异动解读 | TransDigm集团盘中大跌6.44%,业绩超预期难抵CEO离职影响

异动解读
07 May

航空航天供应商TransDigm集团(TDG.N)周二盘中大跌6.44%,报1385美元。尽管公司第二季度业绩超出预期,但首席执行官即将离职的消息似乎引发了投资者的担忧。

根据公司发布的财报,TransDigm第二季度调整后每股收益为9.11美元,高于分析师平均预期的8.95美元。公司销售额为21.5亿美元,略低于分析师预期的21.7亿美元。强劲的航空零部件售后市场需求推动了公司业绩的增长。

然而,市场似乎更关注公司高层的变动。TransDigm宣布,联合首席运营官Mike Lisman将接替Kevin Stein担任首席执行官一职。这一高层变动可能引发了投资者对公司未来发展方向的担忧,从而导致股价下跌。值得注意的是,尽管出现短期波动,但分析师对TransDigm仍保持乐观态度。在23家券商中,19家给出"买入"或更高评级,4家给出"持有"评级,他们对公司的目标价中值为1500美元。

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