泰雷兹上调了全年销售预期,因其防务和航空航天部门在前九个月的订单激增。这家法国航空航天与防务集团此前预计,今年销售额将以6%至7%的有机增长率增长,这是一个备受关注的指标,反映了在固定范围和汇率下的表现。泰雷兹周四表示,增长应处于该区间的上限,甚至可能超出该区间。
Thales lifted its sales projections for the year as orders at its defense and aerospace units surged in the first nine months. The French aerospace-and-defense group had expected sales this year to grow between 6% and 7% organically, a closely watched rate that shows performance at constant scope and exchange rates. Thales said Thursday that growth should be in the upper end of that range, and potentially above.
这一更乐观的预期出台之际,泰雷兹公布前九个月销售额达164.2亿欧元,相当于184.4亿美元,按报告口径增长7.6%,按有机口径增长8.1%。根据公司提供的市场共识,分析师此前预测销售额为163.3亿欧元。
The rosier forecasts came as Thales posted nine-month sales of 16.42 billion euros, equivalent to $18.44 billion, up 7.6% in reported terms and 8.1% organically. Analysts had forecast sales of 16.33 billion euros, according to a market consensus provided by the company.
泰雷兹的业务涵盖防务、航空、太空探索和网络安全,随着地缘政治紧张局势持续升温,该集团继续受益于军事装备的旺盛需求。
Thales, whose operations give it wide exposure to defense, aviation, space exploration and cybersecurity, continues to benefit from healthy demand for military equipment as geopolitical tensions remain high.
该集团报告订单额为191.2亿欧元,按报告口径增长14%,按有机口径增长15%。根据共识,分析师此前预测订单额为185.8亿欧元。泰雷兹的防务业务仍是订单的最大贡献者,带来近113.2亿欧元的预订单,按报告口径和有机口径均增长14%。
The group reported orders of 19.12 billion euros, up 14% in reported terms and 15% organically. Analysts had forecast orders of 18.58 billion euros, according to the consensus. Thales’s defense business, which remains the largest contributor to orders, brought in nearly 11.32 billion euros in bookings, up 14% both in reported terms and organically.
泰雷兹获得罗马尼亚政府订单,供应12套GM200 MM/A雷达,还获得两个未透露的欧洲国家的防空装备订单。一中东国家也与泰雷兹签约,采购车载和便携式军用无线电台。
Thales bagged an order from the Romanian government for the supply of 12 GM200 MM/A radars as well as orders from two undisclosed European countries for air-defense equipment. A Middle Eastern country also contracted Thales to supply vehicular and portable military radios.
公司表示,海军领域的需求尤为强劲。其获得一项多年合同下的新一期订单,为澳大利亚海军舰艇提供支持和维护,还获得一项法国计划下的合同,用于开发四艘核动力弹道导弹核潜艇。
The company said demand was particularly sustained in the naval domain. It secured a new tranche under a multiyear contract for the support and maintenance of Australian Navy vessels as well as another contract under a French program for the development of four nuclear-powered ballistic missile submarines.
泰雷兹的航空航天业务表现同样强劲,有机订单增长29%至50.1亿欧元。
Thales’s aerospace business fared too, with orders up 29% organically to 5.01 billion euros.
泰雷兹阿莱尼亚宇航公司——泰雷兹与意大利莱昂纳多公司的合资企业——上月与法国卫星运营商欧洲通信卫星公司签署协议,为330颗低地球轨道卫星供应载荷,即卫星为执行任务所搭载的设备。该公司表示,仍预计今年调整后的息税前利润率将在12.6%至12.8%之间。请联系Mauro Orru,邮箱:mauro.orru@wsj.com
Thales Alenia Space—a joint venture between Thales and Italy’s Leonardo—last month signed an agreement with French satellite operator Eutelsat to supply payloads—equipment that satellites carry to perform their mission—for 330 low Earth orbit satellites. The company said it continued to expect an adjusted earnings before interest and taxes margin between 12.6% and 12.8% this year. Write to Mauro Orru at mauro.orru@wsj.com