-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：IEX第一季度业绩显著超出预期，运营每股收益为2.00美元（同比增长14%），高于市场普遍预期的1.77美元，超出预期0.23美元；有机销售额增速从第四季度的1%加速至5%。订单额达到创纪录的9.88亿美元（同比增长10%），这得益于多元化产品组合需求的扩大。健康与科技板块是主要的增长动力，报告销售额增长17%，有机销售额增长11%，调整后EBITDA利润率提升100个基点至26.6%，这主要得益于人工智能驱动的数据中心电源解决方案需求和半导体应用。管理层上调了2026年全年业绩预期，预计有机销售额增长3%-4%（此前预期为1%-2%），调整后每股收益8.35-8.55美元（此前预期为8.15-8.35美元）。尽管受不利的产品组合影响，毛利率下降40个基点至44.9%，但随着80/20策略的成效显现，调整后EBITDA利润率提升50个基点至26%。我们认为，业绩预期的上调反映了IEX多元化终端市场需求环境的改善。
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