-- 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：我们将CRS的目标股价上调114美元至501美元，基于我们对2028财年（截至6月）EBITDA的19.0倍预期EV/EBITDA，高于CRS过去12个月的平均预期EV/EBITDA 18.2倍，但低于同行平均预期EV/EBITDA 21.6倍。我们将2026财年每股收益预期上调0.11美元至10.57美元，2027财年每股收益预期上调0.46美元至13.22美元。我们首次预测2028财年每股收益为16.52美元。由于全球仅有三家合格的优质镍基高温合金供应商，CRS拥有卓越的定价权，近期达成的长期协议中价格涨幅超过30%，便印证了这一点。该公司在2026财年第二季度实现了连续第16个季度的利润率增长，其中SAO利润率达到创纪录的33.1%。管理层将2026财年的营业收入预期上调至6.8亿至7亿美元，较2025财年创纪录的水平增长30%至33%。同时，2027财年7.65亿至8亿美元的目标保持不变，管理层表示将致力于超越这些目标。此次4亿美元的现有厂房扩建项目新增产能规模有限，远低于航空航天业每年2100架以上的产能目标（比新冠疫情前的峰值高出30%）。
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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