-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：FLS第一季度业绩超出预期，调整后每股收益为0.85美元（同比增长18.1%），比市场普遍预期高出0.05美元。业绩超预期主要得益于利润率持续提升230个基点至15.1%，这得益于有效的定价策略和80/20效率提升计划。然而，受中东市场不利因素影响，总销售额下降了6.7%。订单结构向利润率更高的售后服务领域转变，呈现积极趋势；售后服务订单仅下降1.2%至6.8亿美元，而原始设备订单下降13%至4.68亿美元。此外，FLS获得了超过1.1亿美元的核电订单，延续了其在这个战略性长周期市场的良好发展势头。管理层重申了其2026财年全年调整后每股收益预期为4.00美元至4.20美元。该公司还将有机销售增长预期从之前的1%至3%上调至-1%至+2%。美伊冲突导致订单减少约5000万美元，销售额减少2500万美元，最终造成营业收入减少900万美元。然而，关税意外回升支撑了业绩指引的重申。
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