-- 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：江森自控（JCI）公布了2026财年第二季度强劲的业绩，调整后每股收益（EPS）为1.19美元，同比增长45%，超出市场预期0.07美元；销售额增长8%至61.4亿美元（有机增长6%）。调整后息税前利润率（EBIT利润率）提升310个基点至15.5%，主要得益于销量强劲、定价策略有利以及生产效率的提升，其中欧洲、中东和非洲地区（EMEA）以及亚太地区的业绩尤为突出。受客户加快数据中心项目投资的推动，订单有机增长30%，公司积压订单达到200亿美元（有机增长26%）。管理层将2026财年调整后每股收益预期从约4.70美元上调至约4.85美元，高于市场普遍预期的4.76美元，同时将有机销售增长预期从之前的个位数中段上调至约6%。尽管业绩强劲，但由于第三季度调整后每股收益预期约为1.28美元，仅与市场预期基本持平，江森自控(JCI)股价在盘前交易中下跌了2%。我们认为数据中心和楼宇自动化业务的持续增长势头将推动公司业绩增长，但我们也注意到，该公司以往较为保守的业绩预期可能抑制了投资者的热情。
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