售后市场强劲驱动，GE航空航天业绩、指引双双超预期_老虎社区_美港股上老虎

售后市场强劲驱动，GE航空航天业绩、指引双双超预期

智通财经01-22

智通财经APP获悉，周四，全球最大喷气发动机制造商GE航空航天公布了超预期四季度业绩和年度盈利展望，这显示出，强劲的航空旅行需求及高利润的售后零部件与服务业务，正持续驱动公司业绩增长。GE航空航天在财报中表示，预计2026全年调整后每股收益将在7.10至7.40美元之间，其中值高于分析师平均预估的7.10美元。同时，公司预计调整后营收将实现低双位数百分比增长。第四季度业绩方面，该公司调整后每股收益...

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href=http://www.zhitongcaijing.com/content/detail/1396352.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周四，全球最大喷气发动机制造商GE航空航天公布了超预期四季度业绩和年度盈利展望，这显示出，强劲的航空旅行需求及高利润的售后零部件与服务业务，正持续驱动公司业绩增长。GE航空航天在财报中表示，预计2026全年调整后每股收益将在7.10至7.40美元之间，其中值高于分析师平均预估的7.10美元。同时，公司预计调整后营收将实现低双位数百分比增长。第四季度业绩方面，该公司调整后每股收益...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1396352.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1084165304.USD","symbol_name":"FIDELITY WORLD \"A\" (USD) 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Deck”的持续改善管理原则，该方法已成功缩短维修周转时间并提升整体运营效率。目前，GE航空航天的商业发动机营收有超过70%来自零部件和服务业务。该公司表示，其商业发动机Q4营收跃升了24%，同时预计该部门营收在2026年将实现中双位数百分比增长。另外，GE航空航天也在积极拓展国防业务，该部门上季度销售额同比增长13%。行业挑战然而，发动机短缺及可靠性问题也在推高航空公司的运营成本，导致供应商与航空公司之间的摩擦加剧，许多航空公司对价格上涨表示抵制。作为行业重要参与者，由GE航空航天与法国赛峰集团合资成立的CFM International，近期已与全球航空公司续签协议，旨在保障发动机维修市场的竞争性。地缘政治与贸易政策仍是潜在影响因素。Culp曾公开呼吁降低航空航天领域的贸易壁垒，强调自由贸易有助于为美国本土航空航天产业创造贸易顺差。但随着特朗普试图控制格陵兰岛引发争议，关税问题可能再次受到关注。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}