-- 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：江森自控（JCI）公佈了2026財年第二季強勁的業績，調整後每股盈餘（EPS）為1.19美元，年成長45%，超出市場預期0.07美元；銷售額成長8%至61.4億美元（有機成長6%）。調整後息稅前利潤率（EBIT利潤率）提升310個基點至15.5%，主要得益於銷量強勁、定價策略有利以及生產效率的提升，其中歐洲、中東和非洲地區（EMEA）以及亞太地區的業績尤為突出。受客戶加速資料中心專案投資的推動，訂單有機成長30%，公司積壓訂單達到200億美元（有機成長26%）。管理層將2026財年調整後每股收益預期從約4.70美元上調至約4.85美元，高於市場普遍預期的4.76美元，同時將有機銷售成長預期從先前的個位數中段上調至約6%。儘管業績強勁，但由於第三季調整後每股盈餘預期約為1.28美元，僅與市場預期基本持平，江森自控(JCI)股價在盤前交易中下跌了2%。我們認為資料中心和樓宇自動化業務的持續成長動能將推動公司業績成長，但我們也注意到，該公司以往較保守的業績預期可能抑制了投資人的熱情。
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