08:35 AM EST, 11/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We keep our 12-month target of $80, valuing shares at 22x our 2026 EPS outlook of $3.65 (unchanged from previous forecast; 2025 EPS cut to $3.25 from $3.35). IR reported Q3 revenue growth of 5% Y/Y, led entirely by acquisitions and FX benefits, as organic revenue declined 1.3%, reflecting organic growth headwinds that have persisted throughout 2025. Despite sluggish sales, organic orders grew 1.7%, suggesting demand may be stabilizing and providing room for improved organic sales ahead. Q3 profitability faced pressure with adjusted EBITDA margin compressing 70 bps to 27.9% due to organic volume decline, tariff impacts, and commercial investments. The company narrowed full-year adjusted EPS guidance to $3.25-$3.31 from $3.34-$3.36, while maintaining downbeat organic revenue expectations of -2% to 0%, reflecting ongoing weakness in cyclical industrial demand. We note the divergence between orders and revenue performance, suggesting potential for organic sales improvement as order momentum builds.