-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:DOV第一季業績強勁,營運每股收益為2.28美元(年成長11%),營收成長加速至年成長10%(有機成長5%),反映出公司整體業務的強勁表現。清潔能源與燃料以及氣候與永續發展技術業務分別實現13%與18%的營收成長,受惠於能源轉型市場的長期利多因素。訂單表現特別令人鼓舞,訂單金額達25億美元(年增24%),各業務區的訂單出貨比均高於1.0,為未來的發展提供了更清晰的前景。 DOV重申了2026年每股收益預期為10.45美元至10.65美元,其中值意味著同比增長9%至11%。儘管面臨原材料成本壓力,但利潤率擴張依然是關鍵所在,總利潤率達到22.2%(同比增長20個基點),其中五大業務板塊中有四個實現了同比利潤率增長。鑑於強勁的訂單儲備和利潤率成長勢頭,我們認為DOV重申的業績展望較為保守,這意味著其業績指引可能存在上調空間。
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