<p><strong>富乐德公司</strong> (TSE:6890) 的股东们可能感到有些失望，因为在最新的半年财报发布后一周，其股价下跌了 3.3%，至 JP¥4,600。JP¥1410 亿的收入显著超出预期 28%，而法定收益 JP¥334 则与分析师的预测一致。在结果公布后，分析师们更新了他们的收益模型，了解他们是否认为公司的前景发生了重大变化，或者业务是否如常进行将是很有意义的。因此，我们收集了最新的财报后法定共识估计，以了解明年可能会发生什么。</p>
<p>特朗普承诺要&#34;释放&#34;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/779527-earnings-and-revenue-growth-1-dark-2/1763504654095?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/779527-earnings-and-revenue-growth-1-dark-2/1763504654095"/></p>
<p>TSE:6890 收益和收入增长 2025 年 11 月 18 日</p>
<p>考虑到最新的结果，来自四位分析师对富乐德的最新共识是 2026 年收入为 JP¥287.3 亿。如果实现，这将意味着过去 12 个月收入的温和增长 2.5%。法定每股收益预计将飙升 37%，达到 JP¥375。在这份财报发布之前，分析师们预测 2026 年的收入为 JP¥286.7 亿，每股收益（EPS）为 JP¥383。因此，看起来在最近的结果后，整体情绪略有下降——收入预估没有重大变化，但分析师们确实对每股收益的预测略有下调。</p>
<p>查看我们对富乐德的最新分析</p>
<p>尽管分析师们已修订了明年的收益预测，但他们也将共识价格目标上调了 9.3%，至 JP¥5,100，这表明修订后的估计并不意味着该业务的长期前景较弱。然而，我们从这些数据中可以得出的不仅仅是这个结论，因为一些投资者在评估分析师的价格目标时也喜欢考虑估计值的差异。最乐观的富乐德分析师给出的每股价格目标为 JP¥5,300，而最悲观的则为 JP¥4,900。鉴于估值范围如此狭窄，分析师们显然对他们认为该业务的价值持相似看法。</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。显然，市场预期富乐德的收入增长将大幅放缓，预计到 2026 年底的收入年化增长率为 5.1%。相比之下，过去五年的历史增长率为 24%。作为比较，该行业内其他有分析师覆盖的公司预计年收入增长率为 8.5%。考虑到增长放缓的预测，显然富乐德的增长也预计将低于其他行业参与者。</p>
<h2>结论</h2>
<p>最大的担忧是分析师们下调了每股收益的预测，这表明富乐德可能面临业务逆风。幸运的是，分析师们也重新确认了他们的收入预测，表明其与预期一致。尽管我们的数据确实表明富乐德的收入预计将表现不及更广泛的行业。我们注意到价格目标的上调，表明分析师们认为该业务的内在价值可能会随着时间的推移而改善。</p>
<p>话虽如此，公司的长期收益轨迹远比明年的表现重要。我们有来自多位富乐德分析师的预测，直到 2028 年，您可以在我们的平台上免费查看这些预测。</p>
<p>您仍然需要注意风险，例如——富乐德有 <strong>2 个警告信号</strong> 我们认为您应该了解。</p>

富乐德

<p>Ferrotec 公司超出了 28% 的收入预测，但分析师略微下调了 2026 年的每股收益预期。尽管如此，市场共识目标价已上调 9.3%，达到 5,100 日元，显示出对公司长期价值的信心。预计收入增长将比行业同行放缓，预测年增长率为 5.1%，而行业平均为 8.5%。分析师指出可能存在商业阻力，但仍对收入保持积极预期</p>

