-- 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：根據第一季業績，我們將ETN的12個月目標價從425美元上調至500美元，基於2027年每股收益預期15.86美元（高於先前預期的15.45美元；2026年每股收益預期從13.40美元上調至13.47美元），該估值倍數為31.5倍，高於ETN的長期平均市盈率，因為該公司核心市場的需求趨勢強勁。 ETN公佈的營收創下75億美元的紀錄，主要得益於資料中心訂單240%的驚人成長以及航空航太市場的持續強勁表現，後者推動積壓訂單達到新的歷史新高。然而，由於價格成本滯後效應以及為滿足不斷增長的訂單需求而新建的12家工廠帶來的前期費用，利潤率受到一定程度的壓力，部分抵消了營收成長。 ETN已實施漲價，我們預計此舉將使價格/成本達到中性水平，並有助於在未來幾季穩定利潤率。該公司將全年有機成長預期上調至10%，並重申了其2026年全年每股收益預期。
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