GE Aerospace lifts outlook on easing US tariff tensions with China - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
航空

GE Aerospace lifts outlook on easing US tariff tensions with China

Jet engine maker pledges 20% increase in capital returns to shareholders
00:00

{"text":[[{"start":9.64,"text":"Jet engine maker GE Aerospace boosted its outlook for the remainder of the year, expressing optimism that easing trade tensions between the US and China should prevent a steep drop-off for its business in the world’s second-largest economy."}],[{"start":26.67,"text":"The rosy outlook accompanied an announcement of a forecast-beating second quarter, aided by a big order from Qatar Airways and easing economic concerns, and a pledge for a 20 per cent increase in capital returns to shareholders over the medium term."}],[{"start":45.400000000000006,"text":"Although US reporting season is in its early stages, the sense of pessimism has receded among some businesses from three months ago as Trump has scaled back some of his tariff plans, while the passage of his flagship tax bill and easing tensions in the Middle East have also helped sentiment."}],[{"start":65.88000000000001,"text":"GE chief executive Larry Culp extended sympathies to the families and friends of those that died in Air India’s fatal crash on June 12. GE’s engines powered the Boeing Dreamliner jet, and Indian investigators’ preliminary report into the crash last week recommended no actions to be taken against GE and Boeing. Culp said the company would keep working with regulators."}],[{"start":91.11000000000001,"text":"Chief financial officer Rahul Ghai told analysts on Thursday that the aerospace and defence group still expected the net impact of tariffs would be $500mn, unchanged from the company’s April prediction."}],[{"start":106.71000000000001,"text":"GE boosted guidance for the remainder of 2025, lifting its forecast ranges for operating profit and free cash flow. The Ohio-headquartered company said it forecast “mid-teens” percentage growth in adjusted revenue, having guided towards “low-double-digits” growth in April."}],[{"start":126.95,"text":"Ghai told analysts that in the absence of the US imposing reciprocal tariffs on China, there was “reduced risk” for engine and spare parts deliveries to the world’s second-largest economy, an important growth market for GE. Ghai said the situation gave them confidence to increase their revenue outlook for its commercial engines division, which represents more than 70 per cent of the company’s total revenue."}],[{"start":153.88,"text":"The US has reached trade deals with the UK, China, Vietnam and Indonesia, though it has only produced a written agreement with Britain."}],[{"start":163.01999999999998,"text":"Culp commended the trade agreement between Washington and London, which ensured that UK exports of jet engines and other aerospace components to the US would be tariff free. He said the deal should represent a “strong framework” for future trade agreements."}],[{"start":179.92,"text":"The company expects to increase capital returns to shareholders from 2024 to 2026 by 20 per cent, to $24bn. The company said it planned to return at least 70 per cent of free cash flow via dividends and buybacks beyond 2026."}],[{"start":201.5,"text":"GE also lifted its outlook for 2028, including a forecast for double-digit compound annual growth in adjusted revenue for 2024 to 2028. In March 2024, when it issued its 2028 outlook, it expected a high-single-digit rate."}],[{"start":222.45,"text":"In the three months ended June 30, GE reported revenue of $11bn, up 21 per cent from a year ago. Net income jumped 60 per cent to $2bn."}],[{"start":238.88,"text":"GE shares were down 2 per cent in early trading on Wall Street on Thursday."}],[{"start":253.01,"text":""}]],"url":"https://audio.ftmailbox.cn/album/a_1752801885_7142.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

美国打击伊朗花了多少钱?

据估算,自特朗普2月下旬下令美军发动打击以来的五周里,对伊行动的成本为223亿至310亿美元。

伊朗战争能扭转斯塔默的政治命运吗?

时任英国首相戈登•布朗对金融危机的应对让其政治生涯重焕生机,这或许能为陷入困境的现任英国首相提供范本。

乌克兰无人机削弱了俄罗斯因战争获得的石油暴利

俄罗斯受阻的能源出口使得本已因伊朗冲突而动荡的金融市场进一步承压。

FT社评:英国需要拿出一套国防投资方案

计划一再推迟,正引发合作伙伴担忧,并可能导致关键技术流失。

AI担忧与战争冲击交易活动,私募股权收购大幅下滑

截至3月的三个月内,私募股权集团达成的收购交易总额为1720亿美元,较前一季度下降36%。

摩根大通CEO警告私募信贷损失将超出预期

摩根大通掌门人杰米•戴蒙在年度致股东信中称,几乎各个领域的信贷标准都在小幅走弱。
设置字号×
最小
较小
默认
较大
最大
分享×