TKH Group N.V. Beat Revenue Forecasts By 5.6%: Here's What Analysts Are Forecasting Next
It's been a pretty great week for TKH Group N.V. (AMS:TWEKA) shareholders, with its shares surging 14% to €51.95 in the week since its latest half-yearly results. It was a workmanlike result, with revenues of €956m coming in 5.6% ahead of expectations, and statutory earnings per share of €2.37, in line with analyst appraisals. 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, TKH Group's seven analysts are now forecasting revenues of €1.95b in 2026. This would be a reasonable 4.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to sink 14% to €2.76 in the same period. Before this earnings report, the analysts had been forecasting revenues of €1.85b and earnings per share (EPS) of €2.75 in 2026. There doesn't appear to have been a major change in sentiment following the results, other than the slight bump in revenue estimates.
See our latest analysis for TKH Group
The consensus price target increased 7.6% to €58.36, with an improved revenue forecast carrying the promise of a more valuable business, in time. 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 TKH Group analyst has a price target of €65.00 per share, while the most pessimistic values it at €49.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting TKH Group's growth to accelerate, with the forecast 9.7% annualised growth to the end of 2026 ranking favourably alongside historical growth of 3.1% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 9.9% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that TKH Group is expected to grow at about the same rate as the wider 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. They also upgraded their revenue forecasts, although the latest estimates suggest that TKH Group will grow in line with the overall 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.
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 TKH Group analysts - going out to 2028, and you can see them free on our platform here.
And what about risks? Every company has them, and we've spotted 3 warning signs for TKH Group you should know about.
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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.