雷神技术公司(RTX)今日盘中大跌5.07%,引发投资者关注。此次股价下跌主要源于公司下调了2025年的利润预期。
据报道,雷神技术将2025年调整后每股利润预期下调至5.80美元至5.95美元之间,低于此前预测的每股6.00美元至6.15美元。公司表示,这一调整主要是由于美国总统特朗普贸易战带来的关税成本影响。特朗普对进口铝和钢材征收的关税使市场笼罩在不确定性之中,可能给本已紧张的供应链增加压力。
尽管面临利润预期下调的挑战,雷神技术仍然展现出一些积极因素。公司公布的第二季度业绩显示,销售额达到216亿美元,同比增长9%。同时,公司上调了2025年调整后的销售额预期,从830亿至840亿美元上调至847.5亿至855亿美元之间。这表明公司在发动机和售后服务需求方面仍然保持强劲。此外,雷神的防务业务需求依然强劲,其"爱国者"防空系统在乌克兰战场上的广泛应用也为公司带来了积极影响。
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