GE航空航天三季度营收增16%至141.2亿美元：调整后每股收益2.25美元超预期，订单增49%并上调全年指引
GE 航空航天周二发布第三季度业绩：持续经营利润为 24.1 亿美元、每股 2.32 美元，去年同期为 21.7 亿美元、每股 2.04 美元。剔除一次性项目后，调整后每股收益为 2.25 美元，高于 FactSet 调查分析师预期的 2.01 美元。营收增长 16% 至 141.2 亿美元，高于华尔街预期的 128.8 亿美元；按调整后口径，营收为 133 亿美元。
分业务看，商用发动机与服务板块营收增长 21%，国防与推进技术板块销售额增长 6.7%。首席执行官拉里·卡尔普（Larry Culp）表示，强劲需求推动订单增长 49%，三季度订单额达 190 亿美元。他说：「我们正在全面上调 2026 年指引；得益于超过 1,700 亿美元的商用服务积压订单，我们现在预计 2027 年商用服务将实现低两位数增长。」
指引方面，GE 航空航天现预计 2026 年调整后每股收益为 8.00 至 8.10 美元，高于此前 7.65 至 7.85 美元的区间（分析师预期为 7.94 美元）；调整后营收增长预期上调至 19% 至 20%，高于此前「百分之十几高段」（high-teens）的增长预期。
股价方面，据 Investopedia 盘中报道，业绩公布后 GE 航空航天股价下跌约 3.5%，同日通用汽车绩后下跌 5.5%，而 3M 上涨、RTX 与诺斯罗普·格鲁曼分别上涨约 1% 与 5%。
GE Aerospace Third-Quarter Revenue Rises 16% to $14.12 Billion; Adjusted EPS of $2.25 Tops Estimates as Orders Jump 49% and Full-Year Guidance Is Raised
GE Aerospace on Tuesday reported third-quarter profit from continuing operations of $2.41 billion, or $2.32 a share, compared with $2.17 billion, or $2.04 a share, a year earlier. Stripping out one-time items, adjusted earnings came in at $2.25 a share, above the $2.01 a share expected by analysts surveyed by FactSet. Revenue rose 16% to $14.12 billion, topping Wall Street models for $12.88 billion; on an adjusted basis, revenue was $13.3 billion.
Revenue from the commercial engines and services segment jumped 21%, while the defense and propulsion technologies business had a 6.7% increase in sales. Chief Executive Larry Culp said solid demand drove orders up 49%, to $19.0 billion in the quarter. "We are raising our 2026 guidance across the board, and we now expect 2027 commercial services to grow low-double-digits supported by our over $170 billion commercial services backlog," he added.
For the year, GE Aerospace now expects adjusted earnings of $8 to $8.10 a share, up from a previous range of $7.65 to $7.85 a share; analysts were looking for $7.94 a share. The company also raised its adjusted revenue-growth outlook to between 19% and 20%, up from the high-teens percentage growth it had previously forecast.
In post-earnings trading moves reported by Investopedia, GE Aerospace shares declined about 3.5% on Tuesday, while General Motors sank 5.5%; 3M rose, and defense contractors RTX and Northrop Grumman rose about 1% and 5%, respectively.
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图片来源：GE 航空航天总部综合体（俄亥俄州 Evendale，2023 年摄）资料图。照片：DigitalIceAge 摄，CC BY 4.0，经维基共享资源。 / File photo: the GE Aerospace Headquarters Complex in Evendale, Ohio (2023). Photo by DigitalIceAge, CC BY 4.0, via Wikimedia Commons.
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