异动解读|诺斯罗普格鲁曼盘中上涨3.18%,财报超预期叠加大额军工合同持续提振

行情直击
Jul 28

7月28日,诺斯罗普格鲁曼盘中上涨3.18%,报558.07美元/股,成交额1.21亿美元。

消息面上,公司近期利好密集释放。7月21日发布的Q2财报显示,EPS为7.68美元,大幅超出市场预期的6.84美元;营收108.76亿美元超预期,全年销售指引上调至437.5亿-442.5亿美元区间;季度净新增订单超200亿美元,积压订单达1050亿美元。此外,公司获得美国海军12亿美元E-2D先进鹰眼飞机合同,进一步夯实业绩确定性。投行方面,花旗将目标价从587美元上调至617美元维持买入评级,瑞银上调至685美元,高盛亦小幅上调目标价。军工板块整体表现强劲,同业洛克希德马丁、雷神技术财报后分别大涨10%和8%,板块联动效应明显。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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