-- 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：我们将目标价从465美元上调至550美元，市盈率为33.5倍，基于我们对2028财年（9月）每股收益16.43美元的预期[2026财年预期为13.00美元（此前为12.19美元），2027财年预期为14.50美元（此前为13.69美元）]，高于ROK的长期历史平均市盈率，这主要得益于利润率的结构性改善以及与加速增长的长期利好因素相符。ROK实现了两位数的同比增长，这主要得益于企业营业利润率强劲增长350个基点。业绩增长主要得益于各增长垂直领域需求的扩大，其中电子商务和仓储自动化领域的销售额飙升超过30%，数据中心业务增长超过一倍，半导体业务也实现了接近20%的增长。增长主要集中在高利润率的软件与控制业务，该业务实现了17%的有机增长，这主要得益于ROK旗下Logix平台强劲的销售增长，而Logix平台本身的销售额增长超过20%。展望未来，我们预计长期需求驱动因素将保持稳定，制造业产能、数据中心和半导体领域的投资将带来显著增长。
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