Last week saw the newest first-quarter earnings release from Hapag-Lloyd Aktiengesellschaft (ETR:HLAG), an important milestone in the company’s journey to build a stronger business. The results don’t look great, especially considering that statutory losses grew 14% to€1.25 per share. Revenues of €4,200,900,000 did beat expectations by 4.0%, but it looks like a bit of a cold comfort. 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. We’ve gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
XTRA:HLAG Earnings and Revenue Growth May 16th 2026
Taking into account the latest results, Hapag-Lloyd’s nine analysts currently expect revenues in 2026 to be €17.5b, approximately in line with the last 12 months. Earnings are expected to tip over into lossmaking territory, with the analysts forecasting statutory losses of -€1.59 per share in 2026. Before this earnings announcement, the analysts had been modelling revenues of €17.5b and losses of €2.81 per share in 2026. Although the revenue estimates have not really changed Hapag-Lloyd’sfuture looks a little different to the past, with a very favorable reduction to the loss per share forecasts in particular.
Check out our latest analysis for Hapag-Lloyd
There’s been no major changes to the consensus price target of €97.40, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock’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. Currently, the most bullish analyst values Hapag-Lloyd at €131 per share, while the most bearish prices it at €65.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying 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. One thing that stands out from these estimates is that shrinking revenues are expected to moderate over the period ending 2026 compared to the historical decline of 4.4% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 2.1% per year. So while a broad number of companies are forecast to grow, unfortunately Hapag-Lloyd is expected to see its revenue affected worse than other companies in the industry.
The Bottom Line
The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Hapag-Lloyd going out to 2028, and you can see them free on our platform here.
It is also worth noting that we have found 3 warning signs for Hapag-Lloyd 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.