异动解读 | 通用动力季度业绩超预期,公务机交付强劲推动股价盘中大涨5.10%

异动解读
Oct 24, 2025

周五盘中,通用动力(General Dynamics,股票代码:GD)股价大涨5.10%,投资者对公司发布的强劲第三季度财报反应积极。

根据公司公布的财报,通用动力第三季度调整后每股收益达3.88美元,显著高于分析师预期的3.70美元。季度收入增长10.6%至129.1亿美元,同样超过华尔街分析师预计的125.7亿美元。这一亮眼业绩主要得益于公司旗下湾流(Gulfstream)公务机业务的强劲表现。

通用动力首席执行官菲比·诺瓦科维奇(Phebe Novakovic)表示:"虽然公司所有部门的收益都有所增长,但航空航天部门的表现尤其令人印象深刻。"数据显示,湾流飞机的交付量从去年同期的28架大幅增加至本季度的39架,推动航空航天部门季度收入同比增长30%。此外,公司高管在电话会议上透露,G700和G800喷气机的生产工时季度环比下降,供应链改善迹象显现,这进一步增强了投资者对公司未来业绩的信心。

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