Aerospace
搜索文档
2Q26 Review: Earnings Beat, Stronger2H Outlook-20260731
摩根士丹利· 2026-07-31 20:27
July 31, 2026 08:32 AM GMT Hanwha Aerospace | Asia Pacific 2Q26 Review: Earnings Beat, Stronger 2H Outlook AlphaSignals Earnings Reaction Unchanged Meaningful upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways Land Systems sales of W2.1tn came in around 10% above our estimate, driven by strong export revenue, which rose 89% Q/Q and beat our forecast by 15%. Deliveries to Po ...