-- 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RPM未来12个月的目标股价下调3美元至127美元，相当于我们2027财年（截至5月）每股收益预期值的20.4倍，与RPM过去三年的平均预期市盈率20.5倍基本一致。我们将2026财年的每股收益预期值下调0.06美元至5.54美元，并将2027财年的每股收益预期值上调0.02美元至6.22美元。中东地区的地缘政治紧张局势将通过原材料价格上涨对RPM构成短期不利影响，预计2026财年第四季度原材料价格将上涨1-2%，2027财年第一季度将上涨5%至1%左右。然而，RPM正在采取价格策略并利用其战略采购能力来缓解成本压力。公司重申了第四季度业绩预期，预计营收将实现中等个位数增长，调整后息税前利润（EBIT）将实现低至高个位数增长。RPM的结构性优势依然强劲：三分之二的销售额来自维护、维修和翻新市场，这些市场在经济波动期间展现出强大的韧性。建筑产品和高性能涂料业务板块通过系统销售策略和高性能建筑解决方案，持续扩大市场份额。
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$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
$BKR
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB