RTX三季度调整后每股收益2.26美元：积压订单创纪录3400亿美元，全年指引上调至7.65至7.75美元
据路透社周二报道，航空航天与防务公司 RTX 上调全年利润与营收预期，原因是商用航空服务与军事项目的持续需求把公司积压订单推升至创纪录的 3,400 亿美元，并带动三季度业绩。RTX 旗下业务包括普惠（Pratt & Whitney）发动机与雷神（Raytheon）导弹系统。
指引方面，RTX 现预计 2026 年调整后每股收益为 7.65 至 7.75 美元，高于此前预期的 7.10 至 7.25 美元；全年销售预期区间由 950 亿至 960 亿美元上调至 970 亿至 975 亿美元。董事长兼首席执行官克里斯·卡利奥（Chris Calio）说：「我们的产品需求依然强劲，新签商用与防务订单超过 810 亿美元，积压订单达到创纪录的 3,400 亿美元。」据汇总报道，这 3,400 亿美元积压订单中包括 1,760 亿美元商用订单与 1,640 亿美元防务订单。
三季度业绩方面，截至 9 月 30 日的季度，RTX 调整后利润升至每股 2.26 美元，去年同期为 1.70 美元；销售增长 11% 至 249.7 亿美元。分板块看，柯林斯航空系统（Collins Aerospace）营收增长 10%，其中商用原始设备销售增长 23%；普惠营收增长 10%，商用售后市场销售增长 21% 提供了助力；雷神板块销售增长 14%，由海军项目以及包括「爱国者」、「标准」导弹与「战斧」在内的陆基与空中防御系统放量带动。
路透社称，这延续了美国主要航空航天与防务承包商的强劲表现，其支撑因素包括航空公司维修支出、飞机发动机与零部件需求增长，以及地缘政治紧张局势下的持续军费开支。
RTX Third-Quarter Adjusted EPS Rises to $2.26 as Backlog Hits a Record $340 Billion; Full-Year Guidance Raised to $7.65-$7.75
RTX raised its full-year profit and revenue forecasts on Tuesday as sustained demand for commercial aerospace services and military programs pushed its backlog to a record $340 billion and lifted third-quarter results, Reuters reported. The maker of Pratt & Whitney engines and Raytheon missile systems now expects 2026 adjusted earnings per share of $7.65 to $7.75, up from its prior forecast of $7.10 to $7.25. It also raised its sales forecast range to $97 billion to $97.5 billion, from $95 billion to $96 billion.
"Demand for our products remains robust with over $81 billion of new commercial and defense awards, resulting in a record backlog of $340 billion," CEO Chris Calio said. Compiled reporting put the $340 billion backlog at $176 billion in commercial orders and $164 billion in defense orders.
For the quarter ended September 30, adjusted profit rose to $2.26 per share from $1.70 a year earlier, while sales increased 11% to $24.97 billion. Quarterly revenue at Collins Aerospace rose 10% on a 23% jump in commercial original equipment sales, while revenue at Pratt & Whitney increased 10%, helped by a 21% rise in commercial aftermarket sales. Raytheon sales climbed 14%, driven by higher volume in naval programs and land and air defense systems, including Patriot, Standard Missile, and Tomahawk.
Reuters said the result adds to the strong performance streak of major U.S. aerospace and defense contractors, supported by robust airline maintenance spending, growing demand for aircraft engines and parts, and sustained military spending amid heightened geopolitical tensions.
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图片来源：雷神公司总部大楼资料图（RTX 旗下业务总部建筑）。照片：Coolcaesar 摄，CC BY-SA 3.0，经维基共享资源。 / File photo: the Raytheon headquarters building. Photo by Coolcaesar, CC BY-SA 3.0, via Wikimedia Commons.
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