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  塞斯纳商务喷气机制造商德事隆公司周四公布的第一季度利润和营收超出预期,这得益于其贝尔部门的持续强劲表现,以及航空部门对售后市场零部件和服务的强劲需求。

  像总部位于罗德岛州普罗维登斯的德事隆这样的国防承包商,在俄乌冲突持续的情况下,一直受益于弹药需求的增长以及军事项目资金的增加。

  首席执行官斯科特・唐纳利表示:“在本季度,我们看到贝尔部门的军用和商用产品线都实现了强劲增长。”

  贝尔部门生产直升机和倾转旋翼机。由于商用飞机需求增加,以及对美国陆军未来远程攻击机(FLRAA)项目和军事维护项目的销售增长,该部门季度营收同比增长了35%。

  德事隆的航空部门生产塞斯纳和比奇飞机。由于售后市场对零部件和服务的需求增加,抵消了飞机交付量下降的影响,该部门第一季度营收增长了2%。

  由于持续的供应链问题导致交付延迟,飞机制造商的利润空间受到了影响。

  去年国际机械师与航空航天工人协会(IAM)工会罢工导致的停工,也加剧了德事隆航空部门的生产困境。

  不过,唐纳利表示,该部门的运营“随着工厂朝着罢工前的生产水平推进并提高产量,继续得到改善”。

  根据路孚特(LSEG)汇编的数据,该公司经调整后的季度每股收益为1.28美元,而分析师的平均预期为每股1.12美元。

  其第一季度总营收增长了5.5%,达到33.1亿美元,高于预期的32.5亿美元。

  根据修订后的政府预测,德国今年可能无法实现哪怕是微弱的经济增长,这再次凸显了保守派候任总理默茨下个月上任时面临的严峻挑战。

  经济部长RobertHabeck周四在柏林发布的电邮声明中表示,在此前两年萎缩后,国内生产总值(GDP)可能会陷入停滞。政府经济学家此前预计今年经济增长0.3%,1月已将预测从去年10月发布的初步预测增长1.1%下调。

  Habeck将这一欧洲最大经济体的持续疲软归咎于美国总统唐纳德·特朗普贸易战释放的不确定性,以及对德国出口商品的需求不振和竞争力的下降。

  “鉴于德国经济与全球供应链的深度融合以及我们对对外贸易的高度开放,美国新的保护主义可能对我们的经济增长产生重大的直接和间接影响,”他补充称,再次呼吁通过谈判达成跨大西洋贸易争端的解决方案。

  此前,默茨领导的基民盟/基社盟与社民党达成了结盟协议,在参加竞选时默茨将恢复经济增长作为一项重要承诺。

  甚至在同意组建政府之前,保守派和社民党就与绿党合作推动一项投资计划获得议会通过,该计划将为大幅增加国防和基础设施支出提供资金。

  不过,Habeck表示,这些措施对经济的预期提振作用可能要到明年才会显现,届时预计增长率将在1%左右。

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