-- 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TXT的12个月目标价上调4美元至111美元，相当于2027年每股收益预期值的14.5倍，高于TXT过去三年的平均预期市盈率13.2倍，但仍远低于同行的平均预期市盈率25.1倍。我们将2026年每股收益预期值上调0.03美元至6.68美元，并维持2027年预期值7.65美元不变。TXT宣布将工业部门（营收约32亿美元）分拆为一家纯粹的航空航天和国防公司，这一举措具有变革意义。新德事隆集团的营收将达到约120亿美元，全部业务均来自航空航天和国防领域，其核心业务包括公务航空（德事隆航空）、军用/商用旋翼机（贝尔）和国防系统。 192亿美元的积压订单确保了未来多年的收入可见性，其中航空业务的80亿美元积压订单较疫情前水平增长了4倍。MV-75“夏延”项目正从研发阶段过渡到生产阶段，并获得美国国防部强有力的资金支持，成为重要的增长驱动力。我们认为此次分拆具有战略意义，有助于公司更加专注于核心业务，提高利润率（增长120个基点），并加速增长（增长150个基点）。
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