-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將KNX的12個月目標價上調13美元至47美元，基於2027年每股收益預期，計算出遠期本益比為15.6倍，高於五年歷史平均。我們認為，每股盈餘和市場復甦足以抵銷利潤率疲軟和宏觀經濟不確定性帶來的影響。我們將2026年每股盈餘預期調高0.10美元至1.76美元，2027年每股盈餘預期調高0.57美元至3.02美元。 KNX已連續七季展現出營運上的進步，包括拖拉機利用率的提升、成本結構的顯著改善以及規模優勢和多元化品牌平台帶來的收益。然而，該股的估值似乎過高，比五年平均遠期本益比高出46%。鑑於第一季業績疲軟，這筆溢價似乎難以令人信服：獲利年減，利潤率依然低迷，營收僅成長1%。雖然我們預計 2026-2027 年每股收益將強勁增長，但這主要代表從低迷水平的反彈，而不是擴張到新的領域，我們預計短期內盈利不會恢復到 2021-2022 年的峰值水平。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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