-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结了他们的观点如下：在审阅了第一季度财报后，我们将12个月目标价上调2美元至43美元，预期市盈率为7.4倍，基于我们2027年每股收益预期5.78美元。这一估值较过去三年平均市盈率10.4倍有所折让，原因是CE公司债务水平较高且需求疲软。我们将2026年每股收益预期上调1.35美元至6.14美元，并将2027年每股收益预期下调0.09美元至5.78美元。我们预计2026年销售额为97亿美元，2027年为101亿美元。积极的一面是，CE旗下乙酰链业务2026年第二季度调整后息税前利润预期为3亿至3.25亿美元，表现稳健，主要得益于预期销量和价格的上涨。然而，醋酸纤维丝束业务依然疲软，原料成本大幅上涨。与此同时，由于库存减少以及POM工厂检修带来的额外成本，工程材料公司（Engineered Materials）2026年第二季度调整后息税前利润预期为1.9亿美元至2.1亿美元，这一预期更为保守。总体而言，我们认为工程材料公司今年迄今为止48%的股价涨幅过高，并预计随着中东冲突带来的暂时性利润增长消退，其盈利将在2027年再次下滑。
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