-- 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:在CR发布第一季度财报后,我们将12个月目标价从220美元上调至235美元,市盈率为30倍,基于我们2027年每股收益预期7.85美元(与之前的预测一致;2026年每股收益预期从6.70美元上调至6.85美元)。我们持续看好CR股价上涨空间,因为OEM销售额将回升,飞机产量也将提高,同时CR将利用其稳健的资产负债表收购并整合有吸引力的并购目标(杠杆率约为1.4倍)。航空航天业务订单持续强劲,核心积压订单同比增长14%。鉴于油价飙升,第一季度商用售后市场销售令人担忧,但我们认为,鉴于老旧机队仍保持较高的利用率,该市场的增长最终将再次加速。第一季度流程技术业务增长乏力,但有机订单表现令人鼓舞,因为增长型市场(制药、低温处理、发电)支撑了整体需求。我们重申对CR股票的“买入”评级。
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