-- 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:GWW第一季業績強勁,每股盈餘(EPS)達11.65美元,較去年同期成長18.2%,遠超市場普遍預期的10.21美元。銷售額達47億美元,實現12.2%的有機成長,這得益於兩大業務部門強勁的潛在需求。其中最突出的指標是營業利益率提升110個基點至16.7%,我們認為這標誌著利潤率擺脫了2025年大部分時間以來的低迷狀態。此前,由於積極定價以抵銷關稅相關的成本上漲,利潤率一直承壓。鑑於業務狀況的改善,管理層將2026年全年每股收益預期從先前的42.25美元至44.75美元上調至44.25美元至46.25美元。利潤率全面回升,其中北美高觸感解決方案業務成長20個基點至42.6%,無限品類業務成長40個基點,MonotaRO和Zoro的強勁銷售業績也帶動了21.9%的銷售額成長。 7.39億美元的強勁現金流為股東返還3.45億美元和10%的股息成長提供了支持。
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