霍尼韦尔航空航天股价重挫,因供应链压力给航空航天行业复苏前景蒙上阴影

路透中文
Aug 06
BUZZ-<a href="https://laohu8.com/S/HON">霍尼韦尔</a>航空航天股价重挫,因供应链压力给航空航天行业复苏前景蒙上阴影

8月6日 - ** 霍尼韦尔航空航天公司(HONA.O)股价在盘前交易中暴跌10%,此前这家新分拆出来的公司下调了2026年销售增长预期 (link),并发布了疲软的盈利展望,称这是由于供应链问题持续存在

** 该公司表示,随着波音 BA.N 和空客 AIR.PA 逐步扩大生产规模,公司正优先向其交付原始设备,这导致原本用于高利润率售后市场的产能被转移,从而使销售结构变得不那么理想

** 根据伦敦证券交易所集团(LSEG)汇编的数据,HONA目前预计2026年有机销售额增长率为4%至5%(此前为7%至9%),并预测年度调整后每股收益(EPS)为7.60美元至7.90美元,低于分析师平均预期的8.86美元

** 杰富瑞分析师卡亚奥卢(Sheila Kahyaoglu)表示,财报发布后投资者最关心的核心问题是:“一家航空企业为何仅能实现4%的增长?”

** 这一疲软的展望源于第二季度利润和营收未达预期,首席执行官柯里尔(James Currier)表示,解决供应链问题的努力“还不够到位”,未能实现预期的产量增长

** 15位分析师对该股的平均评级为“持有”,目标价中位数为247.50美元,较当前股价高出约22%

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