比其竞争对手增长更快，至少在一段时间内是这样。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. They also downgraded West Holdings' revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of West Holdings' future valuation.</p>
<div class="lb-trans"><p>最重要的是，分析师们下调了他们的每股收益预测，显示出在这些结果发布后情绪明显下降。他们还下调了西部控股的收入预测，但行业数据表明，西部控股预计将比更广泛的行业增长更快。共识目标价显著下降，分析师们似乎对最新的业绩没有感到安慰，导致对西部控股未来估值的下调。</p>
</div><p>Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for West Holdings going out to 2027, and you can see them free on our platform here.</p>
<div class="lb-trans"><p>在此基础上，我们认为业务的长期前景远比明年的收益更为重要。我们对西部控股的预测延续到 2027 年，您可以在我们的平台上免费查看。</p>
</div><p>Before you take the next step you should know about the <strong>3 warning signs for West Holdings</strong> (1 can't be ignored!) that we have uncovered.</p>
<div class="lb-trans"><p>在您采取下一步之前，您应该了解我们发现的 <strong>西部控股的 3 个警告信号</strong>（1 个不能忽视！）</p>
</div>

西控股公司收入低于预期 54%：分析师正在重新调整他们的模型