-- 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。TTは、第1四半期の調整後EPSが2.63ドルとなり、市場予想の2.45ドル（7%増）を大きく上回りました。売上高は6%増の49億7000万ドル（市場予想を1億5000万ドル上回る）となりましたが、調整後EBITマージンは20ベーシスポイント低下し、16.0%となりました。受注残高は24%増加し、特に米州商業用HVAC事業は40%増と好調でした。TTは2026年第1四半期末時点で、過去最高の107億ドルの受注残高を計上し、2025年末時点から30%以上増加しました。 TTは、2026年の売上高成長率を従来の8.5%～9.5%から約9.5%に、調整後EPSを従来の14.65ドル～14.85ドルから14.75ドル～14.95ドルに引き上げました。TTの第1四半期決算は力強い商業的勢いを示しており、過去最高の受注残高は優れた見通しを提供しています。ただし、利益率の低下とオーガニック売上高の転換率の鈍化は注視が必要です。ガイダンスの上方修正は、経営陣が多額の受注残高を履行できるという自信を反映しています。当社の見解では、TTの受注残高の増加は特に印象的であり、短期および中期的な成長見通しに対する投資家の信頼を再確認するはずです。
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