-- 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：在WAB公佈第一季財報後，我們將12個月目標股價從275美元上調至285美元，本益比設定為24.2倍，基於我們2027年每股收益預期11.76美元（此前預期為11.46美元；2026年每股收益預期11.50美元（此前預期為11.46美元；2026年每股收益預期10.50美元上調至10.57美元）。鑑於獲利品質的結構性改善，此估值略高於WAB的長期歷史平均本益比。儘管我們對貨運市場產能過剩的跡象持謹慎態度，但我們認為，WAB目前較高的訂單積壓（12個月訂單積壓超過90億美元）、內部提升利潤率的舉措以及併購活動帶來的潛在協同效應，使其能夠在2026-2027年繼續保持兩位數的盈利增長。儘管面臨關稅相關的成本壓力，WAB 透過價格策略、精實生產以及精簡低利潤業務等一系列措施，在維持利潤率方面做得相當出色。我們認為，第一季業績喜憂參半，但總體而言是積極的。我們維持對該股的「持有」評等。
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