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All Articles on Seeking Alpha

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Howmet航空航天公司(HWM)在伯恩斯坦第42届年度战略决策会议上发表演讲,会议记录
2026-05-27 · via All Articles on Seeking Alpha

Howmet Aerospace Inc. (HWM) 伯恩斯坦四十二届战略决策会议,丙申年四月廿八日辰时,东半球标准时间八时整

与会公司代表

约翰·普拉特——执行主席暨首席执行官

电话会议与会者

道格拉斯·哈纳德——伯恩斯坦机构服务有限责任公司,研究部

演说

道格拉斯·哈纳德
伯恩斯坦机构服务有限责任公司,研究部

吾乃道格拉斯·哈纳德,伯恩斯坦全球航空航天与国防分析师。今日复得约翰·普兰特,何美特公司董事长兼CEO,与吾同在,吾心甚喜。言及此,吾等便开始于此.

问答之会

道格拉斯·哈纳德
伯恩斯坦机构服务有限责任公司,研究部

约翰君,吾以为当此始,或君可稍述Howmet之现状,并言所遇之机与挑战何在?

约翰·普拉特(John Plant)
执掌主席&首席执行官

诺。首曰:旦旦,诸君安。今朝冀与Doug对谈,以启Howmet之见。吾辈似处机遇逾于困厄之境。然机遇亦常伴挑战,欲应之,非易事也。时维此际,吾业之中,商用飞机制造之积压,高逾往昔,此使吾等略感安,谓未来产量将增,且飞机制造商预其需求日盛。

是故善矣,惠我以公司成长之向。 aerospace 间,国防预算似固。 aircraft 之用,尤近者,则似有额外备件之机,将在后二三年间现。且同时,missiles 之用亦在,其势亦...