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
During FY23 and early FY24, the analyst observes a slowdown in short-cycle hot-runners, with a higher proportion of longer-cycle, lower-KeyBanc Capital Markets analyst Jeffrey D. Hammond initiated coverage on Hillenbrand Inc (NYSE:HI) with a price forecast of $50.
KeyBanc資本市場分析師Jeffrey D. Hammond發佈了對Hillenbrand Inc (NYSE:HI)的覆蓋，預測股價爲$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認爲，HI股票正在打折扣，未能反映公司過去兩年所做的重大改變，儘管近期存在週期性擔憂，但分析師認爲HI股票有可能重新獲得更高的估值。
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.
當公司證明了其FY24框架，並進入更正常的運營環境時，投資者將對新的和改進的HI更加放心，分析師補充道。
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，分析師發現短週期熱導道機的放緩，較高比例的長週期、低利潤注塑機不利地影響了利潤率。
Also Read: What's Going On With Mastercard Shares Today?
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This trend is expected to reverse through the remainder of FY24, approaching long-term targets by FY26.
預計這種趨勢將在FY24年餘下的時間逆轉，到FY26年接近長期目標。
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.
儘管當前週期性動態仍不穩定，但分析師看到領先指標跡象從低谷水平回升，這應該會在MTS業務和其暗示的F2H24增長中開始顯現。
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.
總的來說，儘管有些擔憂週期，分析師預計HI最終能夠實現其更新的FY指南，爲FY25的勢頭鋪平道路。
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日發佈的新聞稿中，HI表示其預計調整後的EPS爲$3.30-$3.50(之前預測爲$3.60-$3.95)。分析師預計FY24 EPS爲$3.35，營收爲$32.53億。
Price Action: HI shares are trading higher by 6.79% to $40.56 at last check Wednesday.
價格走勢：HI股票於週三最後一次檢查上漲6.79%，報40.56美元。
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