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Bernstein下调亨廷顿英格尔斯目标价至$192
Huntington Ingalls给出的2025年造船业务利润率指引为5.5-6.5%,低于此前预期。尽管海军预算有所增加,但目前的资金限制尚未产生能让海军造船商达到可接受水平的解决方案。管理层仍然希望利润率最终能恢复到9-10%的历史正常水平,但实现这一目标的道路仍不明确。Harned表示,改善与海军的合同结构,这取决于国防部预算增加,可能至关重要。
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