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FINWIRES

加拿大皇家銀行稱，伊頓資料中心訂單激增，下半年成長前景走強。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）表示，伊頓（ETN）在資料中心、公用事業和電氣化領域表現良好，強勁的訂單動能和積壓訂單成長將支撐其下半年有機銷售、營運槓桿和利潤率的預期提升。 資料中心需求表現突出，訂單年增240%，各業務區的積壓訂單也強勁成長。該券商在周二的報告中指出，美洲電氣業務的積壓訂單增加了44%，全球電氣業務的積壓訂單增加了73%，訂單儲備增加了81%。 第一季美洲電氣業務利潤率大幅下降，主要歸因於產能擴張以及4月1日價格上漲前鋼鐵、銅、鋁和白銀等大宗商品價格的上漲。不過，RBC表示，博伊德熱能公司（Boyd Thermal）的收購預計將帶來超過先前預期的17億美元全年銷售額，這可能帶來額外的成長空間。 該機構將利潤率壓力描述為與積壓訂單加速成長和產能擴張相關的「高品質問題」。 根據報告，該公司計劃在2027年第一季末分拆其車輛和電動出行業務部門，預計將進一步調整伊頓的業務結構，使其更加專注於成長潛力更高的資料中心和航空航太領域。 加拿大皇家銀行重申了對該股的「跑贏大盤」評級，並將目標股價從每股457美元上調至484美元。

Price: $418.82, Change: $+7.96, Percent Change: +1.94%

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