-- 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：根據第一季業績，我們將卡特彼勒(CAT)的12個月目標價從700美元上調至1050美元，本益比為36倍，基於我們2027年每股收益預期29.21美元（此前預期為27.57美元；2026年每股收益預期29.21美元（此前預期為27.57美元；2026年每股收益將高於22.62美元的歷史區間上調至131美元），預期從22.31美元區間提高收入的歷史區間高於12412美元，預期從22.31美元區間提高收入的歷史區間，預期從22.31美元區間上調至131美元），鑑於CAT機械產品組合的成長不斷擴大，以及對關稅影響的管理優於預期（預期影響為22億至24億美元，低於最初預期的26億美元），我們認為目前的本益比更為合理。第一季訂單積壓的成長尤為突出，在季增120億美元的基礎上，創下630億美元的紀錄。大宗商品價格走強和經銷商庫存補充推動了建築和採礦機械訂單的周期性增長，這些好於預期的趨勢支撐了我們上調2026年和2027年的盈利預測。第一季進一步驗證了卡特彼勒電力與能源業務作為公司核心成長引擎的地位，2030年發電業務的銷售目標已上調至2024年基準的3倍以上。
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