-- 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：根据第一季度业绩，我们将ETN的12个月目标价从425美元上调至500美元，基于2027年每股收益预期15.86美元（高于此前预期的15.45美元；2026年每股收益预期从13.40美元上调至13.47美元），该估值倍数为31.5倍，高于ETN的长期平均市盈率，因为该公司核心市场的需求趋势强劲。ETN公布的营收创下75亿美元的纪录，这主要得益于数据中心订单240%的惊人增长以及航空航天市场的持续强劲表现，后者推动积压订单达到新的历史新高。然而，由于价格成本滞后效应以及为满足不断增长的订单需求而新建的12家工厂带来的前期费用，利润率受到一定程度的压力，部分抵消了营收增长。 ETN已实施提价，我们预计此举将使价格/成本达到中性水平，并有助于在未来几个季度稳定利润率。公司将全年有机增长预期上调至10%，并重申了其2026年全年每股收益预期。
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