<p>随着围绕 SpaceX IPO 的炒作加速，这可能成为历史上最大的公开募股，精明的投资者也可能想要关注更广泛的航天（以及航空/国防）行业中的其他公司。航空公司在 2026 年迄今经历了显著的波动，原因包括持续的伊朗战争和对通货膨胀将影响旅行习惯的担忧等因素。但航空航天组件制造商并不一定与航空公司本身的表现挂钩。实际上，这些公司中的许多可能在日益激烈的公开交易航天竞赛中发挥关键作用。</p>
<p>以下是三家受到华尔街支持的热门航空航天组件制造商。尽管它们在今年的表现轨迹截然不同，但这些公司可能都准备在 SpaceX IPO 前后受益。</p>
<h2>分析师宠儿 ATI 给予了许多乐观理由</h2>
<p>阿勒格尼科技公司（Allegheny Technologies Inc.）NYSE: ATI，简称 ATI，制造多种航空航天和国防应用的特种材料和组件，以及其他多个行业的产品。这意味着 ATI 并不是一家纯粹的航空航天公司，但其跨行业的多样化可能吸引那些希望降低风险的投资者。</p>
<p>ATI 的股票在分析师中几乎获得了普遍支持，分析师们给予了 10 个买入评级，仅有一个持有评级。该公司在 5 月初收到了来自 KeyCorp、德意志银行等分析师的价格目标上调，但截至目前，ATI 的回报率已达到令人印象深刻的 40%，这意味着其已经略微超过了共识价格预期。</p>
<p>5 月初的时间并非巧合，因为这与 ATI 发布最新财报的时间一致，其中包括令人印象深刻的 11.5 亿美元收入和每股收益超出预期的 1.12 美元。调整后的 EBITDA 也同比增长了 19%，利润率扩大，自由现金流强劲。国防需求的增长推动了这些成就，但利润率的改善意味着公司的组合在未来应该会继续改善。这也帮助 ATI 比一些同行更好地应对中东冲突带来的不确定性。</p>
<h2>逆转滞后的飞行支持业务的机会可能会让 HEICO 飙升</h2>
<p>在表现光谱的另一端是航空航天、国防和电子组件制造商 HEICO Corp. NYSE: HEI，尽管在最新报告的季度中发布了创纪录的合并业绩，包括净收入同比增长 13% 和净销售及 EBITDA 的增长，但其股价 YTD 已下跌近 10%。</p>
<p>尤其是飞行支持部门表现强劲，随着 HEICO 通过一些显著的收购增强了其产品，取得了出色的营业收入增长。</p>
<p>然而，HEICO 在其业务的另一个领域，即电子技术组，继续面临利润压力。这部分是由于不利的产品组合，但也与航天出货量下降有关。考虑到 HEICO 其他许多领域的优势，投资者可能对公司能够扭转这一部门持乐观态度——如果成功，这可能是一个幸运的时机，因为围绕 SpaceX 发行的需求可能会加速。</p>
<p>尽管股价表现平平，分析师们对 HEI 股票普遍持积极态度。18 位分析师中有 10 位将该股票评为买入，市场共识价格目标表明未来有约 20% 的上涨潜力。</p>
<h2>通过最受欢迎的综合企业间接接触</h2>
<p>尽管伯克希尔哈撒韦公司（Berkshire Hathaway Inc.）NYSE: BRK.B 是一家在多个行业和领域拥有广泛利益和运营的大型综合企业，但其子公司 Precision Castparts 是航空器复杂金属组件和材料的最大制造商之一。伯克希尔于 2016 年以约 370 亿美元收购了该公司。</p>
<p>伯克希尔在 COVID 大流行期间注销了该公司近三分之一的价值，这场疫情重创了旅行和航空航天公司。然而，在随后的几年中，Precision 再次扩大了运营并蓬勃发展。</p>
<p>当然，投资伯克希尔并不是直接接触小众航空航天组件行业的方式，因此这家公司可能吸引那些寻求更广泛投资方式的投资者（或希望加入沃伦·巴菲特所带来的投资者大军）。不过，考虑到 Precision 在整个行业中的规模和重要性，以及其在 COVID 后的复苏，值得注意的是，伯克希尔的一项显著持股是一家主导的航空航天公司。</p>
<h2>你现在应该投资 1,000 美元在 ATI 吗？</h2>
<p>在你考虑 ATI 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给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场意识到之前立即购买……而 ATI 并不在名单上。</p>
<p>虽然 ATI 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

