<p><strong>富樂德公司</strong> (TSE:6890) 的股東們可能感到有些失望，因為在最新的半年財報發佈後一週，其股價下跌了 3.3%，至 JP¥4,600。JP¥1410 億的收入顯著超出預期 28%，而法定收益 JP¥334 則與分析師的預測一致。在結果公佈後，分析師們更新了他們的收益模型，瞭解他們是否認為公司的前景發生了重大變化，或者業務是否如常進行將是很有意義的。因此，我們收集了最新的財報後法定共識估計，以瞭解明年可能會發生什麼。</p>
<p>特朗普承諾要&#34;釋放&#34;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/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 收益和收入增長 2025 年 11 月 18 日</p>
<p>考慮到最新的結果，來自四位分析師對富樂德的最新共識是 2026 年收入為 JP¥287.3 億。如果實現，這將意味着過去 12 個月收入的温和增長 2.5%。法定每股收益預計將飆升 37%，達到 JP¥375。在這份財報發佈之前，分析師們預測 2026 年的收入為 JP¥286.7 億，每股收益（EPS）為 JP¥383。因此，看起來在最近的結果後，整體情緒略有下降——收入預估沒有重大變化，但分析師們確實對每股收益的預測略有下調。</p>
<p>查看我們對富樂德的最新分析</p>
<p>儘管分析師們已修訂了明年的收益預測，但他們也將共識價格目標上調了 9.3%，至 JP¥5,100，這表明修訂後的估計並不意味着該業務的長期前景較弱。然而，我們從這些數據中可以得出的不僅僅是這個結論，因為一些投資者在評估分析師的價格目標時也喜歡考慮估計值的差異。最樂觀的富樂德分析師給出的每股價格目標為 JP¥5,300，而最悲觀的則為 JP¥4,900。鑑於估值範圍如此狹窄，分析師們顯然對他們認為該業務的價值持相似看法。</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。顯然，市場預期富樂德的收入增長將大幅放緩，預計到 2026 年底的收入年化增長率為 5.1%。相比之下，過去五年的歷史增長率為 24%。作為比較，該行業內其他有分析師覆蓋的公司預計年收入增長率為 8.5%。考慮到增長放緩的預測，顯然富樂德的增長也預計將低於其他行業參與者。</p>
<h2>結論</h2>
<p>最大的擔憂是分析師們下調了每股收益的預測，這表明富樂德可能面臨業務逆風。幸運的是，分析師們也重新確認了他們的收入預測，表明其與預期一致。儘管我們的數據確實表明富樂德的收入預計將表現不及更廣泛的行業。我們注意到價格目標的上調，表明分析師們認為該業務的內在價值可能會隨着時間的推移而改善。</p>
<p>話雖如此，公司的長期收益軌跡遠比明年的表現重要。我們有來自多位富樂德分析師的預測，直到 2028 年，您可以在我們的平台上免費查看這些預測。</p>
<p>您仍然需要注意風險，例如——富樂德有 <strong>2 個警告信號</strong> 我們認為您應該瞭解。</p>

富樂德

<p>Ferrotec 公司超出了 28% 的收入預測，但分析師略微下調了 2026 年的每股收益預期。儘管如此，市場共識目標價已上調 9.3%，達到 5,100 日元，顯示出對公司長期價值的信心。預計收入增長將比行業同行放緩，預測年增長率為 5.1%，而行業平均為 8.5%。分析師指出可能存在商業阻力，但仍對收入保持積極預期</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>富樂德公司</strong> (TSE:6890) 的股東們可能感到有些失望，因為在最新的半年財報發佈後一週，其股價下跌了 3.3%，至 JP¥4,600。JP¥1410 億的收入顯著超出預期 28%，而法定收益 JP¥334 則與分析師的預測一致。在結果公佈後，分析師們更新了他們的收益模型，瞭解他們是否認為公司的前景發生了重大變化，或者業務是否如常進行將是很有意義的。因此，我們收集了最新的財報後法定共識估計，以瞭解明年可能會發生什麼。</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&#34;釋放&#34;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/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 收益和收入增長 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>考慮到最新的結果，來自四位分析師對富樂德的最新共識是 2026 年收入為 JP¥287.3 億。如果實現，這將意味着過去 12 個月收入的温和增長 2.5%。法定每股收益預計將飆升 37%，達到 JP¥375。在這份財報發佈之前，分析師們預測 2026 年的收入為 JP¥286.7 億，每股收益（EPS）為 JP¥383。因此，看起來在最近的結果後，整體情緒略有下降——收入預估沒有重大變化，但分析師們確實對每股收益的預測略有下調。</p>
</div><p>Check out our latest analysis for Ferrotec</p>
<div class="lb-trans"><p>查看我們對富樂德的最新分析</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>儘管分析師們已修訂了明年的收益預測，但他們也將共識價格目標上調了 9.3%，至 JP¥5,100，這表明修訂後的估計並不意味着該業務的長期前景較弱。然而，我們從這些數據中可以得出的不僅僅是這個結論，因為一些投資者在評估分析師的價格目標時也喜歡考慮估計值的差異。最樂觀的富樂德分析師給出的每股價格目標為 JP¥5,300，而最悲觀的則為 JP¥4,900。鑑於估值範圍如此狹窄，分析師們顯然對他們認為該業務的價值持相似看法。</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>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。顯然，市場預期富樂德的收入增長將大幅放緩，預計到 2026 年底的收入年化增長率為 5.1%。相比之下，過去五年的歷史增長率為 24%。作為比較，該行業內其他有分析師覆蓋的公司預計年收入增長率為 8.5%。考慮到增長放緩的預測，顯然富樂德的增長也預計將低於其他行業參與者。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>結論</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>最大的擔憂是分析師們下調了每股收益的預測，這表明富樂德可能面臨業務逆風。幸運的是，分析師們也重新確認了他們的收入預測，表明其與預期一致。儘管我們的數據確實表明富樂德的收入預計將表現不及更廣泛的行業。我們注意到價格目標的上調，表明分析師們認為該業務的內在價值可能會隨着時間的推移而改善。</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>話雖如此，公司的長期收益軌跡遠比明年的表現重要。我們有來自多位富樂德分析師的預測，直到 2028 年，您可以在我們的平台上免費查看這些預測。</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>您仍然需要注意風險，例如——富樂德有 <strong>2 個警告信號</strong> 我們認為您應該瞭解。</p>
</div>

富樂德公司收入超出預期 28%：分析師接下來的預測是什麼