异动解读 | 洛克希德马丁Q2业绩大幅下滑,股价盘中暴跌8.57%

异动解读
Jul 22, 2025

周二盘中,美国最大国防承包商洛克希德马丁(LMT)股价大跌8.57%,引发市场广泛关注。此次股价暴跌主要源于公司公布的第二季度业绩远低于市场预期,以及下调全年利润指引。

财报显示,洛克希德马丁第二季度净利润从去年同期的16.4亿美元骤降至3.42亿美元,同比下滑约80%。公司表示,这一业绩下滑主要是由于在航空部门的一个机密项目和西科斯基直升机部门的国际项目上承担了高达16亿美元的损失。受此影响,公司将2025年全年每股收益预期从此前的最高27.30美元下调至21.70-22美元之间。

值得注意的是,与洛克希德马丁形成鲜明对比的是,其竞争对手诺斯罗普格鲁曼(NOC)同日上调了今年的盈利预期,主要得益于"哨兵"弹道导弹项目的进展。这一反差进一步加剧了投资者对洛克希德马丁未来业绩表现的担忧,导致其股价在盘中出现大幅下挫。

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