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北京时间·🕒 发布 19:59:46时区推断·⟳ 抓取 20:02:34·⚡ 决策 07-28 20:25:07 +22m33s·91.2 天前
德事隆二季度业绩小幅超预期但全年指引维持不变
德事隆二季度营收38.3亿美元略高于LSEG预期38.0亿美元，调整后EPS 1.62美元也仅小幅高于预期1.55美元。
📄 原文Reuters↗ 原文
Textron (TXT.N) beat second-quarter profit and revenue estimates on Tuesday, driven by higher aircraft pricing and sus…
不做 德事隆（TXT.US）
二季度业绩仅小幅超预期且全年指引未上修，属于财报日历内确认性利好，缺少足够短线edge，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 德事隆二季度营收38.3亿美元略高于LSEG预期38.0亿美元，调整后EPS 1.62美元也仅小幅高于预期1.55美元。
- 全年调整后EPS指引仍维持6.40至6.60美元，未给出上修，说明本次主要是财报日内的小幅确认性利好。
- Bell直升机业务和航空定价改善是正面因素，但缺少足以推动短线重定价的新增订单、指引上修或利润率大幅超预期信息。
主要风险
- 财报披露属于日历内事件，市场通常已有预期，小幅beat且不升指引容易在开盘后被消化。
- 若盘前或开盘后股价因防务航空订单预期大幅跳空，追高的盈亏比更差。
原文全文
展开原文 · 1,296 字
Textron (TXT.N) beat second-quarter profit and revenue estimates on Tuesday, driven by higher aircraft pricing and sustained growth in its Bell helicopter business.
The business jet maker's Bell unit has been benefitting from the Bell V-280 Valor program, which the U.S. Army designates as the MV-75 future long-range assault aircraft. The unit's revenue from commercial helicopters, parts and services also increased.
The Bell segment, which makes helicopters and tiltrotors, posted a 6% rise in quarterly revenue from a year ago.
The larger aviation segment, which manufactures the Cessna business jet and Beechcraft aircraft, posted a 1% rise in quarterly revenue as steady aftermarket services demand and higher aircraft pricing helped offset lower jet deliveries.
Revenue rose 7% from a year ago at the Textron Systems segment and was up 1% at the industrial segment.
Textron's total revenue rose 7% to $3.83 billion in the second quarter, compared with analysts' average estimate of $3.8 billion, according to data compiled by LSEG.
The company's quarterly adjusted profit stood at $1.62 per share, compared with estimates of $1.55 per share.
Textron reiterated its full-year adjusted profit forecast of $6.40 to $6.60 per share, compared with estimates of $6.52.
The business jet maker's Bell unit has been benefitting from the Bell V-280 Valor program, which the U.S. Army designates as the MV-75 future long-range assault aircraft. The unit's revenue from commercial helicopters, parts and services also increased.
The Bell segment, which makes helicopters and tiltrotors, posted a 6% rise in quarterly revenue from a year ago.
The larger aviation segment, which manufactures the Cessna business jet and Beechcraft aircraft, posted a 1% rise in quarterly revenue as steady aftermarket services demand and higher aircraft pricing helped offset lower jet deliveries.
Revenue rose 7% from a year ago at the Textron Systems segment and was up 1% at the industrial segment.
Textron's total revenue rose 7% to $3.83 billion in the second quarter, compared with analysts' average estimate of $3.8 billion, according to data compiled by LSEG.
The company's quarterly adjusted profit stood at $1.62 per share, compared with estimates of $1.55 per share.
Textron reiterated its full-year adjusted profit forecast of $6.40 to $6.60 per share, compared with estimates of $6.52.
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