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RTX和诺斯罗普第一季度业绩超出预期，营收全面增长

-- 周二，RTX (RTX) 和诺斯罗普·格鲁曼公司 (NOC) 公布了超出预期的第一季度业绩，主要得益于各业务部门的营收增长。 航空航天和国防公司 RTX 的调整后每股收益从去年同期的 1.47 美元增至 1.78 美元，高于 FactSet 调查的 1.51 美元的预期。净销售额增长 9% 至 220.8 亿美元，高于华尔街预期的 214.6 亿美元。 RTX 首席执行官克里斯·卡利奥 (Chris Calio) 在一份声明中表示：“RTX 三大业务部门的有机销售额和调整后营业利润均实现增长，为 2026 年开了个好头。” 发动机部门普惠公司 (Pratt & Whitney) 的销售额增长 11% 至 81.7 亿美元，RTX 旗下雷神公司 (Raytheon) 国防解决方案部门的销售额增长 10% 至 69.5 亿美元。柯林斯宇航公司 (Collins Aerospace) 的营收增长 5% 至 76 亿美元。 此外，诺斯罗普·格鲁曼公司公布第一季度每股收益为 6.14 美元，高于去年同期的 3.32 美元，也高于华尔街此前预期的 6.05 美元。销售额从 94.7 亿美元增至 98.8 亿美元，高于分析师预期的 97.5 亿美元。诺斯罗普的航空、国防和任务系统业务均实现了同比增长。 “诺斯罗普·格鲁曼公司第一季度业绩强劲，订单持续增长，有机销售额实现了中等个位数的增长，运营表现稳健，这凸显了我们在当今前所未有的全球需求环境下交付产品的能力，”首席执行官凯西·沃登表示。 RTX 将 2026 年调整后销售额预期从此前预期的 920 亿美元至 930 亿美元上调至 925 亿美元至 935 亿美元。调整后每股收益预计为 6.70 美元至 6.90 美元，高于此前预期的 6.60 美元至 6.80 美元。分析师预计全年营收为935.8亿美元，调整后每股收益为6.85美元。 “鉴于我们第一季度的业绩以及国防业务的强劲表现，我们提高了全年调整后销售额和每股收益的预期，”卡利奥表示。 诺斯罗普维持了全年销售额和调整后每股收益的预期。该公司预计营收将在435亿美元至440亿美元之间，每股收益将在27.40美元至27.90美元之间。华尔街预计该公司今年的营收将达到439.4亿美元，调整后每股收益为27.97美元。 周二，RTX股价下跌4%，诺斯罗普股价下跌5.6%。

Price: $188.23, Change: $-7.57, Percent Change: -3.86%

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