RATIONAL Aktiengesellschaft Just Recorded A 6.7% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, RATIONAL Aktiengesellschaft (ETR:RAA) recently reported its second-quarter numbers. RATIONAL reported €324m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of €6.43 beat expectations, being 6.7% higher than what the analysts expected. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Following the latest results, RATIONAL's 13 analysts are now forecasting revenues of €1.35b in 2026. This would be a credible 4.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 2.4% to €23.95. In the lead-up to this report, the analysts had been modelling revenues of €1.35b and earnings per share (EPS) of €23.86 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
View our latest analysis for RATIONAL
The analysts reconfirmed their price target of €796, showing that the business is executing well and in line with expectations. 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. There are some variant perceptions on RATIONAL, with the most bullish analyst valuing it at €1,070 and the most bearish at €585 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
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. We can infer from the latest estimates that forecasts expect a continuation of RATIONAL'shistorical trends, as the 8.8% annualised revenue growth to the end of 2026 is roughly in line with the 10% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 6.9% annually. So it's pretty clear that RATIONAL is forecast to grow substantially faster than its industry.
The Bottom Line
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at €796, with the latest estimates not enough to have an impact on their price targets.
With that in mind, we wouldn't be too quick to come to a conclusion on RATIONAL. Long-term earnings power is much more important than next year's profits. We have forecasts for RATIONAL going out to 2028, and you can see them free on our platform here.
However, before you get too enthused, we've discovered 1 warning sign for RATIONAL that you should be aware of.
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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.