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FINWIRES

RBCキャピタル・マーケッツによると、ドーバーは予約件数の力強い伸びと需要の勢いを見せる

-- RBCキャピタル・マーケッツは木曜日のレポートで、ドーバー(DOV)の第1四半期決算が予想をやや上回り、受注高は24%増、受注高対売上高比率は1.20倍となり、需要の勢いを示していると述べた。 RBCは、受注高の好調は幅広い分野に及び、すべてのセグメントで受注高対売上高比率が1.10倍を超えたと指摘した。 RBCは、クリーンエネルギー部品、流体輸送、小売燃料供給、冷蔵ドアケース、熱交換器、CO2冷凍システムの好調を特に強調した。 また、RBCは、受注高の好調は、ドーバーの3%~5%のオーガニック成長率ガイダンスの上方修正を示唆していると述べた。ドーバーは、2026年の調整後1株当たり利益ガイダンスを10.45ドル~10.65ドル、売上高成長率見通しを5%~7%と再確認した。 RBCは、ドーバーの目標株価を225ドルから252ドルに引き上げ、セクター・パフォームの投資判断を維持した。

Price: $229.96, Change: $+1.81, Percent Change: +0.79%

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