-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：WAB第一季業績強勁超出預期，調整後每股收益為2.71美元（年增18.9%），高於市場普遍預期的2.52美元；銷售額達29.5億美元（年增13.0%），這主要得益於兩大營運部門穩健的營收和利潤率表現。其中，交通運輸業務表現尤為突出，銷售額達8.35億美元（年增17.8%），調整後營業利潤率提升200個基點至16.6%，主要得益於對Dellner的收購、11%的內生成長以及有利的匯率影響。貨運業務業績喜憂參半，但整體呈現正態勢。銷售額達21.2億美元（年增11.3%），調整後營業利益率為26.0%（年增30個基點）。設備銷售額飆升52.5%，主要得益於機車交付量增加和強勁的礦業需求；數位業務收入成長75.7%，受益於近期收購的Inspection Tech和Frauscher等公司；但服務業務收入下降17.3%。總積壓訂單成長38.1%至308億美元，為營收提供了強勁的可見性。第一季的重要訂單包括一份價值數十億美元的礦業驅動系統合約和一份價值2.1億美元的馬薩諸塞灣交通局現代化改造訂單。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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