1318 ET——精密轴承制造商RBC轴承正迎来核心工业与航空航天及国防业务的强劲增长势头。Raymond James在最新研报中指出，分析师Tim Thein与Jennifer Stahmer认为，RBC轴承在FY27和FY28财年有望实现中两位数（即15%左右）的顶线收入增长。他们强调：“尤其考虑到RBC在（拥挤的）数据中心相关领域并未真正参与，其增长潜力更显突出。”
分析师们预计，随着产能利用率提升以及有利的定价与产品组合效应，公司毛利率将进一步扩大。航空航天与国防业务的增速有望更高——得益于RBC轴承受益于OEM商用飞机生产的产能爬坡，以及全球国防预算的持续增长。他们还补充道，空间等新兴利基市场也将为业绩提供上行空间。
基于此，Raymond James将RBC轴承的评级从“与大市持平”上调至“跑赢大市”，目标价设定为645美元。目前，RBC轴承股价上涨3%，报567.36美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.