-- 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：我們將通用電氣（GE）12個月目標股價上調15美元至361美元，相當於2027年每股收益預期值的39.0倍，與GE過去三年的平均預期市盈率一致，低於同行的41.1倍。我們將2026年每股盈餘預期值調高0.30美元至7.86美元，2027年每股盈餘預期值調高0.44美元至9.25美元。 GE強勁的第一季業績強化了我們對該公司前景的樂觀預期，GE有能力應對短期宏觀經濟的不確定性，同時充分利用長期的利多因素。 1700億美元的商業服務積壓訂單為GE提供了多年收入的可見性和抵禦經濟週期波動的能力。通用電氣憑藉其與CFM的合資企業在窄體客機推進系統領域佔據約75%的市場份額，並在寬體客機領域憑藉GEnx和GE9X發動機保持領先地位，從而繼續保持市場主導地位。在其年輕且多元化的機隊中，三分之二的CFM56引擎尚未進行第二次檢修，這支撐了持續的售後市場需求。儘管鑑於地緣政治的不確定性，管理層謹慎地維持了全年業績預期，但強勁的第一季業績和第二季的良好前景表明，最終結果有望達到預期範圍的高端。
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