-- 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IEX的12個月目標價從第一季後的220美元上調至235美元，本益比為26倍，基於我們2027年每股收益預期9.04美元（高於先前預期的8.99美元；2026年每股收益預期從8.28美元上調至8.50美元）。 IEX第一季業績強勁，營運每股收益為2.00美元，較去年同期成長14%，超出市場預期0.23美元，主要得益於健康與科技部門的優異表現。有機銷售額年增從第四季的1%加速至5%，訂單額達到創紀錄的9.88億美元（年增10%），顯示市場需求擴大。 健康與科技部門是明顯的成長引擎，實現了11%的有機銷售額成長，同時調整後EBITDA利潤率提升100個基點至26.6%。這一強勁成長主要得益於人工智慧驅動的資料中心電源解決方案、半導體應用以及航太與國防市場的需求。儘管毛利率下降了40個基點，但調整後EBITDA利潤率仍提升了50個基點至26%，顯示公司80/20策略正在取得成效。總體而言，第一季業績令人鼓舞，並促使我們提高了全年的成長預期。
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