雷神技术公司(RTX)周二盘前股价大涨5.52%,引发市场广泛关注。主要原因来自公司近期公布的2024年第四季度财报,实现营收和利润双超预期的亮眼业绩。
具体来看,RTX第四季度营收达到216.2亿美元,超出分析师预期的205亿美元;同时调整后每股收益为1.54美元,也高于1.38美元的预期值。
支撑RTX业绩超预期的主要因素包括:其一,由于新飞机出现供应链问题暂缓生产,航空公司转而使用较老旧机型,导致对RTX的飞机零件及维修服务需求大增;其二,俄罗斯入侵乌克兰的战争持续,推高了RTX防务部门生产的爱国者防空导弹需求。整体来看,RTX在客机维修和军用武器两大业务领域均有不错表现,推动了公司当季利润显著增长。
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