-- 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12个月目标股价下调12美元至266美元，基于2026年EBITDA预期，EV/EBITDA为16.0倍，低于其五年平均预期16.4倍。我们将2026年每股收益(EPS)下调0.12美元至9.13美元，并将2027年EPS下调0.07美元至10.72美元。柴油成本预计将成为不利因素，预计第二季度将直接影响2500万美元。在利率长期高企的环境下，持续高企的燃料成本可能导致建设预算受限和融资成本过高。劳动力短缺和成本问题仍然是令人担忧的因素。尽管Vulcan市场的公共建设趋势远好于全国平均水平，但2026年9月《基础设施建设和评估法案》（IIJA）的到期仍会带来溢出风险，即使是对最有利的市场也是如此。如果重新授权遭遇延误或最终以持续决议的形式通过，各州即使仍有剩余资金，也可能放缓新项目的招标。我们认为，尽管公司基本面强劲，但目前的估值过高，未能充分反映宏观风险。
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