<p><strong>SUMCO Corporation</strong>（东京证券交易所代码：3436）正面临一个艰难的时期，因其一周前发布的第三季度业绩令人失望，这可能会显著影响市场对该股票的看法。整体结果相当负面，营收为 990 亿日元，低于分析师预测的 3.8%。更糟的是，公司报告每股法定亏损 11.66 日元，远超分析师在结果公布前的预期。盈利报告对投资者来说至关重要，因为他们可以跟踪公司的表现，查看分析师对明年的预测，并观察对公司的情绪是否发生变化。我们认为读者会发现分析师最新的（法定）盈利后预测很有趣。</p>
<p>特朗普承诺要 “释放” 美国的石油和天然气，这 15 只美国股票的发展有望受益。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/22516216-earnings-and-revenue-growth-1-dark-2/1763070455841?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/22516216-earnings-and-revenue-growth-1-dark-2/1763070455841"/></p>
<p>东京证券交易所：3436 盈利与收入增长 2025 年 11 月 13 日</p>
<p>在最新结果发布后，覆盖 SUMCO 的 16 位分析师现在预测 2026 年的营收为 4433 亿日元。如果实现，这将比过去 12 个月的营收增长 9.6%。预计公司在 2026 年将报告每股法定亏损 5.85 日元，较去年盈利大幅下降。在这份最新报告之前，市场共识预计营收为 4440 亿日元，每股亏损 5.75 日元。</p>
<p>查看我们对 SUMCO 的最新分析</p>
<p>因此，市场共识价格目标没有重大变化，仍为 1535 日元，这意味着尽管持续亏损，公司的交易大致符合预期。然而，专注于单一价格目标可能是不明智的，因为共识目标实际上是分析师价格目标的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在分歧意见。最乐观的 SUMCO 分析师的价格目标为每股 2100 日元，而最悲观的则为 950 日元。请注意分析师价格目标之间的巨大差距？这意味着我们认为潜在业务的可能情景范围相当广泛。</p>
<p>当然，另一种看待这些预测的方法是将其与行业本身进行对比。我们可以从最新的估计中推断出，预测预计 SUMCO 将继续其历史趋势，因为到 2026 年底的年化营收增长率为 7.6%，大致与过去五年的 6.7% 年增长率相符。与我们的数据对比，行业内其他公司（有分析师覆盖）的营收预计将每年增长 7.9%。因此，尽管预计 SUMCO 将保持其营收增长率，但其增长速度仅与更广泛的行业相当。</p>
<h2>结论</h2>
<p>最明显的结论是，分析师对明年的亏损预测没有做出任何更改。他们还重新确认了营收预期，预计公司将以与更广泛行业相似的速度增长。共识价格目标保持在 1535 日元，最新的估计不足以对其价格目标产生影响。</p>
<p>话虽如此，公司的盈利长期轨迹远比明年更为重要。我们有来自多位 SUMCO 分析师的预测，覆盖到 2027 年，您可以在我们的平台上免费查看。</p>
<p>请不要忘记，仍然可能存在风险。例如，我们已识别出 <strong>SUMCO 的 3 个警告信号</strong>（其中 1 个让我们有些不安），您应该注意。</p>

3436

<p>SUMCO 公司（东京证券交易所代码：3436）公布了令人失望的第三季度业绩，收入比分析师预测低了 3.8%，且法定亏损超出预期。分析师预计 2026 年收入增长为 9.6%，但仍预期会持续亏损。共识价格目标维持在 1,535 日元，分析师的价格目标范围较广，显示出不确定性。SUMCO 的收入增长预计将与行业平均水平相符。分析师对明年的预测没有做出任何调整</p>

