-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結了他們的觀點如下：在審查了第一季財報後，我們將12個月目標價上調2美元至43美元，預期本益比為7.4倍，基於我們2027年每股收益預期5.78美元。此估值較過去三年平均本益比10.4倍有所折讓，原因是CE公司債務水準較高且需求疲軟。我們將2026年每股盈餘預期調高1.35美元至6.14美元，並將2027年每股盈餘預期調降0.09美元至5.78美元。我們預計2026年銷售額為97億美元，2027年為101億美元。正面的一面是，CE旗下乙醯鏈業務2026年第二季調整後息稅前利潤預期為3億至3.25億美元，表現穩健，主要得益於預期銷售量和價格的上漲。然而，醋酸纖維絲束業務依然疲軟，原料成本大幅上漲。同時，由於庫存減少以及POM工廠檢修帶來的額外成本，工程材料公司（Engineered Materials）2026年第二季度調整後息稅前利潤預期為1.9億美元至2.1億美元，這一預期更為保守。整體而言，我們認為工程材料公司今年迄今48%的股價漲幅過高，並預計隨著中東衝突帶來的暫時性利潤增長消退，其盈利將在2027年再次下滑。
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