Metallus 過去の業績
過去 基準チェック /26
Metallusの収益は年間平均-40.9%の割合で減少していますが、 Metals and Mining業界の収益は年間 減少しています。収益は年間8.4% 0.7%割合で 減少しています。 Metallusの自己資本利益率は0.4%であり、純利益率は0.2%です。
主要情報
-40.88%
収益成長率
-40.29%
EPS成長率
| Metals and Mining 業界の成長 | 26.40% |
| 収益成長率 | -0.74% |
| 株主資本利益率 | 0.42% |
| ネット・マージン | 0.24% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
Statutory Profit Doesn't Reflect How Good Metallus' (NYSE:MTUS) Earnings Are
The subdued stock price reaction suggests that Metallus Inc.'s ( NYSE:MTUS ) strong earnings didn't offer any...MTUS: Sector Weight View Will Rely On Steady Execution And Buyback Discipline
Analysts have kept Metallus' fair value estimate essentially unchanged at $18.00 per share, citing recent Street research that assigns the stock a Sector Weight rating as the primary support for maintaining this price target. Analyst Commentary Recent Street research initiating coverage with a Sector Weight stance gives investors a neutral reference point around the US$18.00 fair value estimate.MTUS: Buybacks And Labor Agreement Progress Will Support Sector Weight View
Analysts have revised their price target on Metallus to $18.00, aligning with prior fair value estimates. The new target reflects updated views on discount rates, future P/E assumptions, and the recent Sector Weight rating initiation from KeyBanc coverage.MTUS: Buybacks And Labor Progress Will Support Sector Weight Case Into 2026
Analysts have adjusted their outlook on Metallus with a modestly refined price target of about $18.00, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E following the latest sector weight initiation from Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the sector weight stance as consistent with an $18.00 target, suggesting the stock is roughly aligned with peers on risk and return expectations.MTUS: Buybacks And New Labor Agreement Will Support Upside Into 2026
Analysts have modestly lifted their price target on Metallus to $18.00, reflecting small adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E that leave their fair value view unchanged at $18.00. What's in the News From October 1, 2025 to December 31, 2025, Metallus repurchased 70,701 shares, representing 0.17% of shares, for US$1.21 million under its existing buyback program (company disclosure).MTUS: Tentative Labor Agreement And Buybacks Will Underpin Balanced 2026 Outlook
Analysts have revised their price target on Metallus from $20.50 to $18.00, reflecting updated assumptions on revenue growth, profit margins, and future P/E multiples that point to a more reserved outlook for the shares. What's in the News From October 1, 2025 to December 31, 2025, Metallus repurchased 70,701 shares, representing 0.17% of shares, for $1.21 million under its existing buyback program.Metallus Share Price Pullback Bring New Opportunity For Long-Term Investors
Summary Metallus upgraded to Strong Buy with a $32/share price target, reflecting optimism on 2026 growth drivers and undervaluation. MTUS is positioned for volume and pricing tailwinds as new production ramps up, supported by robust aerospace & defense demand and DoD munitions contracts. Operational enhancements, including automation and new furnaces, are set to boost melt utilization and cash flow positive status by e2h26. Risks include potential steel tariff rollbacks impacting pricing power. Read the full article on Seeking AlphaMTUS: Future Returns Will Reflect Canton Labor Deal Progress And Steady Buybacks
Analysts have kept their Metallus fair value target steady at $20.00 while fine tuning assumptions around discount rate, revenue growth, profit margin, and forward P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News Metallus and United Steelworkers (USW) Local 1123 reached a new tentative four year labor agreement after earlier proposals were rejected on October 30 and December 18, 2025.MTUS: Future Returns Will Balance Canton Labor Deal Uncertainty And Ongoing Buybacks
Analysts have nudged their Metallus price target to US$20.00, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that collectively fine tune their outlook rather than overhaul it. What's in the News Metallus and United Steelworkers (USW) Local 1123 reached a new tentative four year labor agreement after earlier proposals were rejected on October 30 and December 18, 2025.MTUS: Future Returns Will Balance Labor Contract Uncertainty And Measured Buyback Support
