-- 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LII未来12个月的目标股价从559美元上调至569美元，市盈率为21.4倍（2027年每股收益预期从26.62美元下调至26.57美元；2026年预期从24.51美元下调至24.14美元），接近LII过去三年和五年的平均市盈率，分别为21.9倍和20.6倍。我们认为，LII近期面临诸多运营挑战，包括住宅市场疲软、关税驱动的成本上涨（约5%，高于此前约2.5%的预期）以及家居舒适解决方案业务利润率下降（第一季度下降390个基点至13.3%）。然而，建筑气候解决方案业务板块的卓越表现（第一季度营收增长38%，利润率提升300个基点至19.7%）以及库存正常化带来的显著改善（1610万美元，而去年同期为-3580万美元），在很大程度上缓解了这些担忧。我们注意到，今年3月提起的一项反垄断集体诉讼指控暖通空调设备制造商自2020年1月以来存在价格操纵行为，这给LII的财务状况和声誉带来了额外的风险。
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