格鲁曼公司（Grumman Corp.）报告称，在地缘政治紧张局势加剧的背景下，其2026财年第三季度的销售额增长了7%，这推动了国防支出的大幅增长。
Grumman Corp. reported a 7% increase in fiscal 2026 third-quarter sales amid heightened geopolitical tensions that have fueled a boom in defense spending.
公司的销售额从上一年的104亿美元上升至111亿美元，而净利润基本保持不变，仍为11亿美元。诺斯罗普公司（Northrop）的每股收益升至7.89美元，超过了彭博社调查分析师平均预期的7.17美元（调整后的稀释每股收益）。
Sales rose to $11.1 billion from $10.4 billion a year earlier, while net earnings were little changed at $1.1 billion. Northrop’s earnings per share increased to $7.89, exceeding the adjusted and diluted EPS of $7.17 expected on average by analysts polled by Bloomberg.
乌克兰和中东地区的冲突继续为美国国防企业带来利好。今年早些时候，五角大楼因担心武器库存不足，要求相关企业加快关键武器系统的生产，并正在推动国会批准2027财年高达1.5万亿美元的国防预算。该公司在第三季度还获得了总计164亿美元的合同订单，其中：
Conflicts in Ukraine and the Middle East continue to be a boon for US defense companies. Earlier this year, the Pentagon asked firms to ramp production of key weapon systems amid concerns over depleted stockpiles, and is pushing Congress to approve a record-setting $1.5 trillion defense budget for fiscal year 2027.
航空航天与任务系统部门获得了46亿美元的合同；
Sentinel核导弹项目获得了20亿美元的合同；
弗吉尼亚级潜艇项目获得了14亿美元的合同；
The company also reported $16.4 billion in contract wins in the third quarter, including $4.6 billion for restricted programs within its Aeronautics, Space and Mission Systems sectors, $2 billion for its Sentinel nuclear missile program, $1.4 billion for Virginia-Class submarines work, $1.3 billion for the F-35 fighter jet program and $1 billion for the Navy’s E-2 airborne radar aircraft.
F-35战斗机项目获得了13亿美元的合同；
Northrop’s backlog totals $109.6 billion.
海军E-2空中雷达飞机项目获得了10亿美元的合同。诺斯罗普公司的未完成订单总额已达1096亿美元。
诺斯罗普公司的首席执行官凯西·沃登（Kathy Warden）在一份声明中表示：“我们对新的创纪录未完成订单、有利的业务组合、以及我们在行业中的领先地位充满信心，这些因素将推动我们在2027年的销售额和利润继续增长。”
“I’m confident our new record backlog, well-positioned portfolio and investments, and industry-leading performance will continue to drive sales and earnings growth in our 2027 outlook,” Northrop’s CEO Kathy Warden said in a statement.
第三季度的销售额增长了6.99亿美元，这一增长来自公司的所有四个业务部门。航空系统部门的销售额同比增长了14%，主要得益于F-35战斗机项目的收入增加了1.95亿美元（这得益于材料成本的调整以及维护工作的增加），同时B-21“Raider”隐形轰炸机的销量也有所上升，B-2轰炸机的维护工作也更加频繁。
Third-quarter sales increased $699 million with contributions coming from all four business sectors. Aeronautics Systems’ sales rose 14% from a year earlier, driven mainly by a $195 million increase in the F-35 program from the timing of material costs and higher sustainment volume, along with increased B-21 Raider nuclear-capable stealth bomber sales and additional B-2 bomber sustainment activity.
在防务系统业务方面，销售额增长了12%，主要得益于“Sentinel”项目的收入增加了1.8亿美元（该项目仍在持续扩大规模）；“Guided Multiple Launch Rocket System Extended Range”项目的产量也有所增加；此外，各类战术固体火箭发动机的生产规模也有所扩大。根据公司发布的声明，这些因素共同推动了销售额的增长。
On the Defense Systems side, the 12% sales increase is mostly due to a $180 million increase in the Sentinel program that “continues to ramp” and a larger output on the Guided Multiple Launch Rocket System Extended Range program, as well as an increase in production on various tactical solid rocket motor programs, according to the company statement.
本季度公司的营业利润仅增长了2%。虽然公司各业务部门的利润都有所提升，但与养老金相关的会计调整导致公司减少了5200万美元的支出，这部分抵消了利润增长的影响。这也是公司营业利润率从去年的11.9%下降到11.4%的主要原因。尽管公司的主营业务利润依然强劲，但这一变化仍导致了营业利润率的下降。
Operating income rose a modest 2% in the quarter as higher profits across the company’s business segments were partially offset by a $52 million decrease in a pension-related accounting adjustment. That was also the primary reason the company’s operating margin narrowed to 11.4% from 11.9% a year earlier, despite strong underlying business profits.