Analysts have raised their fair value estimate for Metallus from $17.00 to $20.00 per share, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Members of United Steelworkers Local 1123 voted not to ratify a second tentative labor agreement reached on December 4, 2025.MTUS: Future Returns Will Balance Labor Uncertainty And Modest Profit Expectations
Analysts have trimmed their price target on Metallus from 18.00 dollars to 17.00 dollars, reflecting a more cautious view on revenue growth and profit margins. This is partly offset by a higher assumed future earnings multiple.MTUS: Labor Agreement Progress Will Support Share Upside Into 2026
Analysts have nudged their price target on Metallus modestly higher to approximately $20.50 per share, citing slightly increased discount rate and valuation multiple assumptions, while leaving core growth and margin expectations effectively unchanged. What's in the News Metallus and United Steelworkers (USW) Local 1123 reached a new tentative four year labor agreement after members rejected the prior proposal on October 30, 2025, with a second vote date to be announced and the current contract extended to January 29, 2026 (company filing).MTUS: Labor Contract Extension Will Support Positive Momentum Into 2026
Analysts have maintained Metallus's price target at $20.50, citing small revisions to growth and profitability estimates. These changes offset each other and support continued confidence in the company's fair value.MTUS: Ongoing Labor Negotiations Will Drive Momentum After Contract Extension
Narrative Update on Metallus Analysts have lowered their price target for Metallus from $21.00 to $20.50, citing more conservative growth and profit margin forecasts for the company. What's in the News Members of United Steelworkers (USW) Local 1123 voted not to ratify the tentative labor agreement with Metallus.Metallus Inc.'s (NYSE:MTUS) Price Is Right But Growth Is Lacking
With a price-to-sales (or "P/S") ratio of 0.7x Metallus Inc. ( NYSE:MTUS ) may be sending very bullish signals at the...Estimating The Fair Value Of Metallus Inc. (NYSE:MTUS)
Key Insights Metallus' estimated fair value is US$16.95 based on 2 Stage Free Cash Flow to Equity Metallus' US$16.58...Market Cool On Metallus Inc.'s (NYSE:MTUS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.5x Metallus Inc. ( NYSE:MTUS ) is a stock worth checking...Metallus (NYSE:MTUS) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...We Think You Can Look Beyond Metallus' (NYSE:MTUS) Lackluster Earnings
Investors were disappointed with the weak earnings posted by Metallus Inc. ( NYSE:MTUS ). However, our analysis...Metallus (NYSE:MTUS) Is Experiencing Growth In Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is Metallus (NYSE:MTUS) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Metallus (NYSE:MTUS) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Decisive Investments In Safety And Tech Set To Sharpen Competitive Edge In Aerospace And Defense
Strategic investments in safety and technology aim to enhance operational efficiencies and employee productivity, reducing costs and improving net margins.The Market Doesn't Like What It Sees From Metallus Inc.'s (NYSE:MTUS) Revenues Yet As Shares Tumble 29%
Metallus Inc. ( NYSE:MTUS ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Is Metallus (NYSE:MTUS) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Investors Will Want Metallus' (NYSE:MTUS) Growth In ROCE To Persist
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Do Metallus' (NYSE:MTUS) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Investors Will Want TimkenSteel's (NYSE:TMST) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Calculating The Fair Value Of TimkenSteel Corporation (NYSE:TMST)
Key Insights TimkenSteel's estimated fair value is US$18.13 based on 2 Stage Free Cash Flow to Equity Current share...Additional Headwinds Lie Ahead For TimkenSteel
Summary TimkenSteel stock receives a Hold rating due to uncertain short-term outlook for the company and the steel producers in general. The company's profitability has underperformed with lower sales and decreased EBITDA margins. Adverse macroeconomic and operational factors are expected to push the share price lower in the near future. Read the full article on Seeking AlphaTimkenSteel's (NYSE:TMST) Returns On Capital Are Heading Higher
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Here's Why TimkenSteel (NYSE:TMST) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...TimkenSteel Corporation - Looks Like A Buy Despite Recent Run-Up
