-- 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。ECLの目標株価を21ドル引き下げ、2027年のEPS予想の33.7倍となる328ドルとします。これは、ECLの過去3年間の平均予想PERに沿ったものです。2026年のEPS予想は0.16ドル引き下げて8.47ドル、2027年のEPS予想は0.10ドル引き下げて9.74ドルとします。ECLは、成長エンジン（グローバルハイテク、ライフサイエンス、害虫駆除、デジタル）に支えられ、オーガニック成長の加速と利益率の拡大により、第1四半期に好調な業績を達成しました。これらの事業は合計で12%成長し、売上高の20%以上を占めるようになりました。原材料費の上昇にもかかわらず、ECLの価格決定力に自信があるため、2026年のガイダンス（調整後EPS+12%～15%）は維持します。買収予定のCoolIT Systems社は、年間20～25%以上の成長率と高い利益率を誇る15億ドル規模のハイテクプラットフォームを構築し、ECLをAIデータセンター向け循環型水管理およびチップ直結冷却のリーディングプロバイダーとしての地位に押し上げます。ECLは、強力な価格設定、高利益率事業へのポートフォリオ構成のシフト、デジタル/AIイニシアチブによる販売費および一般管理費の効率化に支えられ、2027年までに営業利益率20%（第1四半期は16.7%）の目標達成に向けて順調に進んでいます。
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China Southern Power Grid Energy Storage's Q1 Profit Jumps 21%, Revenue Rises 19%
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European Investment Bank to Advance Ukraine Infrastructure Projects, Including Energy
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