都福集团股价创新高，业务增长与财务优化成关键

Company Performance Goals - The company has set a profit margin target of 26% for 2026, up from the current 18%, driven by cost control measures and business portfolio adjustments [1] - Operating cash flow for fiscal year 2025 reached $1.334 billion, with plans to utilize cash flow for stock buybacks and strategic acquisitions [1] Business Progress - Expansion in emerging sectors such as clean energy and fuel solutions (25% revenue share) and pump and process solutions (24.46% revenue share) are key growth drivers [2] - The U.S. market is benefiting from a rebound in fuel retail capital expenditure and stable manufacturing demand, while the European vehicle service sector faces industry pressures [2] Institutional Perspectives - As of February 2026, 62% of analysts rated the stock as a buy or hold, with an average target price of $230.56, and Seaport Global raised the target price to $245, citing the company's focus on high-margin areas [3] - The current price-to-earnings ratio (TTM) is 28.9, above the industry average, indicating potential volatility if earnings growth does not meet expectations [3] Industry Policies and Environment - Continued expansion in U.S. manufacturing and investment trends in energy transition may support demand for the company's industrial equipment [4] - Monitoring of policy changes, such as clean energy subsidies, is necessary [4]