-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將RMD的目標股價從234美元下調至180美元，相當於2027財年每股收益預期值的15倍，低於其過去10年的平均本益比。我們維持RMD 2026財年每股收益11.03美元及2027財年每股收益12.00美元的預期不變。儘管RMD第三季獲利超出預期，但仍面臨一些令我們擔憂的不利因素。在第三季分析師電話會議上，RMD承認零件成本上升以及中東地緣政治不確定性導致的燃料成本上漲，即將離任的資深財務長Brett Sandercock也暗示利潤率環境將面臨挑戰。在複雜的營運環境下，以及擬議以3.4億美元收購Noctrix Health的交易可能存在執行風險的情況下，RMD正經歷著重要的領導層過渡。任職長達20年的財務長將於5月4日退休，接替他的是A. Bloomer，他此前曾擔任Exact Sciences（最近被雅培收購）的財務長。我們認為，這些因素，加上更廣泛的宏觀經濟不確定性，可能會對RMD的近期業績構成壓力。
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