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Strong Execution Out of the Gate-20260729
摩根士丹利· 2026-07-29 12:13
July 29, 2026 04:01 AM GMT Innio N.V. | North America Strong Execution Out of the Gate AlphaSignals Earnings Reaction Strengthens our thesis Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research INIO's 2Q earnings results increase our conviction in on-site power demand and the attractive value proposition for the company's market-leading engines: Higher demand, longer backlog visibility, ...