As you might know, USANA Health Sciences, Inc. (NYSE:USNA) just kicked off its latest first-quarter results with some very strong numbers. It was overall a positive result, with revenues beating expectations by 3.8% to hit US$250m. USANA Health Sciences also reported a statutory profit of US$0.41, which was an impressive 78% above what the analyst had forecast. The analyst 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 collected the latest post-earnings statutory consensus estimate to see what could be in store for next year.

Taking into account the latest results, the current consensus from USANA Health Sciences' single analyst is for revenues of US$945.1m in 2026. This would reflect a satisfactory 2.1% increase on its revenue over the past 12 months. Per-share earnings are expected to jump 168% to US$1.29. Yet prior to the latest earnings, the analyst had been anticipated revenues of US$938.7m and earnings per share (EPS) of US$1.11 in 2026. Although the revenue estimates have not really changed, we can see there's been a substantial gain in earnings per share expectations, suggesting that the analyst has become more bullish after the latest result.

The consensus price target fell 36% to US$39.00, suggesting the increase in earnings forecasts was not enough to offset other the analyst concerns.

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 stands out from these estimates, which is that USANA Health Sciences is forecast to grow faster in the future than it has in the past, with revenues expected to display 2.8% annualised growth until the end of 2026. If achieved, this would be a much better result than the 7.3% annual decline over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 3.7% annually for the foreseeable future. So although USANA Health Sciences' revenue growth is expected to improve, it is still expected to grow slower than the industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around USANA Health Sciences' earnings potential next year. Fortunately, the analyst also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that USANA Health Sciences' revenue is expected to perform worse than the wider industry. The consensus price target fell measurably, with the analyst seemingly not reassured by the latest results, leading to a lower estimate of USANA Health Sciences' future valuation.

With that in mind, we wouldn't be too quick to come to a conclusion on USANA Health Sciences. Long-term earnings power is much more important than next year's profits. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 3 warning signs with USANA Health Sciences , and understanding these should be part of your investment process.

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.