<p>航空公司在最近几周一直是市场对伊朗战争反应的风向标。尽管在美国发动攻击后，许多领先航空公司的股价下跌，但许多公司随后又恢复了。这并不是今年动荡的唯一因素；随着低成本航空公司 Spirit Airlines 宣布将关闭，投资者的不确定性可能再次上升。</p>
<p>尽管面临这些挑战，航空航天行业仍可能存在机会。具体来说，投资者可以关注那些从事飞机维护、制造和分销售后组件及相关业务的公司。这些公司中的一些因战争带来的不确定性受到重创，但它们仍然拥有强大的基础业务，并可能在外部条件合适时迎来飞跃。</p>
<p>获取 <strong>Transdigm Group</strong> 的提醒：</p>
<h2>尽管中东冲突威胁股价，TransDigm 的基础业务依然强劲</h2>
<p>TransDigm Group Inc. NYSE: TDG 设计并制造用于商业和军事用途的工程飞机组件和系统。尽管整体航空航天行业在 2026 年表现良好，但 TDG 的股价却没有。该公司年初至今（YTD）股价下跌约 10%。这一下跌可能与其商业售后业务面临的通货膨胀和地缘政治风险有关。</p>
<p>与此同时，TransDigm 在其 2026 年 5 月初发布的最新财报中显示出强劲的迹象。该公司在收入和每股收益（EPS）方面均超出预期，EPS 同比增长超过 8%，收入在同一时期激增超过 18%。</p>
<p>去年夏天，TransDigm 因宣布特别股息而引起投资者关注，该股息比 2024 年发布的类似特别股息高出 20%。当然，不能保证该公司会再次提供这种分配，但考虑到过去两年的时机，投资者可能会在夏末关注信号，以便了解是否会有另一笔分红。</p>
<p>现在，随着中东冲突的持续，投资者对该公司的看法可能存在分歧。一方面，管理层在上一次财报中承认，由于航班活动减少，公司可能在未来几个季度看到商业售后业务放缓。另一方面，TransDigm 已提高其 2026 财年的指导预期，中间收入预计为 104 亿美元，比之前的估计高出约 17%。意外强劲的基础业务表现可能推动这一业绩，以及预计的 EBITDA 和 EPS 增长。</p>
<p>综合来看，尽管外部因素可能延长其股价下跌，TransDigm 的业务仍可能保持吸引力，为愿意等待的投资者提供买入机会。分析师对 TDG 的股价看法不一，但他们预计有约 27% 的上涨潜力。</p>
<h2>一家常被遗忘的航空航天公司，收入、订单等不断增长</h2>
<p>如果说 TransDigm 年初至今表现不佳，那么 Axon Enterprise Inc. NASDAQ: AXON 的情况更糟。该公司以制造 TASER 能量武器而闻名，其股价在 2026 年下跌了约 35%。许多投资者可能不知道，Axon 也参与航空航天行业——特别是通过无人机系统，包括无人机的维护、硬件和软件开发，应用于多种场合。</p>
<p>在 2026 年第一季度，Axon 的收入同比激增超过三分之一，达到 8.07 亿美元，超出预期，促使管理层将全年收入增长指导提高至同比 30% 至 32% 的范围。该公司迄今为止能够很好地应对 AI 带来的威胁，Axon 的 AI 时代计划经历了 140% 的同比订单增长。企业和国际业务势头持续。</p>
<p>现金流仍然相对强劲，公司预测今年自由现金流约为 4.5 亿美元。然而，Axon 承诺在今年投入大量现金以增加库存，以应对潜在的供应限制，这可能会妨碍其在其他领域扩展业务的能力。</p>
<p>AXON 的市盈率接近 150，股价仍然不便宜。尽管如此，华尔街对该股的评估非常积极：19 位分析师中有 16 位给予其 “买入” 评级。共识目标价超过 712 美元，代表着相较于当前价格水平的巨大跃升。</p>
<h2>你现在应该投资 1000 美元在 Transdigm Group 吗？</h2>
<p>在考虑 Transdigm Group 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而 Transdigm Group 并不在名单上。</p>
<p>虽然 Transdigm Group 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>在这里查看这五只股票</p>

