-- 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。当社は、2028年度（6月期）EBITDA予想値に基づくEV/EBITDA倍率19.0倍を基準として、目標株価を114ドル引き上げ501ドルとします。これは、CRSの過去12ヶ月間の平均予想EV/EBITDA倍率18.2倍を上回るものの、同業他社の平均予想EV/EBITDA倍率21.6倍より割安です。また、2026年度EPS予想値を0.11ドル引き上げ10.57ドル、2027年度EPS予想値を0.46ドル引き上げ13.22ドルとします。2028年度EPS予想値は16.52ドルで新規に開始します。CRSは、高品質ニッケル基超合金の有力なグローバルサプライヤーがわずか3社しかないため、卓越した価格決定力を有しており、最近の長期契約で30%以上の価格引き上げを実現していることがその証拠です。同社は2026年度第2四半期に16四半期連続で利益率拡大を達成し、SAO利益率は過去最高の33.1%となった。経営陣が引き上げた2026年度の営業利益ガイダンス6億8000万ドル～7億ドルは、過去最高の2025年度比で30%～33%の成長を示しており、2027年度の目標7億6500万ドル～8億ドルは据え置かれ、経営陣はこれらの水準を超えることに注力すると表明している。4億ドルの既存施設拡張は、年間2100機以上（コロナ禍以前のピーク時を30%上回る）を目指す急成長中の航空宇宙製造ペースに比べると、わずかな生産能力しか追加しない。
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