<p>It's shaping up to be a tough period for <strong>Sumco Corporation</strong> (TSE:3436), which a week ago released some disappointing third-quarter results that could have a notable impact on how the market views the stock. It was a pretty negative result overall, with revenues of JP¥99b missing analyst predictions by 3.8%. Worse, the business reported a statutory loss of JP¥11.66 per share, much larger than the analysts had forecast prior to the result. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.</p>
<div class="lb-trans"><p><strong>SUMCO Corporation</strong>（东京证券交易所代码：3436）正面临一个艰难的时期，因其一周前发布的第三季度业绩令人失望，这可能会显著影响市场对该股票的看法。整体结果相当负面，营收为 990 亿日元，低于分析师预测的 3.8%。更糟的是，公司报告每股法定亏损 11.66 日元，远超分析师在结果公布前的预期。盈利报告对投资者来说至关重要，因为他们可以跟踪公司的表现，查看分析师对明年的预测，并观察对公司的情绪是否发生变化。我们认为读者会发现分析师最新的（法定）盈利后预测很有趣。</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 只美国股票的发展有望受益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/22516216-earnings-and-revenue-growth-1-dark-2/1763070455841" alt="" original-src="https://images.simplywall.st/asset/chart/22516216-earnings-and-revenue-growth-1-dark-2/1763070455841"/></p>
<p>TSE:3436 Earnings and Revenue Growth November 13th 2025</p>
<div class="lb-trans"><p>东京证券交易所：3436 盈利与收入增长 2025 年 11 月 13 日</p>
</div><p>After the latest results, the 16 analysts covering Sumco are now predicting revenues of JP¥443.3b in 2026. If met, this would reflect a solid 9.6% improvement in revenue compared to the last 12 months. The company is forecast to report a statutory loss of JP¥5.85 in 2026, a sharp decline from a profit over the last year. Before this latest report, the consensus had been expecting revenues of JP¥444.0b and JP¥5.75 per share in losses.</p>
<div class="lb-trans"><p>在最新结果发布后，覆盖 SUMCO 的 16 位分析师现在预测 2026 年的营收为 4433 亿日元。如果实现，这将比过去 12 个月的营收增长 9.6%。预计公司在 2026 年将报告每股法定亏损 5.85 日元，较去年盈利大幅下降。在这份最新报告之前，市场共识预计营收为 4440 亿日元，每股亏损 5.75 日元。</p>
</div><p>View our latest analysis for Sumco</p>
<div class="lb-trans"><p>查看我们对 SUMCO 的最新分析</p>
</div><p>As a result there was no major change to the consensus price target of JP¥1,535, implying that the business is trading roughly in line with expectations despite ongoing losses. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Sumco analyst has a price target of JP¥2,100 per share, while the most pessimistic values it at JP¥950. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.</p>
<div class="lb-trans"><p>因此，市场共识价格目标没有重大变化，仍为 1535 日元，这意味着尽管持续亏损，公司的交易大致符合预期。然而，专注于单一价格目标可能是不明智的，因为共识目标实际上是分析师价格目标的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在分歧意见。最乐观的 SUMCO 分析师的价格目标为每股 2100 日元，而最悲观的则为 950 日元。请注意分析师价格目标之间的巨大差距？这意味着我们认为潜在业务的可能情景范围相当广泛。</p>
</div><p>Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of Sumco'shistorical trends, as the 7.6% annualised revenue growth to the end of 2026 is roughly in line with the 6.7% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 7.9% per year. So although Sumco is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.</p>
<div class="lb-trans"><p>当然，另一种看待这些预测的方法是将其与行业本身进行对比。我们可以从最新的估计中推断出，预测预计 SUMCO 将继续其历史趋势，因为到 2026 年底的年化营收增长率为 7.6%，大致与过去五年的 6.7% 年增长率相符。与我们的数据对比，行业内其他公司（有分析师覆盖）的营收预计将每年增长 7.9%。因此，尽管预计 SUMCO 将保持其营收增长率，但其增长速度仅与更广泛的行业相当。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at JP¥1,535, with the latest estimates not enough to have an impact on their price targets.</p>
<div class="lb-trans"><p>最明显的结论是，分析师对明年的亏损预测没有做出任何更改。他们还重新确认了营收预期，预计公司将以与更广泛行业相似的速度增长。共识价格目标保持在 1535 日元，最新的估计不足以对其价格目标产生影响。</p>
</div><p>With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Sumco analysts - going out to 2027, and you can see them free on our platform here.</p>
<div class="lb-trans"><p>话虽如此，公司的盈利长期轨迹远比明年更为重要。我们有来自多位 SUMCO 分析师的预测，覆盖到 2027 年，您可以在我们的平台上免费查看。</p>
</div><p>Don't forget that there may still be risks. For instance, we've identified <strong>3 warning signs for Sumco</strong> (1 makes us a bit uncomfortable) you should be aware of.</p>
<div class="lb-trans"><p>请不要忘记，仍然可能存在风险。例如，我们已识别出 <strong>SUMCO 的 3 个警告信号</strong>（其中 1 个让我们有些不安），您应该注意。</p>
</div>

SUMCO 公司（TSE:3436）第三季度业绩刚刚公布：分析师对明年的预测如下