股价表现 - Astronics Corporation(ATRO)股价在过去一个月上涨48% 远超标普500指数153%的涨幅 同时跑赢Zacks航空航天-国防设备行业165%和更广泛的航空航天行业158%的涨幅[1] - 同行业公司Leonardo DRS(DRS)和Curtiss-Wright Corp(CW)同期分别上涨322%和213%[2] 业绩驱动因素 - 2025年第一季度收入同比增长113% 其中航空航天部门销售额增长17%[4] - 毛利润同比增长281% 毛利率扩大380个基点至295%[4] - 净利润从去年同期的净亏损320万美元改善至净盈利950万美元[5] - 季度订单达到创纪录的2797亿美元 截至2025年3月的积压订单达673亿美元 创历史新高[5] 财务与估值 - 2025年第一季度末现金及等价物为2600万美元 环比增长444% 长期债务16亿美元 无短期债务[7] - 2025年预期销售增长64% 2026年预期增长85%[12] - 2025年每股收益预期增长3761% 2026年增长22%[14] - 12个月远期市盈率为1847倍 低于行业平均4044倍[15] 行业前景 - 全球航空交通持续增长 国防投资快速增加推动行业发展[3] - 美国政府提议2026财年国防预算增加13%至101万亿美元[8] - 航空公司扩大机队规模 提升乘客体验 推动对先进机舱电源系统和机上娱乐连接解决方案的需求[10] - 2025年第一季度商用运输销售同比增长133%[10]

Astronics Corp (ATRO) Q1 2025 Earnings Call May 06, 2025 04:45 PM ET Company Participants Deborah Pawlowski - Founding Partner & Senior Managing DirectorPeter Gundermann - Chairman, CEO & PresidentNancy Hedges - Vice President & CFOJeremy Routh - Equity Research AssociateSamuel Struhsaker - Equity Research Associate Operator Greetings, and welcome to the Astronics Corporation First Quarter Fiscal Year twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only m ...

Astronics Corp (ATRO) Q1 2025 Earnings Call May 06, 2025 04:45 PM ET Speaker0 Greetings, and welcome to the Astronics Corporation First Quarter Fiscal Year twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to your host, Deborah Pawlowski, Investor Relations for Astronics Corporation. Please go ahead, Deb. Speaker1 Thanks, Kevin, and good afternoon, everyo ...

Astronics Corporation (ATRO) is slated to release first-quarter 2025 results on May 6, after market close.  The Zacks Consensus Estimate for revenues is pegged at $190 million, implying 2.7% growth from the year-ago quarter's reported figure. The consensus mark for earnings is pegged at 25 cents per share, suggesting a solid improvement from the prior-year quarter’s reported loss of 9 cents. The bottom-line estimate has also moved 19.1% north in the past 60 days. (Find the latest EPS estimates and surprises ...

Astronics Corporation (NASDAQ:ATRO) Q4 2024 Earnings Conference Call March 4, 2025 4:45 PM ET Company Participants Craig Mychajluk - IR Pete Gundermann - Chairman, President and CEO Nancy Hedges - CFO Conference Call Participants Jon Tanwanteng - CJS Securities Michael Ciarmoli - Truist Securities Operator Greetings, and welcome to the Astronics Corporation Fourth Quarter Fiscal Year 2024 Financial Results. At this time, all participants are in listen-only mode. A question and answer session will follow the ...