阿勒格尼

HEI.A

美国航天国防股指数 ETF - iShares

航空国防投资组合 ETF - PowerShares

标普航天与国防 ETF - SPDR

<p>分析师对三家航空航天组件制造商持乐观态度，因为 SpaceX 的首次公开募股即将到来。阿勒格尼技术公司（ATI）获得了分析师的强力支持，显示出显著的收入增长。Heico 公司（HEI）面临挑战，但具有复苏潜力，分析师对其前景依然持积极态度。伯克希尔哈撒韦的精密铸件公司虽然不是直接的航空航天投资，但仍然是该行业的关键参与者。这些公司可能会受益于在持续市场动荡中对航空航天行业日益增长的兴趣</p>

<p>As the hype surrounding the SpaceX IPO picks up speed ahead of what could be the largest public offering in history, savvy investors may also want to look around at other companies in the broader space (and aerospace/defense) industries. Airlines themselves have experienced significant turbulence so far in 2026 amid the ongoing Iran war and concerns that inflation will affect travel habits, among other factors. But aerospace component makers are not necessarily tied to the performance of the airline companies themselves. Indeed, many of these firms could play a crucial role in the intensifying publicly traded space race.</p>
<div class="lb-trans"><p>随着围绕 SpaceX IPO 的炒作加速，这可能成为历史上最大的公开募股，精明的投资者也可能想要关注更广泛的航天（以及航空/国防）行业中的其他公司。航空公司在 2026 年迄今经历了显著的波动，原因包括持续的伊朗战争和对通货膨胀将影响旅行习惯的担忧等因素。但航空航天组件制造商并不一定与航空公司本身的表现挂钩。实际上，这些公司中的许多可能在日益激烈的公开交易航天竞赛中发挥关键作用。</p>
</div><p>Three popular aerospace component manufacturers that each enjoy support from Wall Street are listed below. Though they have vastly different performance trajectories this year, these companies may each be poised to benefit in the lead-up to the SpaceX IPO, and potentially after as well.</p>
<div class="lb-trans"><p>以下是三家受到华尔街支持的热门航空航天组件制造商。尽管它们在今年的表现轨迹截然不同，但这些公司可能都准备在 SpaceX IPO 前后受益。</p>
</div><h2>Analyst Darling ATI Gives Plenty of Reasons for Enthusiasm</h2>
<div class="lb-trans"><h2>分析师宠儿 ATI 给予了许多乐观理由</h2>
</div><p>Allegheny Technologies Inc. NYSE: ATI, known as ATI, makes a variety of specialty materials and components for aerospace and defense applications, as well as a number of other industries. This means ATI is not a pure-play aerospace firm, but its diversification across sectors may appeal to investors looking to limit risk.</p>
<div class="lb-trans"><p>阿勒格尼科技公司（Allegheny Technologies Inc.）NYSE: ATI，简称 ATI，制造多种航空航天和国防应用的特种材料和组件，以及其他多个行业的产品。这意味着 ATI 并不是一家纯粹的航空航天公司，但其跨行业的多样化可能吸引那些希望降低风险的投资者。</p>
</div><p>ATI shares enjoy nearly universal support among analysts, who have assigned 10 Buy ratings compared to just a single Hold. The company received a rush of boosted price targets from analysts at KeyCorp, Deutsche Bank, and elsewhere in early May, but an impressive 40% in returns year-to-date (YTD) means that ATI has already just barely exceeded its consensus price estimate.</p>
<div class="lb-trans"><p>ATI 的股票在分析师中几乎获得了普遍支持，分析师们给予了 10 个买入评级，仅有一个持有评级。该公司在 5 月初收到了来自 KeyCorp、德意志银行等分析师的价格目标上调，但截至目前，ATI 的回报率已达到令人印象深刻的 40%，这意味着其已经略微超过了共识价格预期。</p>
</div><p>The early May time period is no coincidence, as it aligns with when ATI released its latest earnings, including an impressive $1.15 billion in revenue and an earnings-per-share result of $1, 12 cents ahead of expectations. Adjusted EBITDA was also up by 19% year-over-year (YOY), with expanding margins and strong free cash flow. Defense demand growth helped to fuel these achievements, but improving margins means that the company's mix should continue to improve going forward. This has also helped ATI navigate uncertainty surrounding the Middle East conflict better than some of its peers.</p>
<div class="lb-trans"><p>5 月初的时间并非巧合，因为这与 ATI 发布最新财报的时间一致，其中包括令人印象深刻的 11.5 亿美元收入和每股收益超出预期的 1.12 美元。调整后的 EBITDA 也同比增长了 19%，利润率扩大，自由现金流强劲。国防需求的增长推动了这些成就，但利润率的改善意味着公司的组合在未来应该会继续改善。这也帮助 ATI 比一些同行更好地应对中东冲突带来的不确定性。</p>
</div><h2>An Opportunity to Turn Around a Lagging Flight Support Business Could Send HEICO Soaring</h2>
<div class="lb-trans"><h2>逆转滞后的飞行支持业务的机会可能会让 HEICO 飙升</h2>
</div><p>On the opposite side of the performance spectrum is aerospace, defense, and electronics component manufacturer HEICO Corp. NYSE: HEI, which has experienced a share price drop of almost 10% YTD. This is despite posting record consolidated results in the latest reported quarter, including 13% YOY gains to net income and growing net sales and EBITDA.</p>
