-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將LII未來12個月的目標股價從559美元上調至569美元，本益比為21.4倍（2027年每股收益預期從26.62美元下調至26.57美元；2026年預期從24.51美元下調至24.149美元），月我們認為，LII近期面臨諸多營運挑戰，包括住宅市場疲軟、關稅驅動的成本上漲（約5%，高於先前約2.5%的預期）以及居家舒適解決方案業務利潤率下降（第一季下降390個基點至13.3%）。然而，建築氣候解決方案業務板塊的卓越表現（第一季營收成長38%，利潤率提升300個基點至19.7%）以及庫存正常化帶來的顯著改善（1610萬美元，而去年同期為-3580萬美元），在很大程度上緩解了這些擔憂。我們注意到，今年3月提起的一項反壟斷集體訴訟指控暖通空調設備製造商自2020年1月以來存在價格操縱行為，這給LII的財務狀況和聲譽帶來了額外的風險。
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