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通用电气航空上调业绩展望,航空出行无惧燃油成本GE Aerospace Raises Outlook as Air Travel Shrugs Off Fuel Cost

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通用电气公司在飞机发动机需求强劲的背景下上调了全年业绩展望,这表明尽管喷气燃油价格反弹,航空出行尚未降温。

Electric Co. raised its full-year outlook amid strong aircraft engine demand, in a sign that air travel has yet to retreat despite resurgent jet fuel prices.

该公司周二发布第三季度财报时表示,预计今年调整后每股收益将在8美元至8.10美元之间,高于此前预测的7.65美元至7.85美元区间。分析师此前平均预估调整后每股利润为7.92美元,这表明投资者已预期公司会上调预期。

Adjusted earnings will be $8 to $8.10 a share this year, up from a prior range of $7.65 to $7.85, the company said as it reported third-quarter earnings on Tuesday. Analysts had estimated an adjusted profit of $7.92 per share on average, suggesting that investors had expected the company to raise its forecast.

作为全球最大的喷气式发动机制造商,通用电气继续受益于航空公司为维持机队运营所需的备件和维修服务的强劲需求。自疫情以来,随着封锁措施让位于航空公司及其供应商持续多年的需求繁荣,该业务迅速增长。

The world’s largest maker of jet engines continues to capitalize on robust demand for spare parts and maintenance services that airlines need to keep their planes flying. That business has grown rapidly since the pandemic as lockdowns gave way to a multiyear demand boom for carriers and their suppliers.

在纽约常规交易开始前,通用电气股价变化不大。该公司以GE Aerospace(通用电气航空航天)名义开展业务,自2024年1月以来已八次上调业绩指引。

GE shares were little changed before the start of regular trading in New York. The company, which does business as GE Aerospace, has now raised its guidance eight times since January 2024.

公司还上调了今年自由现金流、营业利润和调整后营收增长的预期。通用电气表示,预计2027年商用服务业务将以“低两位数”增长。相比之下,公司预计今年商用发动机及服务业务的营收增长将达到“低20%”区间。

The company also raised its prediction for free cash flow, operating profit and adjusted revenue growth for this year. GE said it expect 2027 commercial services to grow at “low-double-digits.”That compares with a prediction for this year of revenue growth “of low 20s” at the Commercial Engines & Services business, GE said.

美国与伊朗的冲突及随后燃油价格飙升,引发了对航空业能否维持近期势头的担忧。在美国和以色列于2月开始打击伊朗后,航空公司削减了飞行计划,喷气燃油价格在夏季回落后近期再次跳涨。

The US war with Iran and the subsequent jump in fuel prices raised concerns about whether the airline industry can sustain its recent momentum. Carriers trimmed flying plans after the US and Israel began strikes on Iran in February, and jet fuel prices recently jumped again after moderating over the summer.

本周几家美国大型航空公司将在发布最近一个季度财报时提供业务最新情况。

Several large US airlines are slated to provide updates on their businesses this week when they report earnings in the most recent quarter.

通用电气还在9月同意以近120亿美元收购Consolidated Precision Precision Products,迈出了控制更大一块供应链的重要一步。这笔交易将为通用电气的产品组合增加一系列高度精密的铸件,这些铸件对航空航天和国防产品至关重要。

GE also took a major step to wrest control over a larger piece of its supply chain by agreeing in September to buy Consolidated Precision Products for nearly $12 billion. The deal will add a range of highly engineered castings that are crucial to aerospace and defense products to GE’s portfolio.

该公司持续吸引新业务,与印度航空公司IndiGo签署了一份谅解备忘录,订购超过1000台LEAP-1A发动机,用于为空中客车公司A320neo系列机型的510架飞机提供动力。这笔交易是由通用电气与Safran SA合资成立的CFM International生产的发动机获得的最大单笔订单。

The company has continued to attract new business,g a memorandum of understanding with Indian carrier IndiGo for an order of more than 1,000 LEAP-1A engines to power 510 jets from Airbus SE’s A320neo line of aircraft unit. The deal is the largest single order placed for the engines made by CFM International, GE’s joint venture with Safran SA.

该公司还宣布与菲律宾航空达成协议,为15架波音787-10飞机提供GEnx-1B发动机,以及航空租赁公司AerCap Holdings NV选择GEnx-1B发动机用于15架波音787梦想客机。通用电气周二表示,今年以来商业服务收入增长26%,发动机总交付量增长21%。

The company has also announced deals with Philippine Airlines for GEnx-1B engines to be used on 15 Boeing 787-10 aircraft, and aviation leasing company AerCap Holdings NV’s selection of GEnx-1B engines for 15 Boeing 787 Dreamliners. GE said on Tuesday that year-to-date commercial services revenue increased 26%, with total engine deliveries growing 21%.

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