Boeing ( BA , Financial ) shares rose over 2%, reaching $158.13. The company announced the resumption of contract negotiations with its largest union. These discussions aim to resolve the ongoing strike involving approximately 33,000 workers at Boeing's West Coast factories in the United States. Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios. ...

Boeing is set to resume negotiations with union bosses on Monday.The strike is costing Boeing $50 million a day, a BofA analyst estimated.33,000 members of the IAM union have been on strike since September 13. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. Email address ...

文章核心观点 - 波音公司的机械工人工会要求提高工资、增加带薪休假时间和恢复养老金计划 [1][2][3] - 工会拒绝了波音公司提出的30%涨薪的方案,坚持要求恢复定额养老金计划 [2][3][4] - 波音公司为了尽快结束罢工损失,可能会同意工会的养老金要求 [4] 根据相关目录分别进行总结 工会的要求 - 要求40%的工资涨幅,但波音公司只提供了25%的涨幅 [2] - 要求恢复定额养老金计划,而不是现有的401(k)计划 [3][4] - 要求增加带薪休假时间 [1] 波音公司的应对 - 提出了30%的工资涨幅方案,但被工会拒绝 [2] - 为了尽快结束罢工损失,可能会同意工会的养老金要求 [4] 定额养老金计划与401(k)计划的比较 - 定额养老金计划更简单稳定,但公司不喜欢承担投资风险 [5] - 401(k)计划更灵活,但需要员工自行管理 [5] - 随着员工工作年限变短,401(k)可能更适合现代就业模式 [5]

文章核心观点 - 美国航天公司ULA(United Launch Alliance)正在寻求买家,但迄今为止尚未找到合适的收购方[1][2][3][4] - 尽管ULA的估值相对较低,但潜在买家如蓝色起源(Blue Origin)和火箭实验室(Rocket Lab)等都已退出竞争[4] - 据报道,目前唯一有意收购ULA的公司是私营航天公司Sierra Space,但交易能否最终达成仍存在不确定性[4][5][6][7] 根据目录分别总结 ULA的估值和业务情况 - ULA 2022年营收达13亿美元,2024年发射频率有望恢复并超过2023年水平[2] - 按照航天公司通常的3-4倍年销售额的估值,ULA的估值应该在40-50亿美元之间[2] - 这意味着ULA的当前2-3亿美元的估值价格是一个相当便宜的收购机会[2] 潜在买家情况 - 此前曾有蓝色起源、火箭实验室等公司表达过收购ULA的兴趣,但最终都未能达成交易[4] - 目前唯一有意收购ULA的公司是私营航天公司Sierra Space,但其财务实力和现金流可能难以支撑大规模收购[7] - Sierra Space目前正在进行多个航天项目,资金可能已经紧张,能否筹集足够资金收购ULA存在不确定性[7]

文章核心观点 - 波音和洛克希德·马丁的合资公司联合发射航天公司(ULA)成功发射了其"猎户座"火箭的第二次任务,这是获得五角大楼任务认证的关键一步[1] - "猎户座"火箭旨在取代ULA的旗舰火箭"阿特拉斯五号",并与埃隆·马斯克的SpaceX及其可重复使用的"猎鹰9号"火箭竞争[1] 关于公司 - ULA成功发射了"猎户座"火箭的第二次任务,这是获得五角大楼任务认证的关键一步[1] - "猎户座"火箭旨在取代ULA的旗舰火箭"阿特拉斯五号"[1] - "猎户座"火箭将与SpaceX的"猎鹰9号"火箭展开竞争[1] 关于行业 - 航天公司正在开发新一代火箭,以取代老旧的火箭型号,并与竞争对手展开激烈竞争[1] - 获得五角大楼的任务认证对航天公司来说至关重要[1]

The Boeing Company (BA) recently secured a modification contract worth $251.4 million for the production of fan duct transactional spares for KC-135 aerial refueling tanker aircraft. The award has been offered by the Defense Logistics Agency Aviation, Tinker Air Force Base, OK. Significance of BA's KC-135 Boeing's KC-135 Stratotanker is an aerial refueling aircraft that provides core aerial refueling capability for the U.S. Air Force and has excelled in this role for more than 60 years. The KC-135 is also c ...

文章核心观点 - 波音公司(Boeing)在9月份股价下跌12.5%,主要原因是公司管理层未能与国际机械工人联合会(IAM)就新合同达成协议,导致持续的罢工行动[1] - 波音的商用航空业务面临困难,737窄体机型交付量在2022年上半年大幅下降,原因是制造质量问题迫使管理层放缓交付速度[2] - 波音的国防业务也表现疲弱,新任CEO立即免去了国防、航天与安全业务CEO,突出了该业务在固定价格开发项目上存在的问题[3][4] - 尽管公司面临挑战,但凭借多年积累的订单量,波音仍有潜力克服困难,关键在于尽快解决合同谈判,新任CEO也可能有助于扭转局面[5]

ARLINGTON, Va., Oct. 2, 2024 /PRNewswire/ -- The Boeing Company [NYSE: BA] will release its financial results for the third quarter of 2024 on Wednesday, October 23.President and Chief Executive Officer Kelly Ortberg and Executive Vice President and Chief Financial Officer Brian West will discuss the results and company outlook during a conference call that day at 10:30 a.m. ET.The event webcast link is available on the Events and Presentations section of www.boeing.com/investors where the news release and ...

The Boeing Company (BA) recently clinched a modification contract for providing sustainment services to C-17 Globemaster III transport aircraft. The award has been provided by the Air Force Lifecycle Management Center, Robins Air Force Base, GA.Details of the DealValued at $1.68 billion, the contract is projected to be completed by Oct. 31, 2027. Work related to this deal will be carried out in various locations across the United States and worldwide. This contract includes Foreign Military Sales to Austral ...

When navigating a changing business cycle, such as today’s triggered by the Federal Reserve (the Fed) cutting interest rates, investors should focus on fundamentals and keeping a risk-to-reward profile that favors their portfolios in the coming quarters. For this reason, stocks that trade near their 52-week lows are a great place to start looking for potential value and recovery plays.There are those who believe that stocks will trade down for a reason, and while they may be right, that isn’t always the cas ...