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دفاع يستمرّ مكتسبات أن يحلق

يوم الإثنين, يوليو-تمّوز [30ث], 2007
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حرب, تكنولوجيا إدارة وحدة دفع فوق إنفاق

ب [رن] [مرل]

عدّة من واشنطن كبيرة [دفنس كنتركتور] يقول أسبوع متأخّرة أنّ هم يستمرّون أن يستفيد من إزدهار في ينفق على الحروب في العراق و أفغانستان [أس ولّ س] يبقى حكومة طلب لمعلومة تكنولوجيا, يتحدّى تنبّؤات أنّ القطاعة توسع بدأ أن يتمهّل.

ربح تقارير من [نورثروب] [غرومّن], [جنرل دنميكس] و [لوكهيد مرتين] يبدى بشكل خاصّ نتيجات قوّيّة في عمليات في المنطقة. رغم أنّ الحروب قد بدأوا أن يقلّد البانتاغون' [س] لم آذى شهية لكبيرة, أسلحة مستقبلية أنّ تقليديّا يقود هذا نتيجة أخيرة شركات, التغير في [دفنس سبندينغ] يتلقّى أرباح.

"هذا شركات أنّ لا يلتفت فوق ملّيم," قال [جون] [ب.]. [كوتلر], مؤسسة من [أدميرلتي] شريكات, إستثمار شركة. "[إفن يف] أنت التفتت باتّجاه آخر الإنفاق حنفية غدا, دفاع تلقّى شركات ساكنة عظيمة نقد دفقات ل كثير سنون أن يأتي."

أفاد [نورثروب] يقول ه معلومة وخدمات, وإلكترونيّة تقسيمات إيراد زيادات من 15 نسبة مئويّة و7 نسبة مئويّة, على التّوالي, لالفصل ثاني على الفترة قابل للمقارنة [ا] سنة مبكّرة. [هدقورترد] كلا وحدات داخل فيرجينيا شماليّة وتضمّنت ذكاء برامج وعقد أن يصلح فيرجينيا حكومة معلومة تكنولوجيا نظامة. أتى النتيجات بما أنّ [نورثروب] بناء سفن وطائرة وحدات أفادوا ينخفض إيراد للربع.

"حيث هذا وقت [لست ر] [أنّ كان عقود] لا يلد كثير في إيراد, إيراد يتدفّق الآن," قال باتريك [مكّرثي], محلّل صناعيّ ل [فريدمن], [بيلّينغس], [رمسي] مجموعة.

القطعة قوّيّة ل سقوط كنيسة- كان يؤسّس [جنرل دنميكس] ه قتال نظامات وحدة, أيّ سجّل 19 نسبة مئويّة عمليّة بيع حالة نموّ على يستمرّ طلب لدباب وعربات مدرعّة. أنّ ساعد وقود الشركة 23 نسبة مئويّة زيادة في ربح من يستمرّ عمليات.

يؤسّس على أنّ نتيجات, رفع [جنرل دنميكس] أسبوع متأخّرة مكتسباته يتنبّأ ل ال يشبع سنة, يسلّط ربح من $4.85 [تو] $4.90 لكلّ سهم, فوق من التوقع سابقة من $4.60. تنبّأت إيراد من القتال نظامات وحدة, أيّ سيحصل عمل إضافيّة من [مين-رسستنت] عربة عقد, الآن أن يزيد 20 نسبة مئويّة ل ال يشبع سنة, فوق من تقدير سابقة من 12 [تو] 14 نسبة مئويّة.

يوضّح المكتسبات [هيغر] يتنبّأ "كيف [غد] يكون يستفيد من يزدهر طلب لجيش و[[مرين كربس]] تجهيز," [جوسف] [ب.]. Nadol III, a J.P. Morgan industry analyst, said in a research note last week. He predicted 24 percent growth for the combat systems unit, including $300 million to $400 million in revenue from the mine-resistant vehicle work.

Bethesda-based Lockheed Martin said its profit rose 34 percent, to $778 million, far exceeding most forecasts. The strongest sales growth came from its information systems and global services division, which recorded a 17 percent revenue increase. Lockheed said the unit’s expansion came mainly on acquisitions of an information technology company and another that provides government services.

“The outperforming of the Wall Street analysts’ expectations was pretty much across the board, both in revenues and profits,” Paul Nisbet, defense industry analyst for JSA Research, said of the sector overall.

Lockheed raised its revenue projection for the full year to as much as $41.75 billion, compared with its previous estimate of $41.35 billion, despite recent problems with one of its high-profile projects — a $24 billion modernization of the Coast Guard fleet.

At Chicago-based Boeing, which has 2,400 employees in the Washington region, the defense business reported a 3 percent increase in revenue. Much of the increase came from the company’s work on missile defense and intelligence projects, as well as from a contract with the Department of Homeland Security to build a virtual fence along the border with Mexico.

Not every defense contractor counted on its Washington-area operations to fuel its earnings. For Raytheon, which reported results on Thursday, its Reston-based technical services unit trailed other company segments, recording a 2 percent revenue increase for the quarter. Overall, the company’s revenue grew 9 percent, with the strongest growth coming from its Texas-based network systems unit, which reported a 20 percent revenue increase.

Raytheon, based in Waltham, Mass., raised its forecast for the contracts it expects to receive through the end of the year and upped its per-share profit projection to $3.05 to $3.20, compared with the earlier guidance of $2.85 to $3.00.

But even as defense contractors raise their profit outlooks for the year, some on Wall Street have doubts about how long that growth can be sustained.

The industry’s future trajectory is unclear, Robert Stallard, a Bank of America analyst, said in a research note last week. Stallard said he remained neutral on the industry “given the likely slowdown in defense spending as the U.S. withdraws from Iraq and uncertainty concerning the presidential elections next year.”


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