Summary TimkenSteel Corporation (TMST) has seen a rebound in its share price after a low point of $15.7 per share, with net sales increasing by 32% sequentially to $323 million. The company returned over $28 million to shareholders, more than its net income for the quarter, with strong shareholder incentives from management making TMST a recommended buy. Despite the cyclical nature of the steel industry and potential risks, TMST's strong financial position, zero debt, and ability to support strong yearly buybacks make it a good investment for exposure to the steel industry. Read the full article on Seeking AlphaCalculating The Fair Value Of TimkenSteel Corporation (NYSE:TMST)
Key Insights TimkenSteel's estimated fair value is US$16.99 based on 2 Stage Free Cash Flow to Equity TimkenSteel's...TimkenSteel (NYSE:TMST) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...TimkenSteel Q4 2022 Earnings Preview
TimkenSteel (NYSE:TMST) is scheduled to announce Q4 earnings results on Wednesday, February 22nd, after market close. The consensus EPS Estimate is -$0.26 and the consensus Revenue Estimate is $321.4M (-5.0% Y/Y). Over the last 2 years, TMST has beaten EPS estimates 63% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 2 downward.Investors Shouldn't Overlook TimkenSteel's (NYSE:TMST) Impressive Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...TimkenSteel: Key Macro And Business Implications To Monitor
Summary Within the steel industry, TimkenSteel Corporation has a Hold rating as the company's outlook remains unclear due to macroeconomic and corporate factors. Investors are awaiting signs that melt utilization will recover to early 2022 levels following the July 2022 explosion at TimkenSteel's Faircrest plant. The company expects demand for TimkenSteel steel products to be resilient in all end markets in 2023 amid the possibility of a mild recession. Conflicting Factors Make It Difficult To Forecast How Steel Prices Will Develop Today, more than ever, it is virtually impossible to predict the next evolution of the price of steel, one of the most widely used basic materials across industries worldwide, due to the numerous factors at play that work in the opposite direction. Based on the current situation in the People's Republic of China, where the lifting of zero-tolerance measures against COVID-19 will lead to a strong recovery in housing, construction, mining and manufacturing activities, global demand for steel products may gain momentum, as China is the world's largest consumer of “apparent steel.” Statista.com analysts clarify that the apparent steel metric is used to measure demand for steel products, as the metric is calculated by subtracting net exports of steel products from production plus net imports. But with sanctions on Russia and the decline in U.S. industrial production and U.S. retail sales, not to mention job cuts at multinationals and the recession risk in the European Union due to the ECB's hawkish stance, the headwinds will not only further impact steel demand and weigh on various end markets, but could also depress steel product prices. Therefore, it would be prudent not to go beyond a Hold stance on shares of publicly traded companies manufacturing steel products, as very uncertain timing means a very high risk of misjudgment. TimkenSteel Corporation Stock Is A “Hold” For example, TimkenSteel Corporation (TMST) is given a Hold rating, as the company's prospects remain unclear due to the following factors. This is due, among other things, to lower shipments and market-driven reductions in per tonne surcharges impacting profitability, while demand for steel products is still rated by the company as strong in all end markets based on customer backlogs and 2023 production capacity commitments. TimkenSteel Corporation In The Basic Materials Sector Headquartered in Canton, Ohio, TimkenSteel Corporation produces high-performance carbon steel and alloy steel products from recycled scrap metal at its Canton manufacturing facility. The company offers its products to a variety of end markets in the automotive, energy, industrial equipment, mining, construction, railroad, defense and agriculture industries. The company's products consist primarily of alloy steel bars (diameter up to 16 inches), seamless mechanical tubing, and various fabricated components. With more than 100 years of experience in manufacturing high-quality steel tubes, TimkenSteel