-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。PHは、売上高55億ドル（前年同期比11%増）、調整後EPS 8.17ドル（同18%増）という好調な第3四半期決算を発表しました。これは、幅広い事業分野における勢いと、各セグメントにおける6.5%のオーガニック成長を反映したものです。この結果は、最終市場における健全な需要を示しています。航空宇宙システム事業と多角化産業事業は、全体の業績に大きく貢献しました。航空宇宙システム事業は、売上高18億1,000万ドル（前年同期比15.5%増）、オーガニック成長率14.2%を達成し、調整後営業利益率は過去最高の29.5%（同80bps増）となりました。航空機製造ペースの加速に伴い、商用OEM事業が22%、アフターマーケット事業が14%拡大したことが、同事業の業績向上に貢献しました。受注高は14%増と堅調に推移し、過去最高の受注残高が今後の成長を支えています。多角化産業部門の回復はさらに勢いを増し、3.0%のオーガニック成長と過去最高の25.3%の利益率を達成しました。北米事業は2.8%の成長、国際事業は3.3%の成長を記録しました。航空宇宙産業の持続的な勢いと加速する産業回復により、PHは今後も優れた業績を維持できると確信しています。
Related Articles
Australia
GUIDANCE: (AMGN) Amgen Expects 2026 Revenue Range $37.1B-$38.5B, vs. FactSet Est of $37.81B
Price: $347.81, Change: $+9.79, Percent Change: +2.89%
$AMGN
Commodities
EU Pushes Consumer Energy Reforms to Tackle Price Volatility
The European Commission issued new energy recommendations Thursday, aiming to shield vulnerable households and boost consumer-driven supply and participation in clean energy, it said.The Commission introduced measures to protect vulnerable households from disconnections and help consumers better manage energy contracts amid ongoing price volatility, it said.The recommendations also encourage households and communities to generate and share their own energy, supporting wider adoption of cleaner power sources, the Commission said.These steps form part of the Citizens' Energy Package and the AccelerateEU plan, which aim to address the ongoing fossil fuel crisis and strengthen energy resilience, the Commission added.The Commission is focusing on building a more inclusive and sustainable system by helping consumers make informed energy choices and limiting risks tied to supplier failures, it said.It is also urging member states to speed up the development of energy communities and expand self-consumption models to support the clean energy transition.Energy Commissioner Dan Jorgensen said rising global tensions continue to drive energy price volatility, reinforcing the need to accelerate Europe's shift toward a secure and sustainable system.The Commission will work with Member States and stakeholders to implement the measures, offering technical support and tracking progress to ensure effective adoption, it said.
International
US Equity Markets End Higher Amid Gains in Tech, Communication, Industrial Stocks
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.
$^DJI$^IXIC$^SPX$META$QCOM