美国电气设备-三季度前瞻:增长有望持续,关注价格与成本变化-US Electrical Equipment 3Q Preview Durable Growth Likely PriceCost a Watch Item
12 Oct 2026 04:00:00 ET │ 80 pages Ac t i o n | 3Q Preview: Durable Growth Likely; Price/Cost a Watch Item CITI'S TAKE We remain largely constructive on Multis ahead of 3Q earnings as a combination of durable secular tailwinds led by data center-related infrastructure investment and likely still improving/broadening short-cycle demand we think should support solid topline momentum and durable earnings expectations. That said, we are also attuned to risk factors such as potential price vs. cost headwinds giv ...