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RTX

RTX Corporation Common Stock · RTX Corporation Common Stock

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08-23 → 08-30 · 美东
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08-30
Parkev Tatevosian, CFA发布 2026-08-30
Is RTX a Safe Dividend Stock to Buy?
$RTX看涨
重申对RTX的买入评级,但信心不足;强劲的订单增长被较差的盈利指标和高昂的估值所抵消。

雷神公司告知投资者,其产品订单激增,尤其是来自国际客户的订单。雷神公司在最近一个完成的季度中获得了近200亿美元的合同,国际需求在上半年持续超过100亿美元,比去年同期增长了一倍多。

Raytheon informed investors of a surge in orders for its products, especially from international customers. Raytheon secured nearly $20 billion in awards during its most recently completed quarter with international demand remaining exceeding $10 billion for the first half of the year, more than doubling from the same time last year.

当然,这并不令人意外,因为伊朗战争持续,美国在该地区的合作伙伴已经耗尽了弹药。美国也有传言称其弹药也在耗尽。再加上俄罗斯在乌克兰的战争,以及所有这些日益加剧的地缘政治紧张局势,各国感到不如以前安全,这导致对雷神公司产品的需求增加。

And of course, that comes as no surprise as the war in Iran continues and partners of the United States in the region have depleted their munitions. United States, there's been rumors that it is also depleting its munitions. Then you have the Russian war in Ukraine and all of these increasing geopolitical tensions with countries feeling less safe than they did is resulting in increasing demand for Raytheon's products.

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KOL的观察点

Parkev Tatevosian, CFA08-30
resolution to conflicts in the Middle East or between Russia and Ukraine
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