-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： GE Vernova（GEV）第一季業績顯著超出預期，訂單量有機成長71%至183億美元，主要得益於電力生產和電網現代化設備需求的加速成長。調整後EBITDA利潤率提升390個基點至9.6%，其中電力業務利潤率達到16.3%（+470個基點），電氣化業務利潤率達到17.8%（+670個基點），反映了有利的價格動態和營運槓桿效應。第一季的業績符合我們的「買入」評級，GEV展現了其作為前所未有的資料中心基礎設施投資主要受益者的地位。自由現金流表現卓越，達到48億美元，年成長超過四倍，並在一個季度內就超過了該公司2025年全年的業績預期。我們認為這一強勁的業績歸功於優異的調整後 EBITDA 和積極的營運資本動態，同時 GEV 保持了財務靈活性，擁有 102 億美元的現金，並在本季度向股東返還了 14 億美元。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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