[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod3ff7d7d":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod3ff7d7d","燃油涨价也挡不住航空需求！GE航空航天(GE)Q3营收增16%超预期，连续第八次上调指引","\u002Fdoc\u002Fdciod3ff7d7d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，GE航空航天(GE)周二美股盘前发布2026年第三季度财报。公司营收和调整后每股收益均超市场预期，并再度上调全年盈利和自由现金流指引，显示航空发动机备件和维护服务需求仍强劲，尽管航空燃油价格回升引发行业担忧。财报发布后，公司股价盘前一度上涨近3%，截至发稿，该股转跌约1%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报显示，GE航空航天第三季度营收同比增长16%至141.2亿美元;调整后营收132.9亿美元，高于LSEG IBES一致预期的128.7亿美元，同比增长约18%。调整后每股收益为2.25美元，显著高于预期的2.01美元，同比增长约36%。GAAP口径下，持续经营每股收益为2.32美元;净利润28亿美元，同比增长12%;营业利润30亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>订单端继续提供能见度。本季订单额190亿美元，商业服务订单储备超过1700亿美元。细分来看，当季商用发动机与服务(CES)订单153亿美元，同比大增58%。CES收入103.4亿美元，同比增长21%;国防与推进技术(DPT)收入34.7亿美元，同比增长7%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该公司称，这一储备规模直接支撑管理层对服务收入的判断，并预计2027年商业服务业务将实现低双位数增长;相比之下，今年CES业务收入预计增长“低二十几个百分点”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>全年指引的再度上调是本次财报的核心看点。调整后EPS指引从第二季度时的7.65—7.85美元抬升至8.00—8.10美元，中值8.05美元较原区间上沿高出0.20美元;市场共识为7.92美元，新指引中值已高于共识约1.6%。自由现金流指引同步从89—92亿美元上调至91—94亿美元，市场预期约91.2亿美元。公司还上调了自由现金流和营业利润预测;调整后营收增速指引维持在约19%—20%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得注意的是，这是该公司自2024年1月以来第八次上调指引。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>作为全球最大喷气发动机制造商，GE航空航天继续受益于航空公司维持机队运营所需的备件和维护服务需求。该业务自疫情以来快速增长。不过，美国与伊朗冲突及随后燃油价格跳升，令市场担忧航空业能否维持近期动能;2月美以对伊朗发动打击后，部分航司削减飞行计划，航空燃油价格在夏季回落后近期再度上涨。本周多家美国大型航司将公布最新季度业绩并提供业务更新。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>供应链和订单方面，公司9月同意以近120亿美元收购Consolidated Precision Products，将一批对航空航天和防务产品至关重要的高度工程化铸件纳入组合。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该公司还与印度航司IndiGo签署谅解备忘录，订购超过1000台LEAP-1A发动机，为510架空客A320neo系列飞机提供动力;这是CFM International获得的最大单笔发动机订单，CFM为GE与赛峰集团的合资企业。此外，菲律宾航空选择GEnx-1B发动机用于15架波音787-10，航空租赁公司AerCap选择GEnx-1B用于15架波音787梦想飞机。公司称，年初至今商业服务收入增长26%，发动机总交付量增长21%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]