$NOC

NOC 本季度表现非常好,尽管 111.2 亿美元营收略低于 111.4 亿美元的预期;EPS 为 7.89 美元,超出 7.18 美元的预期。创纪录的 164 亿美元合同和 1096 亿美元积压订单支撑航空业务 14%、防务业务 12% 的增长。公司上调了 EPS 指引,重申 2026 年营收,并援引积压订单说明长期实力。

看涨他说的是几年内
《Market Retreats from AI "Dead Cat Bounce;" GE, GM & NOC Beat Earnings》
Schwab NetworkNorthrop发布 2026-10-20 · 5 段内容
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5 段内容

至于 Northrop,我们实际上看到公司在实现目标营收方面略有不及。营收达到 111.2 亿美元,略低于 111.4 亿美元,具体取决于你看的是哪个预期。

As for Northrop, we actually saw a slight failure of the company to achieve its targeted revenues. Revenue reached $11.12 billion, slightly less than $11.14 billion, depending on which estimate you look at.

调整后每股收益为 7.89 美元。华尔街预期为 7.18 美元。本季度新合同总额为 164 亿美元。这使订单出货比升至 1.5 倍,订单积压也在本季度创下纪录。目前的订单积压为 1096 亿美元。

Adjusted earnings per share were $7.89. Wall Street expectations were at $7.18. New contracts for this quarter totaled $16.4 billion. This raises the order-to-sales ratio to one and a half times , and the backlog of orders also set a record for this quarter.

The current backlog of orders stands at $109.6 billion.

航空系统业务销售额同比增长 14%。这是由于 B-2 和 B-21 轰炸机销量增加,以及 F-35 飞机的生产,这些确实在推动这一增长。国防系统也同比增长约 12%。

The aviation systems business saw sales growth of 14% year-on-year. This is due to increased sales of B-2 and B-21 bombers, as well as the production of F-35 aircraft, which are really driving this growth .

Defense systems also increased by about 12% year-on-year.

看他们的展望,他们上调了本财年调整后每股收益指引,重申了2026财年的营收指引,并且有信心认为,创纪录的新订单储备将在长期为他们提供强劲的业务组合。

Looking at their outlook, they raised their adjusted earnings per share guidance for the fiscal year, reaffirmed their revenue guidance for fiscal year 2026, and are confident that the new record order book will provide them with a strong portfolio in the long term.

所以,再说一次,今天上午股价没有太大波动,上涨了约0.6%,但我想说,整体而言,业绩非常好。

So, again, there was n't much movement this morning, with the stock up about 0.6%, but I would say mostly , and overall, earnings were very good.

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