This once iconic aerospace company has fallen from grace. Is now the time to buy its beaten-down stock?With shares down by almost 50% over the last five years, Boeing (BA -0.78%) has dramatically lagged the S&P 500, which is up by nearly 80% over that same time frame. Despite a deep competitive moat and a virtual duopoly in the market for large jet airliners, management has been unable to turn these advantages into sustainable shareholder value. Boeing's quality-control and legal challenges are dragging dow ...

文章核心观点 - 波音公司第二季度业绩预计将出现下滑 [1][2] - 公司的商业和防务交付量下降将对收入造成不利影响 [10][12][13] - 787飞机检查和返工成本以及供应链挑战将影响公司的利润 [15] - 公司股价在今年以来大幅下跌,低于行业平均水平 [16][19][20] 根据相关目录分别进行总结 业绩预测 - 第二季度收入预计下降11.4%至175亿美元 [2] - 第二季度每股亏损1.68美元,较上年同期恶化 [2] - 公司过去4个季度中有3个季度业绩超出预期,平均超出17.83% [3][4] - 本季度业绩预计不会超出预期,因为公司目前评级为"卖出"且存在负的盈利预期差 [5] 业务表现 - 服务业务收入和利润有望保持增长,预计分别增长6.4%和10.7% [9] - 商业和防务交付量下降分别为32.4%和26.3%,将拖累相关业务收入 [10][13] 其他因素 - 787飞机检查和返工成本以及供应链挑战将影响利润 [15] - 公司股价在今年以来大幅下跌28.3%,低于行业平均水平 [16][19][20] - 公司投资回报率为负,表明其投资未能产生足够的回报 [25][27]

Just because SpaceX has the world's cheapest rocket prices doesn't mean it will win all the contracts.Is the U.S. Space Force playing favorites in space?In 2022 and 2023, SpaceNews reports that the United States Space Force (USSF) awarded 60% of its National Security Space Launch Phase 2 (NSSL2) rocket contracts to the United Launch Alliance (ULA) joint venture of Boeing (BA 1.38%) and Lockheed Martin (LMT 0.65%). SpaceX, which charges significantly less per launch than does ULA, was nevertheless awarded on ...

文章核心观点 - 文章主要报道了2023年法恩伯勒国际航空展上波音和空客的订单情况，强调了尽管面临供应链挑战，两家公司仍取得了不错的订单成绩，并展示了对于安全和质量的重视[2][3][4][5][6][7][8][9] 波音订单情况 - 波音在航空展上宣布了118笔订单和承诺，总价值达到171亿美元。经过调整，去除客户揭露和选项订单后，波音实际宣布的订单和承诺为76笔，总价值102亿美元。具体包括： - 54笔临时协议，价值90亿美元 - 22笔正式合同，价值12亿美元 - 所有正式合同均为波音737 MAX系列，临时订单则涉及宽体和货机型号[4] 空客订单情况 - 空客在航空展上宣布了234笔飞机订单，总价值188亿美元。处理后，空客的订单情况如下： - 51笔正式合同，价值61亿美元 - 13笔正式订单，价值11亿美元 - 100笔临时协议，价值68亿美元 - 空客的订单主要集中在A350和A330neo系列，这些订单对于空客来说非常重要，尤其是A330neo并非快速销售型号[6] 其他飞机制造商订单情况 - 除了波音和空客，其他飞机制造商如巴西航空工业公司（Embraer）和ATR等在航空展上的订单较少。Embraer仅宣布了9架C-390军用运输机的订单，而ATR和德哈维兰加拿大公司共宣布了30架飞机的订单，总价值16亿美元[7] 航空展总体订单情况 - 航空展上共宣布了375笔订单和承诺，总价值375亿美元。去除客户揭露后，订单和承诺总数为362笔，总价值338亿美元。空客以234笔订单和188亿美元的价值领先，而波音以98笔订单和135亿美元的价值紧随其后。去除选项订单后，空客和波音的订单和承诺分别为164笔和76笔，价值分别为141亿美元和102亿美元[8] 结论 - 尽管面临供应链挑战，波音和空客在航空展上都取得了不错的成绩，展示了对于安全和质量的重视。两家公司的股票被认为是长期买入的好选择，尽管供应链问题仍然是一个挑战[9]

文章核心观点 - 波音公司发布了2024-2043年的商用航空市场展望报告,为航空航天行业投资者提供了许多可操作的洞见 [1][2] - 报告预测未来20年内全球航空机队将从2024年的26,750架增长到2043年的50,170架,年均增长率为3.2% [3] - 其中20,565架用于替换老旧机型,23,410架用于机队规模扩张,共计43,975架新飞机 [3] - 客运量预计将以年均4.7%的速度增长 [3] - 宽体机队年增长率为3.65%,窄体机队为3.56%,货机为2.59%,而区域喷气机机队将以1.64%的年降幅收缩 [3] - 未来20年航空服务市场规模将达到4.4万亿美元 [3] 行业总结 - 由于近年来新飞机交付困难,航空机队的退役速度放缓,平均机龄有所上升,这对航空维修服务公司AAR来说是利好 [4][5] - 复合材料供应商Hexcel受益于新机型使用更多复合材料,未来20年43,975架新飞机的交付将大幅拉动复合材料需求 [7][8][9] - 航空发动机制造商GE航空从更多飞机交付和客运量增长中获益,尤其是窄体机型和宽体机型的强劲需求 [10][11][12]

Boeing (BA) closed the latest trading day at $186.89, indicating a +1.38% change from the previous session's end. The stock's performance was ahead of the S&P 500's daily gain of 1.11%. Elsewhere, the Dow gained 1.64%, while the tech-heavy Nasdaq added 1.03%.Shares of the airplane builder witnessed a gain of 1.01% over the previous month, trailing the performance of the Aerospace sector with its gain of 3.71% and outperforming the S&P 500's loss of 1.16%.The upcoming earnings release of Boeing will be of gr ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Airbus showed off its A321-XLR -- a model that aims to straddle the medium and long-range segments -- at the Farnborough International Airshow in Britain. Boeing's safety troubles and the Airbus scramble to ramp up production should have left a gap for smaller rivals to challenge their domination of the commercial airliner marke ...

Despite the commercial air travel statistic riding high in recent times, share price performance has not been decent for The Boeing Company (BA) , of late. Notably, shares of America’s largest passenger aircraft maker lost 29.5% year to date, underperforming the Zacks aerospace-defense industry, the broader Zacks Aerospace sector, as well as the S&P 500. The company also lagged the year-to-date return of two key commercial jet makers Embraer (ERJ) and Textron (TXT) , whose shares surged 55.9% and 13.5%, res ...

In its upcoming report, Boeing (BA) is predicted by Wall Street analysts to post quarterly loss of $1.68 per share, reflecting a decline of 104.9% compared to the same period last year. Revenues are forecasted to be $17.49 billion, representing a year-over-year decrease of 11.4%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 44% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this peri ...

In the lead-up to earnings, Boeing (NYSE:BA) has been cruising at a level altitude. Boeing stock has stayed rangebound, barely straying from between $175 and $200 per share. Still, it’s very possible that the current performance of shares in this aerospace giant is merely the calm before storm.Turbulence may soon return for this stock. Yes, BA has already fallen by more than 30% since the start of the year, but don’t assume this fully considers its current issues. Boeing’s earnings release may raise concern ...