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RBC表示,L3Harris Technologies在第一季度业绩强劲之后,将其2026年展望“略显保守”。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)在周五发送的电子邮件报告中指出,鉴于L3Harris Technologies(LHX)第一季度业绩强劲,其2026年展望似乎“略显保守”,预计该公司将在第二季度财报发布后上调业绩指引。 该公司将2026年每股收益预期从11.30美元至11.50美元上调至11.40美元至11.60美元。同时,该公司仍预计全年营收为230亿美元至235亿美元。 RBC分析师表示,L3Harris管理层对全年营收预期充满信心,并暗示目前的强劲势头可能会促使该公司在第二季度财报发布后更新2026年业绩指引。分析师还补充道,该公司表示,新任首席财务官任期较短也是导致其在第一季度业绩强劲后决定不上调业绩指引的原因之一。 分析师表示:“我们认为,即使在2025年第四季度业绩公布后上调2026年营收预期,投资者仍会认为该预期较为保守。” 分析师指出,该公司有望实现中等个位数的内生增长,而更加注重执行力将有助于增强市场对其2026年利润率目标的信心。他们还表示,改善资本配置,包括降低债务,也可能成为积极的催化剂。 加拿大皇家银行维持对L3Harris的“与行业持平”评级和365美元的目标价。

Price: $314.10, Change: $-6.45, Percent Change: -2.01%

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