<p><strong>Ferrotec Corporation</strong> (TSE:6890) shareholders are probably feeling a little disappointed, since its shares fell 3.3% to JP¥4,600 in the week after its latest half-yearly results. Revenue of JP¥141b came in a notable 28% ahead of expectations, while statutory earnings of JP¥334 were in line with what the analysts had been forecasting. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.</p>
<div class="lb-trans"><p><strong>富乐德公司</strong> (TSE:6890) 的股东们可能感到有些失望，因为在最新的半年财报发布后一周，其股价下跌了 3.3%，至 JP¥4,600。JP¥1410 亿的收入显著超出预期 28%，而法定收益 JP¥334 则与分析师的预测一致。在结果公布后，分析师们更新了他们的收益模型，了解他们是否认为公司的前景发生了重大变化，或者业务是否如常进行将是很有意义的。因此，我们收集了最新的财报后法定共识估计，以了解明年可能会发生什么。</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&#34;释放&#34;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/779527-earnings-and-revenue-growth-1-dark-2/1763504654095" alt="" original-src="https://images.simplywall.st/asset/chart/779527-earnings-and-revenue-growth-1-dark-2/1763504654095"/></p>
<p>TSE:6890 Earnings and Revenue Growth November 18th 2025</p>
<div class="lb-trans"><p>TSE:6890 收益和收入增长 2025 年 11 月 18 日</p>
</div><p>Taking into account the latest results, the most recent consensus for Ferrotec from four analysts is for revenues of JP¥287.3b in 2026. If met, it would imply a modest 2.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 37% to JP¥375. Before this earnings report, the analysts had been forecasting revenues of JP¥286.7b and earnings per share (EPS) of JP¥383 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.</p>
<div class="lb-trans"><p>考虑到最新的结果，来自四位分析师对富乐德的最新共识是 2026 年收入为 JP¥287.3 亿。如果实现，这将意味着过去 12 个月收入的温和增长 2.5%。法定每股收益预计将飙升 37%，达到 JP¥375。在这份财报发布之前，分析师们预测 2026 年的收入为 JP¥286.7 亿，每股收益（EPS）为 JP¥383。因此，看起来在最近的结果后，整体情绪略有下降——收入预估没有重大变化，但分析师们确实对每股收益的预测略有下调。</p>
</div><p>Check out our latest analysis for Ferrotec</p>
<div class="lb-trans"><p>查看我们对富乐德的最新分析</p>
</div><p>Althoughthe analysts have revised their earnings forecasts for next year, they've also lifted the consensus price target 9.3% to JP¥5,100, suggesting the revised estimates are not indicative of a weaker long-term future for the business. 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. The most optimistic Ferrotec analyst has a price target of JP¥5,300 per share, while the most pessimistic values it at JP¥4,900. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.</p>
<div class="lb-trans"><p>尽管分析师们已修订了明年的收益预测，但他们也将共识价格目标上调了 9.3%，至 JP¥5,100，这表明修订后的估计并不意味着该业务的长期前景较弱。然而，我们从这些数据中可以得出的不仅仅是这个结论，因为一些投资者在评估分析师的价格目标时也喜欢考虑估计值的差异。最乐观的富乐德分析师给出的每股价格目标为 JP¥5,300，而最悲观的则为 JP¥4,900。鉴于估值范围如此狭窄，分析师们显然对他们认为该业务的价值持相似看法。</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. It's pretty clear that there is an expectation that Ferrotec's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 5.1% growth on an annualised basis. This is compared to a historical growth rate of 24% 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 8.5% per year. Factoring in the forecast slowdown in growth, it seems obvious that Ferrotec is also expected to grow slower than other industry participants.</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。显然，市场预期富乐德的收入增长将大幅放缓，预计到 2026 年底的收入年化增长率为 5.1%。相比之下，过去五年的历史增长率为 24%。作为比较，该行业内其他有分析师覆盖的公司预计年收入增长率为 8.5%。考虑到增长放缓的预测，显然富乐德的增长也预计将低于其他行业参与者。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Ferrotec. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Ferrotec's revenue is expected to perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.</p>
<div class="lb-trans"><p>最大的担忧是分析师们下调了每股收益的预测，这表明富乐德可能面临业务逆风。幸运的是，分析师们也重新确认了他们的收入预测，表明其与预期一致。尽管我们的数据确实表明富乐德的收入预计将表现不及更广泛的行业。我们注意到价格目标的上调，表明分析师们认为该业务的内在价值可能会随着时间的推移而改善。</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 Ferrotec analysts - going out to 2028, and you can see them free on our platform here.</p>
<div class="lb-trans"><p>话虽如此，公司的长期收益轨迹远比明年的表现重要。我们有来自多位富乐德分析师的预测，直到 2028 年，您可以在我们的平台上免费查看这些预测。</p>
</div><p>You still need to take note of risks, for example - Ferrotec has <strong>2 warning signs</strong> we think you should be aware of.</p>
<div class="lb-trans"><p>您仍然需要注意风险，例如——富乐德有 <strong>2 个警告信号</strong> 我们认为您应该了解。</p>
</div>

富乐德公司收入超出预期 28%：分析师接下来的预测是什么