AXON

标普航天与国防 ETF - SPDR

美国航天国防股指数 ETF - iShares

AXUP

航空国防投资组合 ETF - PowerShares

<p>航空业因伊朗战争面临挑战，影响了主要航空公司的股价。然而，专注于维护和无人机软件的公司可能提供投资机会。尽管 TransDigm Group 的股价年初至今下跌了 10%，但其盈利增长强劲，并提高了财务指引。分析师认为其有潜在的上涨空间。Axon Enterprise 通过无人机系统涉足航空领域，股价下跌了 35%，但报告了显著的收入增长和积极的分析师评级。尽管面临外部压力，这两家公司可能提供有吸引力的投资前景</p>

<p>Airline companies have been a bellwether of the market's reaction to the ongoing Iran war in recent weeks. While share prices in many of the leading airline firms dropped after the United States initiated attacks, many have subsequently recovered. This is not the only instability to rock the industry this year; as budget carrier Spirit Airlines announced it will shut down, uncertainty may have risen among investors once again.</p>
<div class="lb-trans"><p>航空公司在最近几周一直是市场对伊朗战争反应的风向标。尽管在美国发动攻击后，许多领先航空公司的股价下跌，但许多公司随后又恢复了。这并不是今年动荡的唯一因素；随着低成本航空公司 Spirit Airlines 宣布将关闭，投资者的不确定性可能再次上升。</p>
</div><p>Despite these challenges, there may still be opportunities in the broader aerospace industry. Specifically, investors might look to companies involved in the maintenance of aircraft, those that manufacture and distribute aftermarket components, and related operations. Some of these firms have been hit hard by uncertainty surrounding the war, but they retain strong underlying business and could be poised to soar when the external conditions are right.</p>
<div class="lb-trans"><p>尽管面临这些挑战，航空航天行业仍可能存在机会。具体来说，投资者可以关注那些从事飞机维护、制造和分销售后组件及相关业务的公司。这些公司中的一些因战争带来的不确定性受到重创，但它们仍然拥有强大的基础业务，并可能在外部条件合适时迎来飞跃。</p>
</div><p>Get <strong>Transdigm Group</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Transdigm Group</strong> 的提醒：</p>
</div><h2>TransDigm's Base Business Is Strong, Even as Middle East Conflict Threatens Share Price</h2>
<div class="lb-trans"><h2>尽管中东冲突威胁股价，TransDigm 的基础业务依然强劲</h2>
</div><p>TransDigm Group Inc. NYSE: TDG designs and builds engineered aircraft components and systems for both commercial and military uses. Though the overall aerospace industry has performed well so far in 2026, TDG shares have not. The company has experienced a share price drop of about 10% year to date (YTD). The drop may be due to risks to its commercial aftermarket business stemming from both inflation and geopolitical factors.</p>
<div class="lb-trans"><p>TransDigm Group Inc. NYSE: TDG 设计并制造用于商业和军事用途的工程飞机组件和系统。尽管整体航空航天行业在 2026 年表现良好，但 TDG 的股价却没有。该公司年初至今（YTD）股价下跌约 10%。这一下跌可能与其商业售后业务面临的通货膨胀和地缘政治风险有关。</p>
</div><p>At the same time, TransDigm has shown signs of strength, particularly in its latest earnings report, released in early May 2026. The firm posted solid beats on both the top and bottom lines, with earnings per share (EPS) increasing by more than 8% year-over-year (YOY) and revenue surging by more than 18% over the same timeframe.</p>
<div class="lb-trans"><p>与此同时，TransDigm 在其 2026 年 5 月初发布的最新财报中显示出强劲的迹象。该公司在收入和每股收益（EPS）方面均超出预期，EPS 同比增长超过 8%，收入在同一时期激增超过 18%。</p>
</div><p>TransDigm drew investor attention last summer when it announced a special dividend that was 20% higher than a similar special dividend issued in 2024. There is, of course, no guarantee that the firm will provide another distribution of this kind, but given the timing of the last two years, investors might watch for signals in late summer that another payout may be on the way.</p>
<div class="lb-trans"><p>去年夏天，TransDigm 因宣布特别股息而引起投资者关注，该股息比 2024 年发布的类似特别股息高出 20%。当然，不能保证该公司会再次提供这种分配，但考虑到过去两年的时机，投资者可能会在夏末关注信号，以便了解是否会有另一笔分红。</p>
</div><p>Now, investors may be of two minds about this firm as the Middle East conflict continues. On one hand, management acknowledged in the last earnings report that the company may see softer commercial aftermarket business through the coming quarters because of reduced flight activity. On the other hand, though, TransDigm has raised its fiscal 2026 guidance, with midpoint revenue of $10.4 billion, about 17% higher than previously estimated. Surprisingly strong base business performance is likely to drive that performance, as well as a projected increase in EBITDA and EPS.</p>
