<p>對於 <strong>西部控股公司</strong>（TSE:1407）來説，這一週是悲傷的，他們的投資在公司發佈第三季度業績後下跌了 19%，目前為 JP¥1,403。西部控股報告了嚴重的業績不及預期，收入為 JP¥71 億，遠低於分析師預期的 54%。好的一面是，法定每股收益為 JP¥167，符合預期。這對投資者來説是一個重要的時刻，因為他們可以在報告中跟蹤公司的表現，查看專家對明年的預測，並觀察對業務預期是否有任何變化。因此，我們收集了最新的財報後預測，以瞭解預計明年會發生什麼。</p>
<p>特朗普承諾要 “釋放” 美國的石油和天然氣，這 15 只美國股票的發展將受益。</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 收益和收入增長 2025 年 7 月 18 日</p>
<p>考慮到最新的業績，西部控股的四位分析師目前的共識是，2026 年的收入為 JP¥609 億。這將反映出過去 12 個月收入的 43% 的顯著增長。法定每股收益預計將躍升 66%，達到 JP¥206。然而，在最新業績發佈之前，分析師們曾預計 2026 年的收入為 JP¥654 億，每股收益（EPS）為 JP¥243。分析師們在最近的業績後似乎不那麼樂觀，降低了他們的收入預測，並對每股收益進行了實質性下調。</p>
<p>請查看我們對西部控股的最新分析</p>
<p>因此，分析師們將他們的目標價下調了 10%，至 JP¥3,360，這並不令人驚訝。不過，考慮目標價的另一種方式是查看分析師提出的目標價範圍，因為廣泛的估計範圍可能表明對業務可能結果的不同看法。對於西部控股，存在一些不同的看法，最樂觀的分析師將其估值為 JP¥5,000，而最悲觀的分析師則為每股 JP¥2,410。這是一個相當廣泛的估計範圍，表明分析師們對業務的可能結果有着廣泛的預測。</p>
<p>現在從更大的角度來看，我們可以通過將這些預測與過去的表現和行業增長預期進行比較來理解這些預測。例如，我們注意到西部控股的增長率預計將顯著加快，預計到 2026 年底收入將以年化方式增長 33%。這遠高於過去五年每年 8.8% 的歷史下降。與分析師對更廣泛行業的預期相比，行業收入預計將以每年 2.5% 的速度增長。因此，看起來西部控股預計將比其競爭對手增長更快，至少在一段時間內是這樣。</p>
<h2>結論</h2>
<p>最重要的是，分析師們下調了他們的每股收益預測，顯示出在這些結果發佈後情緒明顯下降。他們還下調了西部控股的收入預測，但行業數據表明，西部控股預計將比更廣泛的行業增長更快。共識目標價顯著下降，分析師們似乎對最新的業績沒有感到安慰，導致對西部控股未來估值的下調。</p>
<p>在此基礎上，我們認為業務的長期前景遠比明年的收益更為重要。我們對西部控股的預測延續到 2027 年，您可以在我們的平台上免費查看。</p>
<p>在您採取下一步之前，您應該瞭解我們發現的 <strong>西部控股的 3 個警告信號</strong>（1 個不能忽視！）</p>

1407

<p>西部控股公司（TSE:1407）報告的收入低於預期 54%，盈利為 71 億日元，導致股價下跌 19%，至 1,403 日元。分析師已修訂其預測，預計 2026 年收入為 609 億日元（增長 43%）和每股收益為 206 日元（增長 66%），低於之前的估計。目標價已下調 10%，至 3,360 日元，反映出樂觀情緒的減弱。儘管評級下調，西部控股預計將以高於行業平均水平的速度增長，預計到 2026 年年均收入增長為 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>對於 <strong>西部控股公司</strong>（TSE:1407）來説，這一週是悲傷的，他們的投資在公司發佈第三季度業績後下跌了 19%，目前為 JP¥1,403。西部控股報告了嚴重的業績不及預期，收入為 JP¥71 億，遠低於分析師預期的 54%。好的一面是，法定每股收益為 JP¥167，符合預期。這對投資者來説是一個重要的時刻，因為他們可以在報告中跟蹤公司的表現，查看專家對明年的預測，並觀察對業務預期是否有任何變化。因此，我們收集了最新的財報後預測，以瞭解預計明年會發生什麼。</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>特朗普承諾要 “釋放” 美國的石油和天然氣，這 15 只美國股票的發展將受益。</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 收益和收入增長 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>考慮到最新的業績，西部控股的四位分析師目前的共識是，2026 年的收入為 JP¥609 億。這將反映出過去 12 個月收入的 43% 的顯著增長。法定每股收益預計將躍升 66%，達到 JP¥206。然而，在最新業績發佈之前，分析師們曾預計 2026 年的收入為 JP¥654 億，每股收益（EPS）為 JP¥243。分析師們在最近的業績後似乎不那麼樂觀，降低了他們的收入預測，並對每股收益進行了實質性下調。</p>
</div><p>See our latest analysis for West Holdings</p>
<div class="lb-trans"><p>請查看我們對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，分析師們將他們的目標價下調了 10%，至 JP¥3,360，這並不令人驚訝。不過，考慮目標價的另一種方式是查看分析師提出的目標價範圍，因為廣泛的估計範圍可能表明對業務可能結果的不同看法。對於西部控股，存在一些不同的看法，最樂觀的分析師將其估值為 JP¥5,000，而最悲觀的分析師則為每股 JP¥2,410。這是一個相當廣泛的估計範圍，表明分析師們對業務的可能結果有着廣泛的預測。</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>現在從更大的角度來看，我們可以通過將這些預測與過去的表現和行業增長預期進行比較來理解這些預測。例如，我們注意到西部控股的增長率預計將顯著加快，預計到 2026 年底收入將以年化方式增長 33%。這遠高於過去五年每年 8.8% 的歷史下降。與分析師對更廣泛行業的預期相比，行業收入預計將以每年 2.5% 的速度增長。因此，看起來西部控股預計將比其競爭對手增長更快，至少在一段時間內是這樣。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>結論</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，分析師們下調了他們的每股收益預測，顯示出在這些結果發佈後情緒明顯下降。他們還下調了西部控股的收入預測，但行業數據表明，西部控股預計將比更廣泛的行業增長更快。共識目標價顯著下降，分析師們似乎對最新的業績沒有感到安慰，導致對西部控股未來估值的下調。</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>在此基礎上，我們認為業務的長期前景遠比明年的收益更為重要。我們對西部控股的預測延續到 2027 年，您可以在我們的平台上免費查看。</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>在您採取下一步之前，您應該瞭解我們發現的 <strong>西部控股的 3 個警告信號</strong>（1 個不能忽視！）</p>
</div>

西控股公司收入低於預期 54%：分析師正在重新調整他們的模型