-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標股價下修12美元至266美元，基於2026年EBITDA預期，EV/EBITDA為16.0倍，低於其五年平均預期16.4倍。我們將2026年每股盈餘(EPS)下調0.12美元至9.13美元，並將2027年EPS下調0.07美元至10.72美元。柴油成本預計將成為不利因素，預計第二季將直接影響2,500萬美元。在利率長期高企的環境下，持續高企的燃料成本可能導致建設預算受限和融資成本過高。勞動力短缺和成本問題仍然是令人擔憂的因素。儘管Vulcan市場的公共建設趨勢遠好於全國平均水平，但2026年9月《基礎建設和評估法案》（IIJA）的到期仍會帶來溢出風險，即使是對最有利的市場也是如此。如果重新授權遭遇延誤或最終以持續決議的形式通過，各州即使仍有剩餘資金，也可能放緩新項目的招標。我們認為，儘管公司基本面強勁，但目前的估值過高，未能充分反映宏觀風險。
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