-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：LHX公布了强劲的2026财年第一季度业绩：营收达57.44亿美元（同比增长12%，其中有机增长15%），超出市场预期6%；GAAP每股收益为2.72美元（同比增长33%），超出预期0.19美元。营业利润率提升120个基点至11.4%，所有业务板块均延续了连续多个季度的改善势头。业绩的优异表现反映了项目启动和国际扩张带来的全面强劲增长，验证了产品组合转型以及与优先国防任务的契合度。尽管受到第一季度业绩时间的影响，管理层仍维持全年30亿美元的现金流预期。创纪录的78亿美元订单和1.4倍的订单出货比推动积压订单达到407亿美元，确保了公司2027年之前的收入可见性。我们相信，随着客户加快采购步伐和盟国增加国防开支，持续的增长势头将使LHX占据有利地位。即将于2026年下半年进行的导弹解决方案IPO有望创造更多价值，但关键的不确定因素在于，随着2027财年预算的逐步确定，高订单出货比能否持续。
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