英德拉（Indra）是西班牙的科技和主要国防公司，该公司周四公布第三季度业绩后表示，将国防收入增长预期上调至约80%，主要来自其TESS Defence VCR 8x8“龙”式车辆交付。
Indra , Spain’s technology and main defence company, raised expectations for defense revenue growth to around 80% in 2026, mainly from its TESS Defence VCR 8x8 Dragon vehicle deliveries, the company said after posting its third-quarter results on Thursday.
作者：Gemma Guasch、Mireia Merino 英德拉股价上涨3.8%，格林威治标准时间10:09。
By Gemma Guasch, Mireia Merino Indra shares were up 3.8% at 10:09 GMT.
该公司部分由国家持股，在西班牙承诺将国防支出提高到国内生产总值的2%之后，在该国国防和航空航天领域的角色日益重要。英德拉参与西班牙特种现代化计划和北约合同。
The company, which is partly state-owned, has taken on a bigger role in Spain's defence and aerospace sector after the country pledged to lift defence spending to 2% of gross domestic product. Indra participates in both Spanish Special Modernisation Programs and NATO contracts.
首席执行官Josep Maria Recasens在与分析师的电话会议上表示，TESS Defence VCR 8x8“龙”式车辆交付量应超过年底前90辆的指引。收入同比增长26%，达到14.7亿欧元（16.4亿美元），其中太空业务增长329%，国防业务增长95%。英德拉报告的积压订单在今年前九个月达到222亿欧元，增长133%。第三季度净新增订单增长139%，主要得益于来自欧委会的19亿欧元IRIS²卫星合同。
约70%的IRIS²收入预计在2030年前实现，而大部分商业化资本支出将在2031年至2035年之间发生。收购为收入贡献了5.29亿欧元：国防领域的外延式增长由收购TESS Defence推动，太空领域由Hispasat和Hisdesat推动，空中交通领域由Micronav和Global ATS推动。Recasens补充称，西班牙对该公司业务的重要性“在该期间持续增加，我们预计这一趋势将在未来期间延续”，该市场占其前九个月收入的58%。
TESS Defence VCR 8x8 Dragon vehicle deliveries should exceed guidance of 90 units by year-end, CEO Josep Maria Recasens said in a call with analysts Revenue rose 26% year-on-year to €1.47 billion ($1.64 billion), with Space growing 329% and Defence 95% Indra's reported backlog reached €22.2 billion in the first nine months of the year, up 133% Net order intake grew 139% in the third quarter, boosted primarily by a €1.9 billion IRIS² satellite contract from the European Commission About 70% of IRIS² revenue are expected before 2030, while most commercialization capex would occur between 2031-2035 Acquisitions contributed €529 million to revenue: in Defence inorganic growth was driven by the acquisition of TESS Defence, in Space by Hispasat and Hisdesat and in Air Traffic by Micronav and Global ATS Spain's importance for the company's business "continued to increase during the period, a trend that we expect to continue in the coming periods," Recasens added, as the market represented 58% of its nine-month revenue