-- 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。目標株価を465ドルから550ドルに引き上げ、2028年度（9月期）の1株当たり利益（EPS）見通し16.43ドル（2026年度は13.00ドル（従来12.19ドル）、2027年度は14.50ドル（従来13.69ドル））の33.5倍と評価します。これは、ROKの長期的な過去の平均株価倍率を上回る水準であり、マージンの構造的な改善と、加速する長期的な追い風への対応によって正当化されます。ROKは、売上高と利益において前年同期比2桁成長を達成し、これは企業営業利益率が350ベーシスポイントも大幅に拡大したことに支えられています。業績は、成長分野全体にわたる需要の拡大によって支えられており、eコマースと倉庫自動化への売上は30%以上急増し、データセンター事業は2倍以上に成長、半導体事業は10%台後半の成長を遂げました。成長は、利益率の高いソフトウェア＆コントロール事業に集中しており、ROKのLogixプラットフォームに関連する堅調な売上により、同事業は17%のオーガニック成長を達成しました。Logixプラットフォーム自体も20%以上成長しています。今後も、製造能力、データセンター、半導体への投資による大幅な成長など、長期的な需要要因は維持されると予想されます。
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