Corporation is a leading manufacturer in the United States bar steel industry with total sales of $1.3 billion in 2021 and employs approximately 1,725 people. The Situation Of The Operation As Of Q3 2022 The company recently reported an issue related to lower sales volumes, the main cause being the incident at TimkenSteel's Faircrest plant in July that impacted the availability of the inventory of steel products for shipment and resulted in lower shipments. On July 26, 2022, three workers were seriously injured in the explosion at TimkenSteel's Faircrest plant. The reason for the incident was the fire that broke out in the area of the melting plant, in which a blast furnace was involved. Several other incidents occurred in the past and resulted in TimkenSteel being subpoenaed by OSHA, part of the U.S. Department of Labor, for safety violations. The melt's utilization rate was halved as a result of the incident, and subsequently the operational shortcoming was reflected in uncovered fixed costs which, together with other costs from ramping up the production and higher maintenance and repair costs, reduced profitability. In addition, there are currently factors such as inflation, for which the company has little leeway, but which nonetheless affect operating costs. Relevant Financial Results From Q3 2022 So, for the third quarter of 2022, the company reported net sales of $316.8 million, down 7.8% year-on-year, and on an adjusted basis, the company reported a net loss of $4.1 million, or a diluted net loss of $0.09 per share. On an adjusted basis, the company also reported an EBITDA of $10.8 million, down 85% year over year, while the EBITDA Margin of 3.4% of total sales compared to 20.9% in the prior-year quarter. TimkenSteel Corporation shipped 158,500 tons of steel products in Q3 2022, down 25% from Q3 2021 due to the melt incident in July 2022. As of September 30, 2022, total cash and cash equivalents reached a record $262.5 million. Total liquidity, including the credit facility due September 30, 2022, was $487.2 million. The financial position of TimkenSteel Corporation appears to be on solid footing. This rating is primarily driven by an Interest Coverage Ratio of 54.4, indicating that the US steelmaker has no difficulty paying interest charges due to its borrowings. The interest coverage ratio is calculated as a 12-month trailing operating income of $217.7 million divided by a 12-month trailing interest expense of $4 million. The Altman Z-Score, which measures the likelihood of the company going bankrupt, currently shows no risk as it indicates safe areas at 3.35. If the ratio is less than or equal to 1.8, there is a high risk of bankruptcy within a few years, associated with financial distress. A ratio that fluctuates between 1.8 and 3 warns that the company may go bankrupt, but this is less likely than in areas of financial distress. Operations Improve However, melt utilization is gradually improving due to progress in monthly production ramp-ups, and if the utilization ratio has recovered to 60% in the last quarter of 2022, that means the asset has a high chance to return to pre-incident levels of around 85% in the first quarter of 2023. The operating and financial results for the last quarter of 2022, which TimkenSteel Corporation is expected to publish on February 23, 2023, will provide a good indication of whether the melt's utilization rate is on track to achieve above recovery level. If the fourth quarter 2022 earnings report indicates that the company is bullish on the recovery in melt utilization rate, the information could potentially have a positive impact on the stock price as the restored facility helps address issues that have hitherto impacted inventory levels and the profitability of the operation. If the melt utilization recovery is on track, TimkenSteel Corporation would send a strong signal to its shareholders, who are waiting for their holding to catch up on a backlog of customer orders and exploit production capacity. With the Q3 2022 earnings report, the U.S. steelmaker estimated that more than 300,000 tons of steel products had to be shipped, while production capacity was already almost fully deployed for customer orders in 2023. Inflationary Pressures and the Likelihood of a Soft Landing for the Economy There are inflationary or market factors that may affect the TimkenSteel Corporation's profitability through increased expenditure on inputs or unfavorable changes