Consolidated Water Co. Ltd. (NASDAQ:CWCO) defied analyst predictions to release its quarterly results, which were ahead of market expectations. Consolidated Water beat earnings, with revenues hitting US$33m, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 20%. 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, Consolidated Water's solitary analyst currently expect revenues in 2026 to be US$127.5m, approximately in line with the last 12 months. Statutory earnings per share are forecast to sink 11% to US$0.91 in the same period. Yet prior to the latest earnings, the analyst had been anticipated revenues of US$126.9m and earnings per share (EPS) of US$0.89 in 2026. So the consensus seems to have become somewhat more optimistic on Consolidated Water's earnings potential following these results.

The analyst has been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 8.9% to US$43.00.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Consolidated Water's past performance and to peers in the same industry. We would highlight that revenue is expected to reverse, with a forecast 0.2% annualised decline to the end of 2026. That is a notable change from historical growth of 14% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 6.8% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Consolidated Water is expected to lag the wider industry.

The Bottom Line

The most important thing here is that the analyst upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Consolidated Water following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analyst 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. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

We also provide an overview of the Consolidated Water Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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.