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研究快訊:CFRA維持伊利諾工具公司股票的賣出評等。

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-- 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:我們將ITW的12個月目標價從250美元下調至235美元,本益比為19.5倍,基於我們2027年每股收益預期12.04美元(此前預期為12.03美元;2026年每股收益預期從11.25美元上調至估值低於11.26美元),預計ITW多個業務部門成長乏力,業績疲軟,反映在其第一季財報中。有機銷售額僅成長0.4%,其中1%的下滑來自產品精簡活動,七個業務板塊中有四個出現下滑:食品設備-3%,汽車OEM-1%,建築產品-1%,特種產品-5%。值得一提的是,企業措施持續推動利潤率提升,定價策略有效抵禦了通膨壓力。儘管管理層指出,ITW在第一季在充滿挑戰的市場環境下表現優異,但我們仍然認為,ITW落後於其他更專注於長期成長機會的工業同業。我們重申對該股的「賣出」評等。

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