-- 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：在IR发布第一季度财报后，我们将12个月目标价从100美元下调至90美元，该目标价基于我们对2027年每股收益3.93美元的预期（此前预期为3.97美元，2026年每股收益预期保持不变），市盈率为23倍，接近IR的长期历史平均市盈率和同业水平。尽管IR调整后的每股收益为0.77美元（同比增长7%），超出预期，但其基本业绩显示，本季度有机销售和订单增长面临挑战。总收入增长8%，主要得益于收购和汇率波动，但有机收入下降了0.3%，反映出公司两大业务板块之间的显著差异。精密与科学技术板块表现强劲，实现了4%的内生增长和利润率提升；而规模更大的工业技术板块则因销量和关税的双重压力，销售额下降2%，利润率压缩210个基点。2026年的盈利预期侧重于下半年，我们认为这存在执行风险，因为容错空间有限。展望未来，第三季度对IR而言至关重要，因为预计整体复苏势头将逐渐增强。
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