-- 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APTV的12個月目標價從110美元下調至80美元，基於2027年12.0倍的市盈率，該市盈率較APTV未來10年的預期市盈率23.6倍存在合理的折讓。在調整了近期Versigent分拆的預期後，我們將2026年的調整後每股收益預期從8.60美元下調至6.25美元，並將2027年的調整後每股收益預期從9.30美元下調至6.65美元。我們維持對該股的「強烈買入」評級，因為分拆原電氣分配系統（EDS）部門後，剩餘的公司利潤率更高。 EDS的利潤率遠低於Aptiv的其他業務（2025年調整後營業利益率為7.6%，而合併後的公司為12.1%）。儘管APTV維持了先前的全年業績指引，但鑑於其第一季業績遠超預期，我們認為該指引將更為保守，該股仍是我們汽車零部件及設備子行業的首選股之一。我們依然看好APTV以往穩健的業績指引、強勁的執行力、紮實的新業務儲備以及積極的股票回購策略。
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