美国国防承包商诺斯罗普格鲁曼(Northrop Grumman)今日盘中大跌10.69%,股价重挫主要源于公司公布的第一季度业绩大幅低于市场预期。
根据公司财报,诺斯罗普格鲁曼第一季度利润同比下降49%,每股收益仅为3.32美元,远低于去年同期的6.32美元。公司销售额为94.7亿美元,同比下降7%,并未达到分析师平均预期的99.2亿美元。业绩下滑的主要原因是B-21隐形轰炸机项目因制造成本上升而出现4.77亿美元的亏损。
除业绩不佳外,诺斯罗普格鲁曼还下调了全年盈利预期,进一步打击了投资者信心。分析人士指出,美国总统特朗普的贸易政策给国防承包商带来了不确定性,高额关税和政策变化可能影响供应链并增加成本压力。此外,一些国家正考虑减少对美国武器的依赖,转而发展自身防务能力,这可能对诺斯罗普格鲁曼等美国国防企业的长期业务前景构成挑战。
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