-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：LHX公佈了強勁的2026財年第一季業績：營收達57.44億美元（年成長12%，其中有機成長15%），超出市場預期6%；GAAP每股收益為2.72美元（年成長33%），超出預期0.19美元。營業利益率提升120個基點至11.4%，所有業務板塊均延續了連續多季的改善動能。業績的優異表現反映了專案啟動和國際擴張帶來的全面強勁成長，驗證了產品組合轉型以及與優先國防任務的契合度。儘管受到第一季業績時間的影響，管理層仍維持全年30億美元的現金流量預期。創紀錄的78億美元訂單和1.4倍的訂單出貨比推動積壓訂單達到407億美元，確保了該公司2027年之前的收入可見度。我們相信，隨著客戶加快採購步伐和盟國增加國防開支，持續的成長動能將使LHX佔據有利地位。即將於2026年下半年進行的飛彈解決方案IPO可望創造更多價值，但關鍵的不確定因素在於，隨著2027財年預算的逐步確定，高訂單出貨比能否持續。
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