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“Back To The Future” - The Great M&A Journey For Boeing
Forbes· 2024-12-18 02:28
FARNBOROUGH, ENGLAND - JULY 18: The Boeing logo is seen on the side of a Boeing 737 MAX during the ... [+] Farnborough International Airshow.(Photo by John Keeble/Getty Images)Getty ImagesFor the last several months, Boeing has been conducting a review of potential divestitures to reduce its enormous net debt load of $45 Billion. The debt was accumulated over the past six years by the production halt of the 737MAX due to two fatal crashes in 2018 and 2019, followed by the pandemic in 2020 and continued qual ...
BA to Invest $1 Billion to Raise 787 Dreamliner Production Rate
ZACKS· 2024-12-16 23:57
公司核心观点 - 波音公司(BA)计划投资10亿美元扩展其在南卡罗来纳州查尔斯顿县的工厂,目标是到2026年将787 Dreamliner的生产量翻倍至每月10架 [1] 787 Dreamliner的重要性 - 787 Dreamliner系列飞机具有无与伦比的燃油效率和航程灵活性,其轻质且坚固的复合结构帮助减少25%的燃油使用和排放 [2] - 自2021年进入商业服务以来,787系列飞机已帮助航空公司开通了超过410条新直飞航线,并运送了超过9亿乘客,完成了超过450万次航班 [3] 公司增长前景 - 航空乘客流量的增加和对燃油效率高、现代化飞机的需求推动了商用航空市场的增长 [4] - Mordor Intelligence预测,2024-2030年间全球商用航空市场的复合年增长率将超过6.7% [5] - 波音公司在全球范围内有超过10,000架飞机在服役,其商用飞机的订单 backlog 超过5,400架,价值4277.3亿美元,表明市场对新型燃油效率高的飞机需求不断增加 [5] 其他防御性股票的机会 - 空客公司(EADSY)在全球范围内有超过12,000架飞机在服役,提供现代、燃油效率高的飞机,帮助航空公司减少碳足迹 [6] - 通用动力公司(GD)是著名的商务喷气机生产商,提供飞机维修、支持和完成服务,其长期盈利增长率为11.7% [7] - 德事隆公司(TXT)的Cessna部门提供多种商用飞机,包括商务喷气机、涡轮螺旋桨飞机和活塞发动机飞机,其长期盈利增长率为10.1% [8][9] 公司股价表现 - 波音公司股价在过去一个月内上涨了19.3%,而行业平均下跌了0.4% [10]
Millennium Space Systems Names Tony Gingiss as CEO
Prnewswire· 2024-12-16 21:00
EL SEGUNDO, Calif., Dec. 16, 2024 /PRNewswire/ -- Tony Gingiss is chief executive officer of Millennium Space Systems, a Boeing Company [NYSE: BA], effective December 9. Gingiss has more than 30 years of experience in executive leadership, operations, design and production, across commercial, civil, defense and national security space. He previously held pivotal roles with Terran Orbital, Virgin Orbit and Airbus OneWeb Satellites. Tony Gingiss, CEO "We're pleased to welcome Tony back to Boeing as he tak ...
Boeing to Spend $1 Billion on 787 Dreamliner Manufacturing Expansion
Investopedia· 2024-12-13 22:16
Key TakeawaysBoeing said it would invest $1 billion in expanding its operations in South Carolina, where it produces the 787 Dreamliner.The company is looking to increase production of the plane to 10 per month by 2026, with expansions to the South Carolina facilities online by early 2027.Boeing has faced a number of production issues this year, including a nearly two-month strike at its Washington facilities. Boeing (BA) is investing $1 billion in expanding its facilities in South Carolina to ramp up produ ...
Boeing Stock: Clearer Skies Ahead (Technical Analysis)
Seeking Alpha· 2024-12-13 21:50
After dropping over 30% in the last year and many safety controversies in recent years, The Boeing Company (NYSE: BA ) stock may finally have some clearer skies ahead. In the below technical analysis, I determine that there areI'm a technically-oriented Canadian investor with a focus on U.S. markets, particularly in tech and financials. I graduated with a Bachelor of Commerce Degree with Distinction, with a major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Hon ...
Boeing is spending $1 billion to expand a plant that builds the 787 as it seeks to boost production
Business Insider· 2024-12-13 18:51
Boeing has committed $1 billion to expand its 787 Dreamliner manufacturing plant in South Carolina.The investment aims to upgrade infrastructure and create 500 jobs over five years.Boeing is looking to ramp production up after a tough year in which it faced major losses. Boeing said on Thursday it will commit $1 billion to its 787 Dreamliner manufacturing plant in South Carolina as it seeks to ramp up production after a difficult 2024.Advertisement The Virginia-based firm has planned for the investment to ...
Boeing Clinches a $450M Contract to Support the F-15 JSI Program
ZACKS· 2024-12-13 00:40
The Boeing Company (BA) recently secured a contract to incorporate the production of command and control (C2) capabilities for the F-15 Japan Super Interceptor (JSI) Program. The award was provided by the Air Force Life Cycle Management Center, Wright-Patterson Air Force Base, OH.Valued at $450 million, the contract is expected to be completed by February 2030. Per the terms of the deal, Boeing will provide for the acquisition of radars, self-protection systems and mission computer units for the F-15 JSI pr ...
Boeing (BA) Laps the Stock Market: Here's Why
ZACKS· 2024-12-12 07:52
The most recent trading session ended with Boeing (BA) standing at $165.96, reflecting a +1.13% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 0.82%. Meanwhile, the Dow experienced a drop of 0.22%, and the technology-dominated Nasdaq saw an increase of 1.77%.The airplane builder's stock has climbed by 13.04% in the past month, exceeding the Aerospace sector's loss of 4.4% and the S&P 500's gain of 0.8%.The investment community will be closely mon ...
Boeing Hits A New Low On Airplane Deliveries
Seeking Alpha· 2024-12-12 07:31
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.On the day The Boeing Company (NYSE: BA ) restarted production on the Boeing 737 MAX program, the US jet maker also posted its order and delivery figures for the month of November. The two news items marked the reality of deliveriesDhierin runs the ...
Boeing: Ready To Fly, So I'm Ready To Buy
Seeking Alpha· 2024-12-11 22:23
核心观点 - 文章探讨了在市场周期中,如何通过非传统的方法来投资,特别是以波音公司(Boeing)为例,展示了作者在投资策略上的独特视角 [1] 作者背景 - 作者Rob Isbitts是Sungarden Investment Publishing的创始人,管理Sungarden YARP Portfolio投资组合,专注于现代投资环境的导航,强调谦逊、纪律和非传统的收入投资方法 [1] - 作者自1980年代以来一直在跟踪投资,曾在投资顾问和基金管理领域工作多年,2020年半退休后,现在专注于这个投资团体 [1] 投资策略 - 作者强调市场会讲述一个故事,投资者需要学会倾听,并通过这种方式来指导投资决策 [1] 投资组合 - Sungarden YARP Portfolio是一个社区,致力于在现代投资环境中导航,采用谦逊、纪律和非传统的收入投资方法 [1] 分析师披露 - 分析师持有波音公司(Boeing)股票的多头头寸,通过股票所有权、期权或其他衍生品持有 [2] - 分析师表示,文章表达了他个人的观点,并未接受除Seeking Alpha以外的任何补偿,且与文中提到的公司没有业务关系 [2]