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《大行》花旗升通用航太(GE.US)目標價至309美元 次季業績勝預期
阿思達克 07-21 11:06
花旗發表報告指,通用航太(GE.US)第二季業績勝預期,2025財政年度指引目標也因訂單趨勢而上調,且宏觀展望亦不如第一季悲觀。該股股價在業績公布後下跌約2%,該行指是由於市場對其息稅前盈利(EBIT)目標期望過高。 然而,花旗仍強調該股值得關注的地方,包括客戶飛行小時數保持健康的中個位數增長、退役率低於2028年目標假設,以及供應鏈和生產力的改善、價格/成本保持穩健,看來有可能抵銷潛在的關稅影響、MRO產能持續擴張;以及全球國防支出上升。因此仍維持「買入」評級,並將目標價由296美元調高至309美元。
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