异动解读 | 豪迈航空航天盘前大涨6.18%,因第一季度利润预期高于预期

异动解读
Feb 12

豪迈航空航天公司(HWM)今日盘前股价大涨6.18%,引起了市场的广泛关注。

消息面上,该公司预测2026年第一季度调整后每股利润将高于华尔街预期,主要受益于航空航天行业对飞机和零部件的强劲需求。根据LSEG数据,公司预计第一季度调整后每股利润在1.09美元至1.11美元之间,高于分析师预计的1.02美元。

此外,公司公布的2025年第四季度调整后利润为每股1.05美元,也高于市场预期。首席执行官约翰·普兰特表示,第四季度收入同比增长加速至15%,反映了商业航空航天、国防航空航天和燃气轮机市场的健康增长。乘客旅行需求强劲推动航空公司扩大机队,进而促使飞机制造商提高产量,为豪迈航空航天等零部件供应商带来了持续的业务机会。

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