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加拿大皇家银行表示,尽管石油市场存在担忧,但通用电气航空航天公司第一季度业绩强劲,发动机基本面有望推动其2026年业绩上涨。

-- 加拿大皇家银行资本市场(RBC Capital Markets)周三在一份电子邮件报告中指出,尽管投资者对油价和地缘政治风险的担忧令通用电气航空航天(GE Aerospace)股价承压,但该公司强劲的第一季度盈利和稳健的“发动机基本面”支撑了其2026年业绩展望的上调潜力。 报告称,GE Aerospace强劲的业绩主要得益于39%的“服务增长”,其中内部维修收入增长35%,备件收入增长超过25%。LEAP发动机交付量增长63%,进一步增强了市场对该公司2026年增长前景的信心。 报告还指出,尽管业绩强劲,RBC仍维持了GE Aerospace的2026年业绩指引,但该公司认为第二季度业绩指引可能上调。 RBC维持对GE Aerospace的“跑赢大盘”评级,目标价为355美元。

Price: $272.64, Change: $-14.09, Percent Change: -4.91%

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