航空航天产业高景气度
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大摩:航空航天产业高景气度持续 上调海科航空(HEI.US)目标价至330美元
智通财经网· 2025-08-01 07:05
Group 1 - Morgan Stanley analyst Kristine Liwag raised the target price for HEI.US from $305 to $330 while maintaining a "hold" rating, reflecting strong performance in the aerospace sector, which has reached historical high valuation multiples [1] - The expansion of valuation multiples indicates industry resilience, with a positive development trend expected to continue [1] - In Q2 FY2025, HEI.US achieved record combined operating profit and net sales, with year-over-year increases of 19% and 15%, respectively [1] Group 2 - Operating cash flow significantly increased by 45%, reaching $204.7 million [1] - By business segment, the Flight Support division saw net sales grow by 19% to $767.1 million, while the Electronic Technology division's net sales increased by 7% to $342.2 million [1] - The company is primarily engaged in the research, manufacturing, and sales of aerospace, defense, and electronic-related products and services, with operations in the U.S. and global markets [1]