-- 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：DHR公佈了強勁的2026年第一季業績，調整後每股收益為2.06美元，高於市場普遍預期的1.94美元（同比增長9.5%），而營收為59.51億美元（同比增長3.5%），略低於市場普遍預期的59.93億美元。生技業務持續保持主要成長動力，核心營收年增7.0%，這主要得益於生物加工業務的持續成長勢頭，抵消了診斷業務因呼吸道疾病流行季節較輕而導致的4.0%的同比下滑。管理階層將2026年每股盈餘預期上限上調至8.35美元至8.55美元，並維持全年核心營收年增3%至6%的預期。該公司近期宣布計劃以99億美元收購領先的脈搏血氧飽和度監測和病患監護設備供應商Masimo Corporation。我們認為此次收購預計將成為2026年醫療科技領域規模最大的併購交易之一，並將顯著擴展DHR的診斷產品組合。我們認為，憑藉丹納赫業務系統（Danaher Business System）帶來的多元化產品組合和卓越運營，DHR將繼續保持優勢，以應對市場逆風，同時提升生產效率。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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