Aircraft Manufacturing
搜索文档
Wall Street Breakfast Podcast: Kenvue In Focus
Seeking Alpha· 2025-09-23 18:33
健维士公司动态 - 健维士股价在盘前交易中上涨6% 此前一个交易日曾下跌7.5% [3] - 股价下跌源于特朗普政府警告孕妇服用对乙酰氨基酚与儿童自闭症存在关联 [4] - 公司声明称对乙酰氨基酚是孕妇最安全的止痛选择 并否认其与自闭症存在可信证据 [5] - 美国食品药品监督管理局强烈建议孕期不要使用对乙酰氨基酚 [5] - 事件可能引发针对健维士的诉讼 [6] 波音公司业务 - 波音获得乌兹别克斯坦航空公司最多22架787梦幻客机的订单 这是该航司有史以来最大采购 [7] - 确认订单包括14架787-9飞机 并拥有另外8架的选择权 [8] - 该笔订单旨在实现宽体机队现代化 以拓展飞往美国等地的国际长途航线 [8] - 乌兹别克斯坦航空现有787-8机队连接欧洲、亚洲和美国市场 [9] Meta平台业务 - Meta为其Facebook Dating服务推出两项新功能以对抗“滑动疲劳” [11] - 新功能包括一款提供个性化帮助的约会助手聊天机器人 将逐步在美国和加拿大推出 [11] - 另一项“Meet Cute”功能将每周通过个性化匹配算法为用户自动匹配“惊喜对象” 用户可随时选择退出 [12] - 受此消息影响 竞争对手Match Group和Bumble股价分别下跌5.4%和3% [12] 其他公司要闻 - Cassava Sciences股价盘前大涨28% 因公司领导层进行了重大投资 总裁兼首席执行官购买了价值534,743美元的237,941股股票 [14] - 高通公司举行为期三天的骁龙峰会 峰会公告通常为移动、PC和汽车处理设定基准 [15] - SPS Commerce举办投资者日活动 管理层将介绍战略投资和增长机会 [15] 市场及大宗商品 - 道指、标普和纳斯达克指数期货上涨 原油价格上涨0.4%至每桶62美元 比特币上涨0.3%至113,000美元 黄金上涨1%至3,785美元 [13] - 富时100指数上涨0.3% 德国DAX指数上涨0.7% 日本市场因假日休市 [13]
Trump says Uzbekistan Airways to buy up to 22 Boeing 787 Dreamliners for over $8 billion
Reuters· 2025-09-23 06:52
U.S. President Donald Trump said on Monday Uzbekistan Airways signed a deal with Boeing for over $8 billion in which Uzbekistan Airways plans to acquire up to 22 Boeing 787 Dreamliners. ...
Brazil regulator sees realistic Embraer flying taxi certification in 2027
Reuters· 2025-09-23 00:41
公司进展 - 巴西航空工业公司可能于2027年获得其电动飞机的认证 [1] - 巴西航空监管机构新任负责人表示希望将这一里程碑提前一年实现 [1]
Embraer gets firm order for 24 E195-E2 jets from LATAM
Reuters· 2025-09-22 20:07
Brazilian planemaker Embraer's E195-E2 jet will join LATAM Airlines' fleet after the Chile-based carrier placed a firm order for 24 aircraft, with purchase options for another 50, the companies said o... ...
