智通财经APP呼吸，摩根士丹利维持对航天部件制造商Loar(LOAR.US)的“买入”评级，目标价为100美元。
分析师Kristine Liwag表示，此次重申的看涨情绪是基于该公司2025年第一季度强劲的业绩以及对2025年前景的上调。
2025财年第一季度，公司净销售额达1.147亿美元，同比增长24.8%。增长主要得益于国防、商用售后市场和商用原始设备制造商（OEM）领域的强劲需求。值得注意的是，净利润也从去年的1310万美元增长至1530万美元。管理层指出，受多个平台强劲需求以及新产品发布带来的市场份额提升的推动，国防业务销售额飙升了30%。
Loar 还指出，其所有市场领域的订单量和未交付订单量均创历史新高。因此，管理层将全年净销售额预期从此前预期的 4.8 亿美元和 4.88 亿美元上调至 4.82 亿美元和 4.9 亿美元。
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