韩国航空航天工业（Korea Aerospace Industries）二季度盈利料将出现下滑，但分析师预计下半年将迎来强劲复苏。韩国投资证券分析师N.H. Jang在最新报告中指出，由于该公司2025年度大部分订单将从7月起开始确认收入，预计其4-6月营业利润同比下滑7.9%。
不过业绩颓势或为暂时现象。Jang预测该公司三季度营业利润将同比跃升26%，四季度更将实现近两倍增长。其分析显示，这家军用飞机制造商的年度盈利增长轨迹依然稳固，2025年营业利润预计增长38%，2026年增幅将达30%。
当前业绩波动主要源于收入确认周期调整，随着下半年新型号交付量提升及订单加速落地，公司盈利动能有望显著增强。航空航天产业特有的长周期特性，使得季度业绩波动往往掩盖其长期成长潜力。
（本文根据道琼斯通讯社报道编译）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.