in the surcharge revenue per ton and in the prices of the steel products the company sells in the various markets. The profitability of TimkenSteel Corporation and other competitors is being challenged by a highly uncertain environment that leaves shareholders with a clear question mark as to whether prices and other terms will be more or less favorable in 2023 than in 2022. In terms of annual price agreements with customers, TimkenSteel Corporation expects better prices in 2023 than in 2022. While inflationary pressures should ease on an effectively aggressive rate hike by the US Federal Reserve, which may decide to implement lower rate hikes from now onward, but not the ECB, which is expected to proceed with 50 basis point hikes. Should a mild or no recession materialize, with the first scenario being more likely than the second, the impact on steel demand could be much smaller than expected. About the supply side, this is currently being impacted by a sharp drop in shipments from Brazil's key producers and disruptions to stable exports from Australia, a leading steel-producing country in the world, due to Tropical Storm Ellie. So, supply and demand could create a very attractive pricing environment for TimkenSteel Corporation. Stock Valuation Driven by an 18% rise in the price of steel, TimkenSteel Corporation shares have also recovered somewhat from the slump that occurred in the early June 2022 to late September 2022 period, and at the time of writing, they were trading at $18.85 per share. Source: Seeking Alpha The stock has a market cap of $825.80 million and a 52-week range of $12.67 to $26.23. Shares are almost on par with the long-term trend of the 200-day simple moving average line of $18.54. They are also below the middle point of $19.45 of the 52-week range. As a result, TimkenSteel Corporation shares are trading at low levels compared to recent market valuations. The near-term outlook for steel product demand and prices is encouraging and the company should be able to capitalize on the outlook when it resumes operations at its Faircrest, Ohio plant, which is recovering from the July accident in 2022.収支内訳
Metallus の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,186 | 3 | 89 | 0 |
| 31 Dec 25 | 1,158 | -1 | 95 | 0 |
| 30 Sep 25 | 1,132 | -8 | 95 | 0 |
| 30 Jun 25 | 1,053 | -22 | 93 | 0 |
| 31 Mar 25 | 1,043 | -21 | 92 | 0 |
| 31 Dec 24 | 1,084 | 1 | 92 | 0 |
| 30 Sep 24 | 1,172 | 24 | 126 | 0 |
| 30 Jun 24 | 1,299 | 55 | 123 | 0 |
| 31 Mar 24 | 1,361 | 79 | 122 | 0 |
| 31 Dec 23 | 1,362 | 69 | 121 | 0 |
| 30 Sep 23 | 1,280 | 35 | 79 | 0 |
| 30 Jun 23 | 1,242 | -3 | 78 | 0 |
| 31 Mar 23 | 1,301 | 42 | 37 | 0 |
| 31 Dec 22 | 1,330 | 65 | 18 | 0 |
| 30 Sep 22 | 1,423 | 155 | -15 | 0 |
| 30 Jun 22 | 1,450 | 219 | -20 | 0 |
| 31 Mar 22 | 1,361 | 198 | 13 | 0 |
| 31 Dec 21 | 1,283 | 171 | 20 | 0 |
| 30 Sep 21 | 1,156 | 101 | 56 | 2 |
| 30 Jun 21 | 1,018 | 37 | 49 | 2 |
| 31 Mar 21 | 845 | -32 | 47 | 2 |
| 31 Dec 20 | 831 | -62 | 65 | 0 |
| 30 Sep 20 | 846 | -134 | 105 | 4 |
| 30 Jun 20 | 915 | -137 | 114 | 4 |
| 31 Mar 20 | 1,098 | -133 | 126 | 4 |
| 31 Dec 19 | 1,209 | -110 | 111 | 4 |
| 30 Sep 19 | 1,388 | -43 | 109 | 8 |
| 30 Jun 19 | 1,524 | -25 | 110 | 8 |
| 31 Mar 19 | 1,601 | -5 | 109 | 8 |
| 31 Dec 18 | 1,611 | -10 | 108 | 8 |
| 30 Sep 18 | 1,546 | -26 | 84 | 8 |
| 30 Jun 18 | 1,475 | -33 | 79 | 8 |
| 31 Mar 18 | 1,401 | -40 | 82 | 8 |
| 31 Dec 17 | 1,329 | -31 | 87 | 8 |
| 30 Sep 17 | 1,203 | -77 | 73 | 8 |
| 30 Jun 17 | 1,077 | -93 | 82 | 8 |
| 31 Mar 17 | 961 | -101 | 83 | 8 |
| 31 Dec 16 | 870 | -105 | 149 | 8 |
| 30 Sep 16 | 861 | -35 | 78 | 9 |
| 30 Jun 16 | 880 | -44 | 83 | 9 |
| 31 Mar 16 | 935 | -62 | 90 | 9 |
| 31 Dec 15 | 1,106 | -45 | 99 | 9 |
| 30 Sep 15 | 1,308 | -32 | 108 | 9 |
| 30 Jun 15 | 1,509 | 25 | 112 | 9 |
質の高い収益: MTUSには$6.7M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: MTUS過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: MTUS過去 5 年間で収益を上げており、収益は年間-40.9%増加しています。
成長の加速: MTUSは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: MTUS昨年収益を上げたため、昨年の収益成長をMetals and Mining業界 ( 77.8% ) と比較することは困難です。
株主資本利益率
高いROE: MTUSの 自己資本利益率 ( 0.4% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日(UTC時間) |
|---|---|
| 企業分析 | 2026/05/27 06:51 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Metallus Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| Seth Rosenfeld | BNP Paribas |
| Martin Englert | Jefferies LLC |
| Michael Gambardella | J.P. Morgan |