作为美国最大的军用造船商,亨廷顿英格尔斯工业(HII)31日股价盘中暴跌26.39%,报收191.34美元/股,创下本年度最大单日跌幅。股价遭重挫的主要原因是公司当天下调了2024财年的收入预期,引发投资者对其业绩前景的严重担忧。
亨廷顿英格尔斯营收主要来自于造船业务,包括生产潜艇、驱逐舰、航母等军舰。公司预计,2024年造船收入可能仅达到88亿至91亿美元区间的下限水平,低于此前预期。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的时间存在不确定性,从而促使其修正收入预期。
除此之外,供应链问题和劳动力短缺长期困扰亨廷顿英格尔斯,令公司难以充分利用当前对潜艇、航母等军舰的殷切需求。第三季度财报显示,该公司营收和利润均较上年同期下滑,每股利润为2.56美元,同比下滑31%,反映出上述问题正在损害公司的产能和盈利能力。全球紧张局势加剧以及中国海军实力快速膨胀,应会促使美军采购需求提高,但造船商亨廷顿英格尔斯正面临营运管理等多重挑战。
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