异动解读 | 供应商TransDigm警告新机零部件销售前景疲弱股价大跌5.23%

异动解读11-07

航空航天供应商TransDigm集团(TDG)周四股价大跌5.23%,该公司预计其2025财年利润和收入将低于分析师预期,并警告新机生产步伐存在风险。

TransDigm是波音(BA)和空客等大型飞机制造商的供应商,为商用和军用喷气机提供驾驶舱安全系统、发动机传感器等零部件。

该公司表示,2025财年收入指引已考虑了喷气机生产步伐的风险。在持续的供应短缺环境下,波音和空客目前的飞机产量存在不确定性,这将影响TransDigm对新机的零部件销售。TransDigm预计2025年新机业务增速将低于其售后维修市场业务。

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异动解读 | 供应商TransDigm警告新机零部件销售前景疲弱 股价大跌5.23%

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异动解读 | 供应商TransDigm警告新机零部件销售前景疲弱股价大跌5.23%