-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下:PH公司第三财季业绩强劲,销售额达55亿美元(同比增长11%),调整后每股收益为8.17美元(同比增长18%),反映出各业务板块的全面增长势头和6.5%的内生增长。业绩表明终端市场需求旺盛。航空航天系统和多元化工业板块对整体业绩贡献显著。航空航天系统板块实现营收18.1亿美元(同比增长15.5%),内生增长14.2%,调整后营业利润率创历史新高,达到29.5%(同比增长80个基点)。该板块受益于商用OEM业务22%的增长和售后市场14%的扩张,飞机制造速度加快。订单增长率保持强劲,达到14%,创纪录的积压订单为未来的增长提供了支撑。多元化工业业务复苏势头强劲,有机增长率达3.0%,利润率创下25.3%的历史新高。北美地区增长2.8%,国际业务增长3.3%。我们相信,航空航天业的持续增长势头和工业复苏的加速将使PH公司继续保持优异业绩。
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