NTG Nordic Transport Group A/S Earnings Missed Analyst Estimates: Here’s What Analysts Are Forecasting Now

Last week, you might have seen that NTG Nordic Transport Group A/S (CPH:NTG) released its second-quarter result to the market. The early response was not positive, with shares down 4.1% to kr.312 in the past week. NTG Nordic Transport Group beat revenue expectations by 4.7%, at kr.3.3b. Statutory earnings per share (EPS) came in at kr.3.68, some 5.2% short of analyst estimates. 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’ve gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the current consensus from NTG Nordic Transport Group’s six analysts is for revenues of kr.12.9b in 2026. This would reflect a credible 2.4% increase on its revenue over the past 12 months. Statutory earnings per share are expected to reduce 3.0% to kr.14.56 in the same period. Before this earnings report, the analysts had been forecasting revenues of kr.12.7b and earnings per share (EPS) of kr.14.11 in 2026. So the consensus seems to have become somewhat more optimistic on NTG Nordic Transport Group’s earnings potential following these results.

View our latest analysis for NTG Nordic Transport Group

There’s been no major changes to the consensus price target of kr.362, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock’s valuation. 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. Currently, the most bullish analyst values NTG Nordic Transport Group at kr.408 per share, while the most bearish prices it at kr.330. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

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. We would highlight that NTG Nordic Transport Group’s revenue growth is expected to slow, with the forecast 4.8% annualised growth rate until the end of 2026 being well below the historical 8.4% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 1.4% annually. So it’s pretty clear that, while NTG Nordic Transport Group’s revenue growth is expected to slow, it’s still expected to grow faster than the industry itself.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards NTG Nordic Transport Group following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster 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.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year’s earnings. We have estimates – from multiple NTG Nordic Transport Group analysts – going out to 2028, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for NTG Nordic Transport Group that you need to take into consideration.

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