Hillenbrand Will Be Able To Achieve Its Updated Guidance, Setting Stage For FY25: Analyst
Hillenbrand Will Be Able To Achieve Its Updated Guidance, Setting Stage For FY25: Analyst
KeyBanc Capital Markets analyst Jeffrey D. Hammond initiated coverage on Hillenbrand Inc (NYSE:HI) with a price forecast of $50.
KeyBanc资本市场分析师Jeffrey D. Hammond发布了对Hillenbrand Inc (NYSE:HI)的覆盖，预测股价为$50。
Per Hammond, HI shares are discounting the significant transformation the company has made over the last two years, and despite near term cyclical concerns, the analyst sees a path for HI shares to re-rate higher.
Hammond认为，HI股票正在打折扣，未能反映公司过去两年所做的重大改变，尽管近期存在周期性担忧，但分析师认为HI股票有可能重新获得更高的估值。
As the company proves its FY24 framework and enters a more normalized operating environment, investors will become more comfortable with the new and improved HI, the analyst adds.
当公司证明了其FY24框架，并进入更正常的运营环境时，投资者将对新的和改进的HI更加放心，分析师补充道。
During FY23 and early FY24, the analyst observes a slowdown in short-cycle hot-runners, with a higher proportion of longer-cycle, lower-margin injection molding machines impacting margins unfavorably.
在FY23和FY24年初，分析师发现短周期热导道机的放缓，较高比例的长周期、低利润注塑机不利地影响了利润率。
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This trend is expected to reverse through the remainder of FY24, approaching long-term targets by FY26.
预计这种趋势将在FY24年余下的时间逆转，到FY26年接近长期目标。
While current cyclical dynamics remain choppy, the analyst sees signs of leading indicators coming off trough levels, which should begin to show through on the MTS business and its implied F2H24 ramp.
尽管当前周期性动态仍不稳定，但分析师看到领先指标迹象从低谷水平回升，这应该会在MTS业务和其暗示的F2H24增长中开始显现。
All in, while somewhat concerned about the cycle, the analyst projects that HI will ultimately be able to achieve its updated FY guide, which will set the stage for momentum into FY25.
总的来说，尽管有些担忧周期，分析师预计HI最终能够实现其更新的FY指南，为FY25的势头铺平道路。
In a press release dated April 30, HI had said it expects adjusted EPS of $3.30 – $3.50 (prior view: $3.60 – $3.95). The analyst sees FY24 EPS of $3.35, with revenues of $3.253 billion.
在4月30日发布的新闻稿中，HI表示其预计调整后的EPS为$3.30-$3.50(之前预测为$3.60-$3.95)。分析师预计FY24 EPS为$3.35，营收为$32.53亿。
Price Action: HI shares are trading higher by 6.79% to $40.56 at last check Wednesday.
价格走势：HI股票于周三最后一次检查上涨6.79%，报40.56美元。
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