-- 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80ドルから70ドルに引き下げ、株価は2027年EPS予想3.36ドル（従来3.46ドル、2026年EPS予想は3.18ドルから3.10ドルに修正）の21倍と評価します。住宅市場の持続的な回復に対する不確実性が高いことを考慮すると、これはGGGの過去の平均PERを下回る水準です。GGGの第1四半期決算は期待外れで、特にアジア太平洋地域を中心に、ほとんどの地域で市場が低迷する中、既存事業の売上高は減少しました。買収によって総売上高の伸びはいくらか相殺されたものの、3つの事業セグメントすべてで既存事業の売上高は逆風にさらされ、収益性は悪化しました。住宅市場の低迷を背景に、GGGは引き続き厳しい事業環境に直面しています。価格設定は引き続き業績を支えていますが、販売量の減少が続くため、今後も業績の伸びは限定的になると見ています。米国における製造業基盤の拡大を背景に、第1四半期の産業受注は明るい兆しを見せたが、請負業者向け事業の低迷傾向が安定しなければ、新たに生じつつある需要回復を相殺してしまうことになるだろう。
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