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加拿大皇家銀行表示，江森自控第二季業績超預期，上修業績主要得益於資料中心訂單成長。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）表示，江森自控國際（JCI）第二財季業績超出預期，並上調了2026財年業績展望。強勁的資料中心需求和不斷提升的營運效率持續支撐著該公司「多年轉型計畫」。 該公司公佈的營業利潤超出預期0.10美元，增幅達8%，並將2026財年每股收益預期上調至比市場普遍預期高出約2%。週三發布的報告指出，有機銷售額成長6%，公司總訂單量成長30%，主要得益於美洲和亞太地區的強勁成長。 資料中心需求是關鍵的成長驅動力，推動公司積壓訂單達到創紀錄的200億美元，有機成長26%。 RBC強調，管理層專注於為資料中心、半導體製造和生物製藥等關鍵任務環境設計的高性能冷水機組系統，並指出這些產品還能降低能耗。 加拿大皇家銀行（RBC）表示，投資者對訂單成長放緩和服務訂單停滯的擔憂似乎有些過頭，並補充說，該公司擁有「充足的產能」來滿足未來12至18個月的需求。 加拿大皇家銀行維持對江森自控國際公司（Johnson Controls International）的「與產業表現一致」評級，並將目標價從139美元上調至154美元。

Price: $138.20, Change: $-4.94, Percent Change: -3.45%

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