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北京时间·🕒 发布 04:41:53时区推断·⟳ 抓取 04:43:44·⚡ 决策 07-30 04:44:18 +34s·89.5 天前
L3Harris二季度收入小幅超预期但全年销售指引中点低于市场预期
L3Harris二季度收入58.8亿美元，高于LSEG一致预期58.1亿美元，导弹解决方案收入同比增长14%。
📄 原文Reuters↗ 原文
Defense supplier L3Harris Technologies (LHX.N) beat Wall Street estimates for second-quarter revenue on Wednesday, as…
不做 L3Harris Technologies（LHX.US）
财报信号正负混合：收入小幅超预期但全年销售指引中点低于一致预期，盘后仅小跌，缺少可执行的强多或强空预期差，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 medium ↗
关键理由
- L3Harris二季度收入58.8亿美元，高于LSEG一致预期58.1亿美元，导弹解决方案收入同比增长14%。
- 公司上调2026年销售指引区间至232亿-237亿美元，但中点234.5亿美元低于市场预期235.8亿美元，正面收入超预期被指引不足抵消。
- 盘后股价仅下跌约1.35%，说明市场把事件读作温和混合财报而非强方向催化。
主要风险
- 国防需求强劲仍支撑中期基本面，单季指引中点低于预期不足以构成高置信做空催化。
原文全文
展开原文 · 1,138 字
Defense supplier L3Harris Technologies (LHX.N) beat Wall Street estimates for second-quarter revenue on Wednesday, as it banks on strong demand for weapons and military technology.
Defense contractors are seeing increased demand as the Pentagon moves to replenish missile and munitions stockpiles depleted by a series of conflicts, including the ongoing Iran war and the Russia-Ukraine war.
Here are some details:
L3Harris' missile solutions segment, which makes propulsion systems and hypersonic weapons, posted a 14% rise in revenue.
The Melbourne, Florida-based company reported a quarterly profit of $3.13 per share, up from $2.44 per share last year.
Total revenue for the second quarter was $5.88 billion, up 8.4% from a year earlier and above analysts' estimates of $5.81 billion, as per data compiled by LSEG
It now expects 2026 sales in the range of $23.2 billion to $23.7 billion, up from $23 billion to $23.5 billion forecast previously.
However, the midpoint of the new forecast is below analysts' expectations of $23.58 billion.
Shares of the company were down 1.35% in choppy aftermarket trading.
Defense contractors are seeing increased demand as the Pentagon moves to replenish missile and munitions stockpiles depleted by a series of conflicts, including the ongoing Iran war and the Russia-Ukraine war.
Here are some details:
L3Harris' missile solutions segment, which makes propulsion systems and hypersonic weapons, posted a 14% rise in revenue.
The Melbourne, Florida-based company reported a quarterly profit of $3.13 per share, up from $2.44 per share last year.
Total revenue for the second quarter was $5.88 billion, up 8.4% from a year earlier and above analysts' estimates of $5.81 billion, as per data compiled by LSEG
It now expects 2026 sales in the range of $23.2 billion to $23.7 billion, up from $23 billion to $23.5 billion forecast previously.
However, the midpoint of the new forecast is below analysts' expectations of $23.58 billion.
Shares of the company were down 1.35% in choppy aftermarket trading.
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