-- 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：我們將目標價從465美元上調至550美元，市盈率為33.5倍，基於我們對2028財年（9月）每股收益16.43美元的預期[2026財年預期為13.00美元（先前為12.19美元），2027財年預期為14.50美元（此前為13.69美元）]，高於ROK的長期歷史平均市盈率，這主要得益於利潤率的結構性改善以及與加速增長的長期利好因素相符。 ROK實現了兩位數的年增長，這主要得益於企業營業利潤率強勁增長350個基點。業績成長主要得益於各成長垂直領域需求的擴大，其中電子商務和倉儲自動化領域的銷售額飆升超過30%，資料中心業務成長超過一倍，半導體業務也實現了接近20%的成長。成長主要集中在高利潤率的軟體與控制業務，該業務實現了17%的有機成長，這主要得益於ROK旗下Logix平台強勁的銷售成長，而Logix平臺本身的銷售額成長超過20%。展望未來，我們預期長期需求驅動因素將維持穩定，製造業產能、資料中心和半導體領域的投資將帶來顯著成長。
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