-- 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。AGCOは第1四半期決算で予想を上回り、調整後EPSは前年同期の0.41ドルから倍増し、0.94ドルとなりました。純売上高は前年同期比14.3%増の23億ドルに達しました。実質売上高成長率は4.7%とやや控えめでしたが、農業機械市場が直面する逆風を考慮すると、依然としてプラス成長と言えます。AGCOは欧州市場への集中戦略により、現在の環境下を乗り切ることができました。欧州・中東地域では営業利益率が16.2%、オーガニック成長率が9%を達成しました。同社は欧州で過去最高に近い第1四半期の利益率を達成するとともに、複数年にわたる構造改革イニシアチブを推進しました。地域別の業績はまちまちで、欧州・中東地域の好調(売上高の68%)が米州地域の大幅な低迷を相殺しました。調整後営業利益率は4.1%から4.6%に拡大し、効果的なコスト管理と価格設定の成功を反映しています。 AGCOの事業運営能力、高出力機器および精密農業技術における強みは、同社が今後も市場シェアを拡大していく上で有利な立場にあると当社は考えています。
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