-- 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：我们将目标股价从97美元下调至90美元，基于2027年每股收益预期，远期市盈率为13.7倍，低于ITGR过去10年17.6倍的历史平均水平。由于预计未来利润率将面临一定压力，我们将2026年每股收益预期从6.74美元下调至6.16美元，并将2027年预期从6.88美元下调至6.57美元。第一季度调整后营业利润率同比下降230个基点至13.9%，主要原因是销量下降导致固定成本吸收减少。ITGR第一季度业绩与此前预期一致，调整后每股收益为1.20美元，营收为4.4亿美元。然而，ITGR大幅下调了其2026年全年业绩预期，理由是近期客户（主要来自电生理市场）下调了预期，以及对整个产品组合进行了额外的风险调整。新的业绩指引预计，报告销售额将同比下降1%-3%，调整后每股收益将下调至5.83美元-6.40美元。鉴于这些挑战，我们认为ITGR宣布的战略评估可谓恰逢其时，因为ITGR旨在探索各种机会以最大化股东价值，包括潜在的交易或继续其独立运营战略。
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