-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。DOVは、第1四半期に好調な業績を達成しました。営業利益（EPS）は2.28ドル（前年同期比+11%）となり、売上高成長率は前年同期比+10%（オーガニック成長率+5%）に加速しました。これは、ポートフォリオ全体にわたる幅広い好調さを反映しています。クリーンエネルギー・燃料供給事業と気候変動・サステナビリティ技術事業は、それぞれ売上高が+13%と+18%増加し、エネルギー転換市場における長期的な追い風の恩恵を受けました。受注実績は特に好調で、受注額は25億ドル（前年同期比+24%）に達し、各セグメントの受注残高対売上高比率は1.0を超え、今後の見通しが改善しました。DOVは、2026年のEPSガイダンスを10.45ドル～10.65ドルと据え置き、中間値では+9%～+11%の成長を見込んでいます。利益率の拡大は引き続き重要なテーマであり、大幅なコスト上昇圧力にもかかわらず、総利益率は22.2%（前年比+20bps）に達しました。これは、5つの事業セグメントのうち4つで前年比の利益率改善が達成されたためです。受注残高と利益率の推移が好調であることから、DOVの見通しは控えめであると見ており、ガイダンスの上方修正の可能性を示唆しています。
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$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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$WAB