美国军工龙头企业亨廷顿英格尔斯工业(HII)31日盘前股价大跌近6%,主要原因是公司下调了2024财年收入预期,引发投资者对其业绩前景的担忧。
亨廷顿英格尔斯预计,2024年造船业务收入可能仅达到88亿至91亿美元区间的下限水平,低于之前预期。公司解释,计划与美国海军在2024年下半年就一批潜艇和军舰订单签约存在时间不确定性,促使其修正收入预期。
此外,长期困扰亨廷顿英格尔斯的供应链问题和造船厂劳动力持续短缺,也令公司难以充分利用当前对潜艇、航母等军舰的殷切需求。第三季度,该公司每股利润同比下滑31%至2.56美元,营收也较上年同期下降2.4%,反映出上述问题对其产能和盈利能力的影响。
作为美国最大军用造船商,亨廷顿英格尔斯在全球紧张局势加剧以及中国海军实力快速膨胀的背景下,理应迎来订单增长。但营运问题的持续困扰,让这一有利时机难以完全转化为实际利润。市场担心公司未来业绩前景,造成其股价大幅下挫。
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