<div class="lb-trans"><p>在表现光谱的另一端是航空航天、国防和电子组件制造商 HEICO Corp. NYSE: HEI，尽管在最新报告的季度中发布了创纪录的合并业绩，包括净收入同比增长 13% 和净销售及 EBITDA 的增长，但其股价 YTD 已下跌近 10%。</p>
</div><p>The flight support segment in particular was strong, achieving excellent operating income growth as HEICO strengthened its offerings with some notable acquisitions.</p>
<div class="lb-trans"><p>尤其是飞行支持部门表现强劲，随着 HEICO 通过一些显著的收购增强了其产品，取得了出色的营业收入增长。</p>
</div><p>However, HEICO has continued to face margin pressure in another corner of its business, the electronic technologies group segment. This was partially due to an unfavorable product mix, but also the result of lower space shipments. Given the strengths across many other areas of HEICO's business, investors may be optimistic that the company can turn around this branch—and if so, it could be fortuitous timing, as demand is likely to accelerate surrounding the SpaceX offering.</p>
<div class="lb-trans"><p>然而，HEICO 在其业务的另一个领域，即电子技术组，继续面临利润压力。这部分是由于不利的产品组合，但也与航天出货量下降有关。考虑到 HEICO 其他许多领域的优势，投资者可能对公司能够扭转这一部门持乐观态度——如果成功，这可能是一个幸运的时机，因为围绕 SpaceX 发行的需求可能会加速。</p>
</div><p>Despite the lackluster share price performance, analysts are generally quite positive about HEI shares. A solid 10 out of 18 call the stock a Buy, and consensus price targets suggest the potential for about 20% in upside going forward.</p>
<div class="lb-trans"><p>尽管股价表现平平，分析师们对 HEI 股票普遍持积极态度。18 位分析师中有 10 位将该股票评为买入，市场共识价格目标表明未来有约 20% 的上涨潜力。</p>
</div><h2>Indirect Access Through One of the Most Popular Conglomerates</h2>
<div class="lb-trans"><h2>通过最受欢迎的综合企业间接接触</h2>
</div><p>Although Berkshire Hathaway Inc. NYSE: BRK.B is a massive conglomerate with interests and operations across many industries and sectors. Its subsidiary, Precision Castparts, is among the largest manufacturers of complex metal components and materials for aircraft. Berkshire acquired the company in 2016 for about $37 billion.</p>
<div class="lb-trans"><p>尽管伯克希尔哈撒韦公司（Berkshire Hathaway Inc.）NYSE: BRK.B 是一家在多个行业和领域拥有广泛利益和运营的大型综合企业，但其子公司 Precision Castparts 是航空器复杂金属组件和材料的最大制造商之一。伯克希尔于 2016 年以约 370 亿美元收购了该公司。</p>
</div><p>Berkshire wrote off close to a third of the company's value amid the COVID pandemic, which decimated travel and aerospace companies. However, in the years since, Precision has once again scaled up operations and is thriving.</p>
<div class="lb-trans"><p>伯克希尔在 COVID 大流行期间注销了该公司近三分之一的价值，这场疫情重创了旅行和航空航天公司。然而，在随后的几年中，Precision 再次扩大了运营并蓬勃发展。</p>
</div><p>Of course, an investment in Berkshire is not a direct way of gaining exposure to the niche aerospace component industry, so this company may appeal to investors looking for a broader approach (or seeking to join the legions of investors following the company Warren Buffett brought to prominence). Still, given Precision's size and importance throughout the industry, as well as its post-COVID recovery, it's worth keeping in mind that one of Berkshire's notable holdings is a dominant aerospace firm.</p>
<div class="lb-trans"><p>当然，投资伯克希尔并不是直接接触小众航空航天组件行业的方式，因此这家公司可能吸引那些寻求更广泛投资方式的投资者（或希望加入沃伦·巴菲特所带来的投资者大军）。不过，考虑到 Precision 在整个行业中的规模和重要性，以及其在 COVID 后的复苏，值得注意的是，伯克希尔的一项显著持股是一家主导的航空航天公司。</p>
</div><h2>Should You Invest $1,000 in ATI Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 ATI 吗？</h2>
</div><p>Before you consider ATI, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 ATI 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 ATI 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给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场意识到之前立即购买……而 ATI 并不在名单上。</p>
</div><p>While ATI currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 ATI 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</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>

分析师青睐的三家重要航空航天零部件制造商