美国通用航空公司的利预期超过了2026年的预测, 并提高了国防增长和人工智能合作伙伴关系. GE Aerospace beat earnings estimates, raised 2026 guidance, and boosted stock on defense growth and AI partnerships.

美国通用航空公司在2026年1月22日发布了强的第四季度收益,每股利高于预期1.57美元,收入为119亿美元,同比增长17.6%. GE Aerospace posted strong Q4 earnings on January 22, 2026, reporting $1.57 EPS—$0.14 above estimates—and $11.9 billion in revenue, up 17.6% year-over-year. 该公司将2026年全年的EPS指导提高到7.107.40美元,理由是国防合同,美国制造业投资10亿美元,并扩大了人工智能使用Palantir的军事准备和供应链效率. The company raised its 2026 full-year EPS guidance to $7.10–7.40, citing defense contracts, a $1 billion U.S. manufacturing investment, and expanded AI use with Palantir for military readiness and supply chain efficiency. 尽管价格高,且依赖中国稀土材料, 但分析师仍持乐观态度, 全球均认为"适量购买",目标为331美元. Despite a premium valuation and reliance on Chinese-sourced rare-earth materials, analysts remain positive, with a consensus "Moderate Buy" rating and a $331 target. 该股票于2026年3月18日以302.11美元开盘,市值为316.86亿美元,4月27日定息. The stock opened at $302.11 on March 18, 2026, with a market cap of $316.86 billion and a dividend set for April 27.