-- 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：ATI第一季度调整后每股收益为1.00美元，超出市场预期0.12美元，同比增长39%。营收为11.5亿美元，同比增长0.6%，但由于计划内维护，低于市场预期3%。调整后EBITDA利润率同比增长310个基点至20.1%，主要得益于定价策略和有利的航空航天业务组合。航空航天转型仍在继续，航空航天与国防业务占比已达69%。喷气发动机销售额同比增长12%至4.72亿美元。管理层将全年调整后EBITDA预期上调至10.35亿美元（同比增长16%），调整后每股收益预期上调至4.34美元（同比增长27%），理由是航空航天需求加速增长。 1.28亿美元的经营现金流较上年同期增长2.21亿美元。这支持了7500万美元的股票回购以及一项新的5亿美元回购授权。我们认为利润率的提升反映了长期航空航天合同带来的运营杠杆效应，其中60%-65%的收入具有通胀保护作用。喷气发动机订单已排至2027年中期，新增产能的80%已签订合同。因此，我们预计公司业绩将继续优于预期，2026年下半年利润率将接近21%。
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