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洛克希德·马丁公司第一季度业绩不及市场预期；股价下跌

-- 洛克希德·马丁公司（LMT）第一季度盈利降幅超出预期，销售额也低于市场预期，导致这家国防承包商的股价周四下跌。 截至3月的第一季度，该公司每股收益从去年同期的7.28美元降至6.44美元，低于FactSet调查的6.73美元的普遍预期。销售额从179.6亿美元增至180.2亿美元，但低于华尔街预期的182.2亿美元。 据FactSet发布的财报电话会议记录显示，首席财务官埃文·斯科特在周四的财报电话会议上表示，盈利下降是由于利润减少和市场损失显著，而销售额则受到本财年较上年缩短的影响。 斯科特表示：“2026年第一季度的业绩也反映了与F-16和C-130相关的航空业务的不利业绩调整。F-16的设计和开发延误暂时影响了其业绩。”洛克希德·马丁公司股价午后交易下跌5.4%，年初至今累计涨幅达8.7%。 第一季度，旋翼和任务系统业务营收环比下降约39.9亿美元，低于上一季度的43.3亿美元；航空部门营收下降1%。导弹和火控业务营收增长8%，航天业务营收增长7%。 该公司继续预计2026年每股收益在29.35美元至30.25美元之间，营收在775亿美元至800亿美元之间。华尔街此前预期每股收益为29.92美元，营收为792.2亿美元。 “我们预计第二季度及全年销售额将持续增长，这将支撑我们全年的增长预期，”斯科特对分析师表示。 洛克希德·马丁公司首席执行官吉姆·泰克莱特在电话会议上表示，该公司近日与秘鲁空军签署了一份价值15亿美元的合同，将向秘鲁提供12架Block 70型F-16战斗机，并有机会增购12架，组成“第二个中队”。 本周早些时候，航空航天和国防公司RTX（RTX）和诺斯罗普·格鲁曼（NOC）公布了第一季度业绩，均超出预期。

Price: $530.17, Change: $-25.27, Percent Change: -4.55%

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