Astronics(ATRO)股价大涨接近16% 二季度财报录得2.5996亿美元

金吾财讯
Aug 12

金吾财讯 | Astronics(ATRO)周三盘中股价大涨接近16%,市场对该企业二季度财报以及上调后的业绩指引给出积极反馈,核心经营数据全面跑赢华尔街一致预期。这家企业主要面向航空航天、国防以及各类高可靠性关键任务行业输出技术硬件与配套产品,二季度销售额同比增长27%,录得2.5996亿美元,较市场共识高出1466万美元,调整后每股盈利0.70美元,同样超出市场预期0.09美元。拆分业务板块来看,航空航天业务成为拉动整体营收的核心动力,板块营收同比上涨 22.6%,其中测试系统业务增幅达到105.1%。企业方面解释,增长来源于连接组件与客运电力相关产品的持续旺盛需求,商业运输市场以及VVIP特殊应用领域订单表现尤为突出。二季度期末公司积压订单创下7.806亿美元的历史新高,大约82%的积压订单会在未来十二个月转化为实际营收,公司首席执行官Peter Gundermann对外表态,企业经营动能会在下半年继续放大。与此同时公司上调后续收入预期,全年营收区间上调至 10.2-10.4亿美元,市场此前一致预期仅为9.8637亿美元。第三季度营收指引落在2.65-2.75亿美元,对比市场预期2.5299亿美元存在明显上修。另外企业预估IEEPA关税退还金额区间在600万至800万美元,不过暂未明确资金实际到账的具体时间点,该笔款项也会成为后续潜在的财务增量。高额在手订单叠加上调指引,共同推动资本市场对公司的估值修复。

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