-- 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：李尔公司（LEA）公布的第一季度调整后每股收益为3.87美元，高于预期的3.12美元（增长24%），远超市场普遍预期的3.51美元。营收增长5%至58.2亿美元（低于市场预期2000万美元），毛利率提升120个基点至7.7%（低于市场预期20个基点）。业绩超预期主要得益于股票回购导致的流通股数量减少，LEA在第一季度回购了价值7500万美元的股票，平均流通股数量同比下降5%。在LEA最大的市场——欧洲和非洲（占LEA第一季度总营收的40%），每辆车的零部件成本同比增长7.5%，而北美市场的零部件成本则下降了4.1%。北美地区的下滑似乎反映了产品组合的影响，而欧洲和非洲地区的改善则与车辆安全性和配置水平不断提高的长期趋势相符。LEA维持了此前所有全年业绩预期。财报发布后，LEA股价在盘前交易中上涨了3%。我们认为，鉴于第一季度盈利远超预期，该公司今年晚些时候上调全年业绩预期的可能性显著增加。
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