-- 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Reliance未来12个月的目标股价上调21美元至358美元，主要原因是其企业价值/息税折旧摊销前利润（EV/EBITDA）倍数达到11.0倍，略高于Reliance过去三年平均预期EV/EBITDA倍数10.7倍。我们将2026年每股收益（EPS）预期上调2.45美元至19.26美元，并将2027年EPS预期上调1.88美元至20.22美元。Reliance持续展现卓越的运营能力，连续13个季度市场份额增长，显著优于整个金属服务中心行业。Reliance多元化的终端市场布局赋予其强大的韧性，尤其在基础设施、数据中心、国防和能源领域表现突出。工厂交货周期延长和供应紧张的局面将支撑2026年之前的有利定价环境。凭借稳健的资产负债表（净债务与EBITDA之比为1.0倍）和审慎的资本配置（包括持续的股票回购和4%的股息增长），RS公司已做好充分准备，把握当前的市场动态。然而，目前的估值水平限制了其短期上涨空间，因此我们维持“持有”评级。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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