<div class="lb-trans"><p>现在，随着中东冲突的持续，投资者对该公司的看法可能存在分歧。一方面，管理层在上一次财报中承认，由于航班活动减少，公司可能在未来几个季度看到商业售后业务放缓。另一方面，TransDigm 已提高其 2026 财年的指导预期，中间收入预计为 104 亿美元，比之前的估计高出约 17%。意外强劲的基础业务表现可能推动这一业绩，以及预计的 EBITDA 和 EPS 增长。</p>
</div><p>Together, this means that TransDigm's business could remain appealing even as external factors may prolong its share price dip, presenting a buy opportunity for those willing to wait. Analysts are split on TDG shares, though they do anticipate about 27% in upside potential.</p>
<div class="lb-trans"><p>综合来看，尽管外部因素可能延长其股价下跌，TransDigm 的业务仍可能保持吸引力，为愿意等待的投资者提供买入机会。分析师对 TDG 的股价看法不一，但他们预计有约 27% 的上涨潜力。</p>
</div><h2>An Oft-Forgotten Company in the Aerospace Industry With Growing Revenue, Bookings, and More</h2>
<div class="lb-trans"><h2>一家常被遗忘的航空航天公司，收入、订单等不断增长</h2>
</div><p>If TransDigm has struggled YTD, Axon Enterprise Inc. NASDAQ: AXON is in even worse shape. Shares of the company best known as the maker of TASER energy weapons have fallen by roughly 35% in 2026. Many investors may not know that Axon is also involved in the aerospace industry—specifically through unmanned aircraft systems, including maintenance, hardware, and software development for drones used in multiple capacities.</p>
<div class="lb-trans"><p>如果说 TransDigm 年初至今表现不佳，那么 Axon Enterprise Inc. NASDAQ: AXON 的情况更糟。该公司以制造 TASER 能量武器而闻名，其股价在 2026 年下跌了约 35%。许多投资者可能不知道，Axon 也参与航空航天行业——特别是通过无人机系统，包括无人机的维护、硬件和软件开发，应用于多种场合。</p>
</div><p>In the first quarter of 2026, Axon saw revenue surge by over a third YOY to $807 million, beating estimates, prompting leadership to raise full-year revenue growth guidance to a range of 30% to 32% YOY. The company has been able to navigate the threat of AI well so far, and Axon's AI Era Plan has experienced 140% YOY bookings growth. Enterprise and international momentum are continuing.</p>
<div class="lb-trans"><p>在 2026 年第一季度，Axon 的收入同比激增超过三分之一，达到 8.07 亿美元，超出预期，促使管理层将全年收入增长指导提高至同比 30% 至 32% 的范围。该公司迄今为止能够很好地应对 AI 带来的威胁，Axon 的 AI 时代计划经历了 140% 的同比订单增长。企业和国际业务势头持续。</p>
</div><p>Cash flow remains fairly strong, with the company predicting about $450 million in free cash flow this year. However, Axon is committed to deploying significant cash to bulk up its inventory this year in anticipation of potential supply constraints, which may hinder some of its ability to expand operations in other areas.</p>
<div class="lb-trans"><p>现金流仍然相对强劲，公司预测今年自由现金流约为 4.5 亿美元。然而，Axon 承诺在今年投入大量现金以增加库存，以应对潜在的供应限制，这可能会妨碍其在其他领域扩展业务的能力。</p>
</div><p>With a price-to-earnings (P/E) ratio of nearly 150, AXON shares are still not cheap. Nonetheless, Wall Street's assessment of the stock is very positive: 16 out of 19 analysts have rated it a Buy. The consensus price target above $712 per share also represents a massive jump above current price levels.</p>
<div class="lb-trans"><p>AXON 的市盈率接近 150，股价仍然不便宜。尽管如此，华尔街对该股的评估非常积极：19 位分析师中有 16 位给予其 “买入” 评级。共识目标价超过 712 美元，代表着相较于当前价格水平的巨大跃升。</p>
</div><h2>Should You Invest $1,000 in Transdigm Group Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Transdigm Group 吗？</h2>
</div><p>Before you consider Transdigm Group, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Transdigm Group 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Transdigm Group wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而 Transdigm Group 并不在名单上。</p>
</div><p>While Transdigm Group currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Transdigm Group 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

那些负责飞机维护以确保航班正常运行的公司准备迎来发展高峰