7月23日周三盘中,通用动力(General Dynamics)股价大涨5.17%,引发市场广泛关注。此轮涨势主要受该公司发布的强劲第二季度财报推动。
财报显示,通用动力第二季度营收达130.4亿美元,显著超出市场预期的123.9亿美元;每股收益(EPS)为3.74美元,同样高于分析师预估的3.55美元。公司核心业务板块表现亮眼,其中海洋系统部门收入同比增长22.2%,航空航天部门收入增长4.1%,飞机交付量增至38架。
值得注意的是,通用动力本季度新增订单创下历史新高,达到283亿美元,订单出货比高达2.2倍。截至季末,公司未交付订单总额攀升至1037亿美元,同比增长13.6%,为未来业绩增长提供了强有力支撑。市场分析人士普遍认为,通用动力在国防和航空领域的优势地位,加上订单储备的持续增长,有望推动公司在未来几个季度保持良好增长态势。
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