Boeing's Recovery Accelerates As Key Aircraft Deliveries Surge
Yahoo Finance· 2025-09-20 00:16
公司运营复苏 - 公司运营复苏势头增强,关键737 MAX和787项目飞机交付量显著增加 [1] - 737 MAX项目第三季度预计交付约118架,高于第二季度的104架和去年同期的92架 [2] - 787项目第三季度预计交付26架,高于第二季度的24架和去年同期的14架 [3] 财务与估值 - 分析师重申买入评级和270美元目标价,理由是交付稳定和现金流复苏 [1] - 目标价基于每股11美元的正常化自由现金流模型,并给予其相对于标普500指数的溢价 [4] - 溢价合理性源于商用飞机需求韧性、737和787项目利润率提升潜力、可能的外部参与以及国防合同获胜 [5] 项目进展与挑战 - 787项目是公司发展势头的关键贡献者 [3] - 生产线产能目前限制在每月38架,提升至42架的时间取决于美国联邦航空管理局在第四季度晚些时候的批准 [4] - 公司面临执行挑战、劳动力限制、汇率波动和声誉风险等短期不利因素 [5] 客户交付与市场拓展 - 越捷航空将接收其首架737 MAX飞机,这对该越南航空公司是一个重要里程碑 [6] - 越捷航空今年早些时候为其超过20架波音787飞机获得了3亿美元的融资协议 [6] 国防业务发展 - 公司国防产品组合持续增长,获得新加坡的新合同,将供应四架P-8A海上巡逻机 [7]
Statement from Bart Demosky, Executive Vice President and Chief Financial Officer, on Daniel Desjardins, Senior Director, Global Risk Management and Insurance, Receiving the Risk and Insurance Management Society’s Donald M. Stuart Award
Globenewswire· 2025-09-19 19:30
MONTREAL, Sept. 19, 2025 (GLOBE NEWSWIRE) -- In his role as Senior Director, Global Risk Management and Insurance at Bombardier, Daniel Desjardins has shaped the risk management and insurance landscape, as well as Bombardier’s journey, in profound ways. This week, the Risk and Insurance Management Society (RIMS) recognized that impact by presenting him with the Donald M. Stuart award, Canada’s highest honour within the risk management field. Few individuals leave a legacy as enduring as Daniel’s. Over the ...
Positive Signals For The U.S.-China Relationship
Seeking Alpha· 2025-09-19 19:26
Moving forward Expectations are high for a phone call between President Trump and President Xi Jinping at 9 AM ET, as a thawing of U.S.-China tensions is said to be in the making. In recent weeks, negotiations between the two sides have taken place at a high level, including meetings between Secretary of State Marco Rubio, Treasury Secretary Scott Bessent, and Secretary of War Pete Hegseth with their Chinese counterparts. A lot is on the agenda, and if everything goes to schedule, a trip by Trump to C ...
Woodward to Build a 300,000-Square-Foot Manufacturing Facility for Aircraft Spoiler Actuation Systems in Spartanburg County, South Carolina
Globenewswire· 2025-09-16 22:15
项目投资与战略规划 - 公司宣布投资2亿美元在南卡罗来纳州斯帕坦堡县建设30万平方英尺精密制造工厂[1][5] - 工厂计划2027年投产 后续将逐步扩大生产规模和招聘规模以满足市场需求[1] - 选址基于当地完善的制造业基础设施 熟练航空航天人才储备及关键供应商邻近优势[5] 产品与技术布局 - 新工厂专注于生产飞机飞行控制关键部件——伺服液压作动系统[2] - 初期主要产能将用于空客A350扰流板作动系统生产[2] - 采用垂直整合和高度自动化模式 借鉴LEAP和GTF飞机发动机项目的运营经验[4] 市场拓展方向 - 项目标志着公司正式成为空客扰流板作动系统供应商[4] - 工厂将助力公司拓展液压飞行控制设计能力至其他商用飞机制造商和应用领域[5] - 通过能源控制解决方案支持清洁能源未来发展战略[5][7] 就业与经济效益 - 项目预计创造275个制造业、工程和商业运营高质量岗位[3] - 未来存在显著劳动力扩张潜力[3] - 南卡罗来纳州政府提供具有竞争力的激励方案支持项目落地[5]
Boeing To Deliver First 737 Max Aircraft To VietJet 9 Years After Receiving Order: Report - Boeing (NYSE:BA)
Benzinga· 2025-09-16 13:04
公司动态 - 波音公司向越南越捷航空交付首架737 Max飞机 交付仪式在波音工厂举行 越捷航空总裁出席[1] - 越捷航空此前与AV AirFinance达成3亿美元融资协议 用于购买超过20架波音787宽体飞机[2] - 波音公司与新加坡政府达成协议 将提供四架P-8A海上巡逻机以增强其军事能力[2] 法律风险 - 波音公司面临法律挑战 737 Max空难遇难者家属反对司法部驳回刑事欺诈指控的动议[3]
Bombardier Announces 2024 Winners of its Supplier Recognition Program
Globenewswire· 2025-09-16 05:46
Bombardier’s Supplier Recognition Program now includes three new award categories — Environmental Sustainability, Quality, and Outstanding Partnership. Winners in these categories will be honored alongside recipients of the prestigious Diamond AwardAwards are granted to suppliers who have demonstrated outstanding performance in 2024With the renewal of this program, Bombardier is proud to continue its longstanding tradition of recognizing suppliers for their commitment to excellence Bombardier presented the ...