异动解读 | 预测2026年利润高于预期,GE航空航天盘前大涨5.68%

异动解读
Jan 22

GE航空航天(GE)今日盘前股价大涨5.68%,引起了市场的广泛关注。

消息面上,公司发布了2026年财务预测,预计调整后营业利润将达到98.5亿美元至102.5亿美元。同时,公司预测2026年调整后每股利润在7.10美元至7.40美元之间,高于分析师普遍预期的每股7.11美元。

公司利润预期向好的主要原因是其高利润率的售后市场业务需求强劲。由于新飞机供应持续紧张,航空公司不得不优先考虑现有飞机的维护和修理支出,这直接推动了通用电气航空航天集团在零部件和服务方面的收入增长。公司预计其商用发动机和服务部门收入将有百分之十几的增长,整体调整后营收也将在较低的两位数百分比范围内增长。

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