异动解读 | 业绩超预期并上调全年利润预期,Leidos盘中大涨5.08%

异动解读
Nov 04, 2025

周二盘中,国防承包商莱多斯控股公司(Leidos Holdings Inc,股票代码:LDOS)股价大涨5.08%,引发市场关注。这一涨幅主要源于公司发布的第三季度财报超出市场预期,并上调了全年利润预期。

根据财报显示,Leidos第三季度调整后每股收益达3.05美元,远超分析师预估的2.71美元。公司季度营收同比增长6.7%至44.7亿美元,同样高于华尔街预期的42.8亿美元。受此鼓舞,Leidos上调了全年每股利润预期区间,从此前的11.15美元至11.45美元提高至11.45美元至11.75美元。与此同时,公司维持了全年170亿至172.5亿美元的收入预期不变。

分析人士指出,在俄乌冲突和中东局势持续紧张的背景下,全球国防开支增加,Leidos等国防承包商从中受益。作为一家以向政府机构提供网络安全、管理技术服务以及无人机和航空系统而闻名的公司,Leidos的业绩增长反映了市场对其产品和服务的强劲需求,特别是在弹药领域。这一利好消息推动了投资者对公司未来发展前景的信心,从而带动股价显著上涨。

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