Idun Industrier AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models
Idun Industrier AB (publ) (STO:IDUN B) just released its latest second-quarter report and things are not looking great. Results showed a clear earnings miss, with kr668m revenue coming in 2.5% lower than what the analystexpected. Statutory earnings per share (EPS) of kr1.50 missed the mark badly, arriving some 32% below what was expected. This is an important time for investors, as they can track a company's performance in its report, look at what expert is 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 analyst latest (statutory) post-earnings forecasts for next year.
Taking into account the latest results, the consensus forecast from Idun Industrier's lone analyst is for revenues of kr2.66b in 2026. This reflects a satisfactory 7.7% improvement in revenue compared to the last 12 months. Before this earnings report, the analyst had been forecasting revenues of kr2.70b and earnings per share (EPS) of kr7.20 in 2026. Overall, while the analyst has reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.
View our latest analysis for Idun Industrier
Intriguingly,the analyst has cut their price target 7.3% to kr380 showing a clear decline in sentiment around Idun Industrier's valuation.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The period to the end of 2026 brings more of the same, according to the analyst, with revenue forecast to display 16% growth on an annualised basis. That is in line with its 16% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 6.3% annually. So although Idun Industrier is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
The Bottom Line
The clear take away from these updates is that the analyst made no change to their revenue estimates for next year, with the business apparently performing in line with their models. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. Furthermore, the analyst also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
One Idun Industrier broker/analyst has provided estimates out to 2028, which can be seen for free on our platform here.
Even so, be aware that Idun Industrier is showing 1 warning sign in our investment analysis , you should know about...
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