<p>威廉·布莱尔分析师布莱恩·德拉布维持了对 THR 股票的看涨态度，昨日给予买入评级。</p>
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<p>布莱恩·德拉布给予买入评级是基于多个因素，这些因素突显了 Thermon Group Holdings 强劲的财务表现和良好的未来前景。该公司最近在宣布强劲的季度业绩后，其股票价值显著上升，业绩在收入、调整后 EBITDA 和调整后每股收益方面均超出市场预期。这一积极结果部分归因于公司成功克服了之前的积压转化延迟，并改善了客户的消费模式。</p>
<p>此外，Thermon 在生产力和成本节约方面的战略举措有效抵消了来自资本支出收入增加的任何负面影响，而这通常具有较低的利润率。公司的项目收入得益于重大液化天然气项目的胜利，预计在各个市场的大型项目中将继续增长。此外，Thermon 在数据中心市场的扩展以及中压加热器机会的预期增长预计将在未来几年对收入增长产生重要贡献。对 2026 财年的指导上调进一步强调了公司的强劲增长轨迹。</p>
<p>在昨日发布的另一份报告中，TR | OpenAI – 4o 也将该股票升级为买入，目标价为 33.00 美元。</p>

Thermon集团控股

<p>威廉·布莱尔分析师布莱恩·德拉布（Brian Drab）对 Thermon 集团控股（THR）维持了买入评级，原因是其强劲的财务表现和良好的增长前景。该公司最近的季度业绩在收入、调整后的 EBITDA 和调整后的每股收益方面均超出预期，这得益于客户支出的改善和订单积压的恢复。生产力和成本节约的战略举措减轻了资本支出增加的影响。预计将从液化天然气项目的胜利、数据中心市场的扩展以及中压加热器机会中实现增长，2026 财年的指引也进行了上调。另一份报告也将该股票升级为买入，目标价为 33.00 美元</p>

<p>William Blair analyst Brian Drab has maintained their bullish stance on THR stock, giving a Buy rating yesterday.</p>
<div class="lb-trans"><p>威廉·布莱尔分析师布莱恩·德拉布维持了对 THR 股票的看涨态度，昨日给予买入评级。</p>
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</div><p>Brian Drab has given his Buy rating due to a combination of factors that highlight Thermon Group Holdings’ strong financial performance and promising future prospects. The company recently experienced a significant rise in its stock value following the announcement of a robust quarterly performance, which surpassed market expectations in terms of revenue, adjusted EBITDA, and adjusted EPS. This positive outcome was partly due to the company’s successful recovery from previous backlog conversion delays and an improvement in customer spending patterns.</p>
<div class="lb-trans"><p>布莱恩·德拉布给予买入评级是基于多个因素，这些因素突显了 Thermon Group Holdings 强劲的财务表现和良好的未来前景。该公司最近在宣布强劲的季度业绩后，其股票价值显著上升，业绩在收入、调整后 EBITDA 和调整后每股收益方面均超出市场预期。这一积极结果部分归因于公司成功克服了之前的积压转化延迟，并改善了客户的消费模式。</p>
</div><p>Moreover, Thermon’s strategic initiatives in productivity and cost savings have effectively countered any negative impacts from increased capital expenditure revenue, which typically has lower margins. The company’s project revenue was bolstered by significant LNG project wins, with expectations for continued growth from large projects across various markets. Additionally, Thermon’s expansion into the data center market and the anticipated growth from medium-voltage heater opportunities are expected to contribute significantly to revenue growth in the coming years. The upward revision of fiscal 2026 guidance further underscores the company’s strong growth trajectory.</p>
<div class="lb-trans"><p>此外，Thermon 在生产力和成本节约方面的战略举措有效抵消了来自资本支出收入增加的任何负面影响，而这通常具有较低的利润率。公司的项目收入得益于重大液化天然气项目的胜利，预计在各个市场的大型项目中将继续增长。此外，Thermon 在数据中心市场的扩展以及中压加热器机会的预期增长预计将在未来几年对收入增长产生重要贡献。对 2026 财年的指导上调进一步强调了公司的强劲增长轨迹。</p>
</div><p>In another report released yesterday, TR | OpenAI – 4o also upgraded the stock to a Buy with a $33.00 price target.</p>
<div class="lb-trans"><p>在昨日发布的另一份报告中，TR | OpenAI – 4o 也将该股票升级为买入，目标价为 33.00 美元。</p>
</div>

Thermon 集团控股：强劲的财务表现和良好的增长前景推动买入评级