-- 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。12ヶ月目標株価を559ドルから569ドルに引き上げます。これは、2027年のEPS予想（26.62ドルから26.57ドルに下方修正、2026年のEPS予想は24.51ドルから24.14ドルに下方修正）の21.4倍に相当し、LIIの過去3年間および5年間のフォワード平均である21.9倍および20.6倍に近い水準です。LIIは、住宅市場の低迷、関税によるコスト上昇（従来ガイダンスの約2.5%に対し約5%）、およびホームコンフォートソリューションズ部門のマージン縮小（第1四半期に390ベーシスポイント低下し13.3%）といった短期的な事業運営上の課題に直面すると考えています。しかしながら、これらの懸念は、ビルディング・クライメート・ソリューションズ部門の優れた業績（第1四半期の売上高は38%増、利益率は300bp拡大して19.7%）と、在庫の正常化による営業キャッシュフローの大幅な改善（前年同期比でマイナス3,580万ドルに対し、1,610万ドル）によって大幅に軽減されています。なお、2020年1月以降、HVAC機器メーカー間で価格カルテルが行われているとして、3月に独占禁止法違反の集団訴訟が提起されており、LIIの財務および評判にさらなるリスクをもたらしていることに留意する必要があります。
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