-- 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:FLS第一季業績超出預期,調整後每股收益為0.85美元(年成長18.1%),比市場普遍預期高出0.05美元。業績超預期主要得益於利潤率持續提升230個基點至15.1%,這得益於有效的定價策略和80/20效率提升計畫。然而,受中東市場不利因素影響,總銷售額下降了6.7%。訂單結構向利潤率較高的售後服務領域轉變,呈現正面趨勢;售後服務訂單僅下降1.2%至6.8億美元,而原始設備訂單下降13%至4.68億美元。此外,FLS獲得了超過1.1億美元的核電訂單,延續了其在這個戰略性長週期市場的良好發展勢頭。管理層重申了其2026財年全年調整後每股收益預期為4.00美元至4.20美元。該公司也將有機銷售成長預期從先前的1%至3%上調至-1%至+2%。美伊衝突導致訂單減少約5,000萬美元,銷售額減少2,500萬美元,最終造成營業收入減少900萬美元。然而,關稅意外回升支撐了業績指引的重申。
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