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Howmet 空間科技 (HWM) 在Bernstein 第42屆年度戰略決策會議上發表演講 譯文
2026-05-27 · via All Articles on Seeking Alpha

Howmet 空間科技公司 (HWM) 伯恩斯坦第42屆戰略決策會議 2026年5月27日 上午8:00東部夏令時間

公司參與者

約翰·普蘭特 - 执行主席& 執行長

會議電話參與者

道格拉斯·哈納德 - 伯恩斯坦機構服務有限公司,研究部門

簡報

道格拉斯·哈納德
伯斯坦制度服務有限公司,研究部門

我是道格拉斯·哈納德,伯斯坦的全球航空與防禦分析師。我很高興今天能再次邀請約翰·普蘭特回來,他是豪滿公司的主席兼執行長。而隨著這一切,我們將開始這裡的環節.

問答環節

道格拉斯·哈納德
Bernstein 機構服務有限公司,研究部門

所以約翰,我想開始這裡,或許你可以給我們簡單概述一下 Howmet 目前處於何種狀態,以及你面臨的一些機會和挑戰是什麼?

約翰·普蘭特
執行主席& 執行長

好的。首先,早上好,各位。期待今天能和Doug聊天,並為大家帶來一些有關Howmet的見解。我們似乎處於一個機會多於挑戰的時刻。話雖如此,我意思是,有時候機會本身也帶來挑戰,讓我們難以迎頭趕上。我們正處於這個時刻,在商業航空業務方面,商業飛機的訂單積壓達到歷史高位,這讓我們對未來銷量的增長有了一些安全感,並且飛機製造商預測需求將持續增長。

那對我們來說是好的,也是有益的,關於公司成長的指標。此外,在航空太空方面,國防預算似乎很穩固。而且考慮到飛機的使用,尤其是最近,似乎有機會在未來2到3年出現額外的備件。同時,考慮到導彈的使用以及潛力,