-- 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：我們將目標價從87美元下調至65美元，基於2027年每股盈餘預期5.51美元，本益比為11.8倍，較該股18.1倍的平均預期本益比大幅折讓。我們將2026年調整後每股盈餘預期從4.96美元下調至4.86美元，處於下調後的預期區間4.80美元至5.00美元的下限（先前預期為4.95美元至5.15美元）。通用電氣醫療集團（GEHC）第一季有機營收年增2.9%，達到預期上限。然而，其獲利能力指標令人失望，調整後每股盈餘為0.99美元，低於預期，調整後息稅前利潤率較去年同期下降150個基點。這主要是由於PDx業務中一家供應商出現問題以及通膨成本意外上漲所致。因此，GEHC下調了其利潤和現金流預期，我們認為這是一個審慎的舉措。從策略角度來看，我們認為GEHC正在推動強大的創新產品線，已完成對Intelerad的收購，並宣布將影像和AVS業務部門合併為一個新的業務部門，這有望加速其成長。
Related Articles
Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of Cincinnati Financial Corp.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $7 to $185, valuing CINF shares (currently yielding 2%) at 20x our 2027 operating EPS estimate of $9.15 (raised by $0.10) and at 21.5x our 2026 EPS estimate of $8.60 (raised by $0.10), versus its five-year average forward multiple of 21x and peer average. CINF posted Q1 operating EPS of $2.10 versus a $0.24 operating loss per share a year ago, matching our estimate and topping the $1.94 consensus view, amid 12% higher operating revenues due to 11% premium growth and 14% higher net investment income, with written premium growth of 7% likely at the upper end of peer averages. We believe CINF's competitive strengths include its facile underwriting style and ability to allocate underwriting capital to areas with the most promising fundamentals, positioning it well despite increasingly competitive market conditions. CINF's ability to consistently produce above-peer growth and underwriting profitability will support the shares' premium valuation versus peers, in our view.
$CINF
Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Linde Plc
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target by $48 to $537, using a P/E of 27.1x, equal to LIN's average forward P/E over the last three years. We raise our 2026 EPS estimate by $0.05 to $18.03 and 2027 by $0.26 to $19.81. LIN reported Q1 adj. EPS of $4.33, beating consensus by $0.06, with 30% operating margins and 24% ROC demonstrating the resilience of its business model. Management raised the low end of full-year guidance to $17.60-$17.90 (7%-9% growth), citing confidence despite geopolitical headwinds. The $7.1B project backlog should reach $8B+ by year-end, driven by Electronics projects supporting AI chip manufacturing. Americas volumes grew 2% Y/Y with double-digit hardgoods growth, though EMEA remains challenged by weak industrial activity. Commercial space is emerging as a significant growth driver, with aerospace sales up double-digits. Helium supply tightness presents upside opportunity beyond guidance. We think shares are fully valued at 25.6x our 2027 EPS estimate, limiting upside potential in the near term.
$LIN
Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of Silgan Holdings Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $13 to $46, based on an EV/EBITDA of 8.9x our 2026 EBITDA estimate, in line with SLGN's three-year average multiple. We increase our 2026 EPS estimate by $0.05 to $3.90 and raise 2027's by $0.05 to $4.20. Metal containers started the year strong, up 2% Y/Y, with pet food product volume up 11%. Management continues to see a long runway for growth in the fragrance, beauty, and health care category now that it is fully integrated into the Weener portfolio. We anticipate further product launches and customer partnerships in 2027, driving growth in this space. Dispensing and specialty closures headwinds are due to higher-cost inventory with volumes adversely affected by severe weather events in North America. Management also noted that volume is likely to improve in 2H 2026 after securing new business wins that have yet to be commercialized but were secured earlier this year.
$SLGN