博思艾伦国安业务势头强劲,抵消民用板块不确定性

投资观察
Oct 23

0859 ET——今年7月,博思艾伦咨询公司首席执行官霍拉西奥·罗赞斯基曾预判,随着政府财年临近尾声,联邦预算流程将笼罩一定的不确定性。如今,罗赞斯基表示这一预判已然应验:“第二季度期间,我们确实看到了这些动态的演绎,”他在与分析师的电话会议上如是说。不过,罗赞斯基指出,博思艾伦国家安全业务组合持续展现的强劲势头,有效对冲了民用业务板块所面临的不确定性。“对先进技术解决方案和产品的需求依然旺盛,背后驱动力在于改造国家最关键使命的紧迫性日益上升,”他表示,并补充说博思艾伦正通过创新和投资来满足这些需求。该公司上调全年盈利展望后,股价盘前上涨0.5%。

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