-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：CMI第一季度业绩喜忧参半，营收增长3%至84亿美元，但EBITDA利润率从17.9%收窄至15.4%，反映出发电和卡车制造业务表现迥异。发电业务继续保持强劲增长势头，其中电力系统业务营收增长19%至20亿美元，EBITDA利润率提升至29.5%；配电业务营收增长7%至31亿美元，利润率也有所提高，这两项业务均受益于数据中心对备用电源系统前所未有的需求。相反，卡车制造业务则面临不利因素，发动机销售额下降4%至27亿美元，利润率收窄至10.4%；零部件销售额下降5%至25亿美元。管理层上调了全年业绩预期，预计营收增长8%-11%（此前预期为3%-8%），EBITDA利润率17.75%-18.50%（此前预期为17.0%-18.0%）。我们看到北美公路运输市场已显现出从低谷复苏的迹象，而发电需求的持续增长势头也支撑了这一上调后的业绩预期，尽管目前仍处于年初阶段。
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