异动解读 | 莱多斯控股业绩超预期并上调全年展望,股价盘中大涨7.71%

异动解读
Aug 06

国防承包商莱多斯控股公司(Leidos Holdings Inc,股票代码:LDOS)周二盘中股价大涨7.71%,主要受到该公司发布强劲财报和上调全年盈利预期的推动。

根据公司公布的最新财报,莱多斯控股第二季度调整后每股收益达到3.21美元,显著高于分析师平均预期的2.66美元。公司季度营收同比增长2.9%至42.5亿美元,同样超过市场预期的42.4亿美元。强劲的财务表现反映了公司在国防和技术服务领域的持续增长。

更引人注目的是,莱多斯控股上调了2025年全年调整后利润预期,从此前的每股10.35美元至10.75美元,提高到每股11.15美元至11.45美元。这一上调反映了公司对未来业务前景的信心,尤其是在当前地缘政治紧张局势下,市场对其技术服务和弹药的需求持续强劲。虽然公司略微缩小了全年营收预期范围,但投资者似乎更加关注利润增长前景。

莱多斯控股的业务涵盖为政府机构和商业客户提供技术服务,以及制造无人机和空中防御系统等。公司在国防、情报、民用和医疗市场都有广泛布局,这种多元化的业务组合在当前的全球环境下显示出了强大的韧性和增长潜力。

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