-- 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：我们将GGG的12个月目标价从80美元下调至70美元，市盈率为21倍，基于我们2027年每股收益预期3.36美元（低于此前预期的3.46美元；2026年每股收益预期从3.18美元上调至3.10美元），鉴于房地产市场持续复苏存在高度不确定性，该估值低于GGG的历史平均市盈率。GGG第一季度业绩令人失望，有机收入下滑，主要受全球市场疲软的影响，尤其是在亚太地区。尽管收购在一定程度上抵消了总销售额的增长，但所有三个业务部门的有机收入均面临不利因素，盈利能力有所下降。鉴于住宅市场疲软，GGG仍在艰难的经营环境中挣扎。我们认为，价格继续支撑着业绩，但销量持续下滑将继续限制其上涨空间。鉴于美国制造业基础不断扩大，工业订单在第一季度成为一大亮点，但承包商业务的下滑趋势需要稳定下来，以免抵消新兴的需求回升。
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