Kuehne + Nagel International AG Just Missed EPS By 6.1%: Here's What Analysts Think Will Happen Next
The half-yearly results for Kuehne + Nagel International AG (VTX:KNIN) were released last week, making it a good time to revisit its performance. It was a pretty mixed result, with revenues beating expectations to hit CHF12b. Statutory earnings fell 6.1% short of analyst forecasts, reaching CHF4.31 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Following last week's earnings report, Kuehne + Nagel International's 15 analysts are forecasting 2026 revenues to be CHF24.6b, approximately in line with the last 12 months. Per-share earnings are expected to climb 19% to CHF8.63. In the lead-up to this report, the analysts had been modelling revenues of CHF24.1b and earnings per share (EPS) of CHF8.32 in 2026. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.
See our latest analysis for Kuehne + Nagel International
Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of CHF196, suggesting that the forecast performance does not have a long term impact on the company's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Kuehne + Nagel International analyst has a price target of CHF230 per share, while the most pessimistic values it at CHF160. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. For example, we noticed that Kuehne + Nagel International's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 3.5% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 8.3% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 2.0% per year. Not only are Kuehne + Nagel International's revenues expected to improve, it seems that the analysts are also expecting it to grow faster than the wider industry.
The Bottom Line
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Kuehne + Nagel International following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at CHF196, with the latest estimates not enough to have an impact on their price targets.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Kuehne + Nagel International going out to 2028, and you can see them free on our platform here.
It is also worth noting that we have found 2 warning signs for Kuehne + Nagel International that you need to take into consideration.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.