知名国防承包商 Leidos Holdings Inc (LDOS.N) 在盘前交易中出现5.4%的大涨行情,引发了市场的广泛关注。
造成这一涨幅的主要原因是公司公布的2024年第四季度业绩超出了市场预期。数据显示,公司当季调整后每股盈余为2.37美元,高于分析师平均预期的2.27美元;营收达到43.65亿美元,也超过了41.34亿美元的预期水平。
财报优于预期背后的主要推手是地缘政治紧张局势加剧,导致军费开支持续增加,叠加武器装备需求的大幅提升。作为国防领域的主要承包商之一,Leidos 公司正是从这股军费开支红利中获益。行业分析师普遍预计,未来公司订单情况将持续向好,长期增长前景值得期待。
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