Gerresheimer AG Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next

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As you might know, Gerresheimer AG (ETR:GXI) last week released its latest quarterly, and things did not turn out so great for shareholders. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at €499m, statutory earnings missed forecasts by 14%, coming in at just €0.79 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.

Check out our latest analysis for Gerresheimer

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Taking into account the latest results, the most recent consensus for Gerresheimer from 14 analysts is for revenues of €2.33b in 2025. If met, it would imply a meaningful 16% increase on its revenue over the past 12 months. Per-share earnings are expected to soar 47% to €4.87. Before this earnings report, the analysts had been forecasting revenues of €2.34b and earnings per share (EPS) of €4.93 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

The consensus price target fell 13% to €114, suggesting that the analysts might have been a bit enthusiastic in their previous valuation - or they were expecting the company to provide stronger guidance in the quarterly results. 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 Gerresheimer analyst has a price target of €150 per share, while the most pessimistic values it at €93.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Gerresheimer's past performance and to peers in the same industry. It's clear from the latest estimates that Gerresheimer's rate of growth is expected to accelerate meaningfully, with the forecast 12% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 9.6% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 11% per year. Gerresheimer is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.