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加拿大皇家银行表示,RPM国际的长期合同和价格递增机制使其免受中东不确定性的影响。

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-- RBC Capital Markets 分析师周一在一份电子邮件报告中指出,RPM International (RPM) 的长期合同和价格递增机制有助于其抵御近期中东相关不确定性的影响。 分析师表示,冲突的稳定可能有助于 RPM 实现其第四财季息税前利润 (EBIT) 增长预期的高端,即低个位数至高个位数,但冲突的持续则可能导致预期下限的下降。 RBC 表示,RPM 强劲的基本面、第三财季 1 亿美元的年度销售、管理及行政费用 (SG&A) 节省,以及其强调中东业务占比不到 4% 等因素都“令人印象深刻”。 分析师将该公司第四财季和 2026 财年的每股收益预期分别从 1.73 美元和 5.15 美元上调至 1.81 美元和 5.45 美元。 RBC 对该股票维持“跑赢大盘”评级,并将目标价从 126 美元上调至 130 美元。

Price: $107.34, Change: $-1.86, Percent Change: -1.70%

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