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研究快訊:CFRA維持麥格納國際公司股票的持有評等。

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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12個月目標價下調10美元至65美元,基於2027年9.2倍的市盈率,該市盈率較該股10年平均預期市盈率10.7倍存在合理的折讓。我們維持2026年和2027年調整後每股盈餘(EPS)6.70美元和7.10美元的預期不變。 MG公司2026年第一季調整後每股收益為1.38美元,高於2025年第一季的0.78美元(年成長77%),遠超過1.01美元的市場普遍預期。此次業績超出預期主要得益於遠超預期的銷售額和利潤率:營收成長3.1%至103.8億美元(比市場預期高出1.1億美元),調整後息稅前利潤率提升190個基點至5.4%(比市場預期高出120個基點)。儘管公司並未上調全年每股收益預期,但鑑於業績大幅超出預期,我們認為上調預期的可能性更大。鑑於MG在汽車零件及設備領域的廣泛產品線,以及其作為北美最大汽車供應商的地位,我們認為其第一季強勁的業績對整個汽車零件及設備產業具有積極意義。受宏觀經濟情勢的影響,該產業近期業績表現不佳。

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