美国军工巨头洛克希德马丁公司22日盘中股价出现大幅下跌,最大跌幅超过5%,引发市场关注。从公司最新财报和新闻报道来看,主要原因可能是旗下主力产品F-35战斗机的交付延迟,对公司2024年收入增长造成一定影响。
洛克希德马丁当天上调了2024年每股利润和全年销售预期,预计销售额较此前预期的中位数略有上升。但该公司表示,假若F-35战斗机的升级项目在第三季度得到全额资助,销售额增长将接近5%。这反映出项目资金缺口或许对收入增长构成一定拖累。
由于升级进度缓慢,去年美国军方曾停止接收部分交付的F-35战机。今年虽已恢复交付,但在升级完成前,军方将扣留每架战机最后500万美元的付款。在未能收到全部付款的情况下,洛克希德马丁不得不自掏腰包为2026年和2027年部分交付的F-35战机支付零部件费用,这无疑会减少公司利润空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.