在贸易关税与供应链困局的双重夹击下,美国军工巨头诺斯罗普-格鲁曼(Northrop Grumman)最新财报显示,其第一财季净利润同比暴跌49%,主要归咎于B-21隐形轰炸机项目的成本超支。
这一“暴雷”数据直接触发股价重挫约12%,市值蒸发超百亿美元。
财务数据显示其第一财季业绩雪崩:营收同比下降7%至94.7亿美元(低于分析师预期的99.2亿美元)。净利润从去年同期的9.44亿美元骤降至4.81亿美元。每股收益3.32美元,较去年同期的6.32美元近乎腰斩。
诺斯罗普格鲁曼的B-21项目成了拖累其业绩的罪魁祸首。这款可搭载核武器的战略轰炸机单季度造成4.77亿美元成本超支。随着量产加速,原材料价格飙升与供应链中断持续推高制造成本。
尽管公司维持全年营收预期,但国际局势正暗藏危机:欧盟启动“2030自主防务计划”、多国因美国关税政策重新评估军购订单,都可能挤压这家军工巨头的海外市场空间。分析师警告,若特朗普政府进一步提高进口钢材关税,B-21项目的利润率还将承压。
责任编辑:张俊 SF065
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.