异动解读 | GE航空航天一季度业绩超预期,股价盘中大涨5.16%

异动解读
22 Apr

GE航空航天(GE)今日盘中股价大涨5.16%,投资者对公司第一季度业绩表现及全年财务指引维持不变反应积极。

根据公司财报,GE航空航天一季度调整后营收为90亿美元,同比增长11%;非公认会计准则下每股收益为1.49美元,显著高于市场预期的1.27美元。尽管面临特朗普关税战带来的不确定性,公司仍维持了全年财务指引不变,展现出强劲的经营韧性。

公司表示,通过优化运营、控制成本和实施定价措施,正在努力抵消关税带来的约5亿美元影响。GE航空航天预计今年调整后每股收益为5.10美元至5.45美元,营收增速将保持在两位数左右。董事长兼CEO卡尔普强调,公司第一季度的稳健表现、超过1400亿美元的商业服务订单积压,以及采取的一系列战略行动,使其能够维持全年业绩预期。这一稳定的业绩指引在当前动荡的经济环境下显得尤为有力,反映了公司在商用航空业务需求和成本管控方面的优势。

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