The aerospace giant faces an extended strike, but it's in everybody's interest to resolve it as soon as possible.Boeing (BA -0.78%) got more bad news this week. Its unresolved negotiations with the International Association of Machinists and Aerospace Workers (IAM) threaten the company's cash situation and could lead it to raise funding or even resort to layoffs.Despite the uncertainty, a UBS analyst recently maintained a buy rating on the stock and a $240 target. Shares currently trade around $155.Boeing f ...

Boeing is "eliminating" first and business-class travel for executives, per a memo seen by BI.The aviation giant is battling to cut costs after thousands of workers went on strike.Boeing is also freezing hiring and considering furloughs, amid fears the strike could cost it billions. 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 ...

文章核心观点 - 航空业需求强劲,预计未来20年内全球机队将以3.2%的年增长率增长,新机交付量将达到42,430架 [3][6] - 波音和空客主导了商用航空飞机市场,过去10年股价涨幅超800% [7] - 但波音近年来面临多重问题,包括737 MAX事件、777X项目延迟等,导致股价近10年来基本无涨幅 [7][8] 行业总结 行业现状 - 航空业需求强劲,预计未来20年内全球机队将以3.2%的年增长率增长,新机交付量将达到42,430架 [3][6] - 波音和空客主导了商用航空飞机市场,是行业内的两大巨头 [6] 行业挑战 - 波音近年来面临多重问题,包括737 MAX事件、777X项目延迟等,导致股价近10年来基本无涨幅 [7][8] - 波音面临信用评级下调风险,债务水平较高,需要采取措施维持投资级信用评级 [10][11][12][14] - 波音最近遭遇罢工,可能会进一步拖慢其复苏进程 [8][13] 行业前景 - 尽管面临诸多挑战,但波音仍是行业内的主导者之一,拥有超5,400架飞机的庞大订单量,为未来发展奠定了基础 [23][24] - 一旦解决生产问题,波音的现金流和利润率有望在未来几年内大幅改善 [24][26][27]

Key TakeawaysBoeing is taking substantial cost-cutting measures days after its largest union voted to strike.The measures at Boeing include a hiring freeze, a pause in purchase orders, and the delay of pay increases, according to a memo sent to employees.The International Association of Machinists and Aerospace Workers rejected Boeing's tentative labor offer Thursday evening. Boeing (BA) is putting in place a hiring freeze and implementing other cost-cutting steps after its largest labor union approved a st ...

Boeing shares slipped on Monday as the planemaker grapples with an ongoing strike and a ballooning threat to its bottom line.  Chief Financial Officer Brain West, in a letter to employees, outlined the risks facing the company while also announcing a hiring freeze as well as a delay in pay hikes for salaried workers. Read his memo to Boeing's rank and file below.  Ticker Security Last Change Change % BA THE BOEING CO. 156.07 -0.69 -0.44% BOEING CEO'S CONTROVERSIAL HOME PURCHASE Memo to Boeing Employees Te ...

文章核心观点 - 波音公司正在冻结招聘并计划让"许多"员工休假,以应对工人大规模罢工带来的支出压力[1][2] - 公司表示罢工"严重危及我们的复苏",将暂停大部分员工出差和非必要的资本支出[1][2] - 约33,000名波音工人在上周五投票决定罢工,要求获得更高的工资[1] - 公司财务总监表示,公司正在"考虑在未来几周内对许多员工、管理人员和高管实施临时休假"[1] 行业和公司情况 - 公司表示"我们的业务正处于艰难时期",罢工"严重危及我们的复苏",必须采取行动保留现金并确保未来[2] - 公司股价在纽约证券交易所下跌1.3%[2] - 上周的投票中,95%的参与工人拒绝了公司提出的包括4年内25%涨薪的临时协议,96%支持罢工[2] - 罢工将暂停波音737 Max机型的生产,这是公司最畅销的机型,因为公司正在应对产出延迟和不断增加的债务[2] - 今年1月,一架全新的Max机型在飞行中出现机舱板爆裂事故,引发了关于公司飞机安全性和质量的新危机[3] - 公司Starliner航天器在本月返回地球时未能载运两名宇航员前往国际空间站,也引发了人们对公司航天业务的质疑[3]

Boeing said it is freezing hiring and weighing temporary furloughs in the coming weeks to manage costs as a strike by more than 30,000 Boeing workers who build planes in factories on the West Coast stretched into its fourth day on Monday.“I know that these actions will create some uncertainty and concern,” Boeing CFO Brian West wrote in a letter to employees shared on Monday. “This strike jeopardizes our recovery in a significant way and we must take necessary actions to preserve cash and safeguard our shar ...

Workers with picket signs outside the Boeing Co. manufacturing facility during a strike in Everett, Washington, US, on Friday, Sept. 13, 2024.Boeing announced sweeping cost cuts on Monday, including a hiring freeze, a pause on nonessential staff travel and a reduction on supplier spending to preserve cash as it deals with a strike of more than 30,000 factory workers.Boeing factory workers, mostly in the Seattle area, started walking off the job early Friday after overwhelmingly rejecting a tentative labor d ...

The S&P 500 has been trading within 10% of its all-time high price, which means most investors and stocks could be doing great by following the overall market trend. However, that’s not the case today, as some names have significantly fallen behind the broader market. While some might dismiss these stocks as underperformers, others will see them as opportunities.To start filtering for stocks that could pose a potential opportunity in the future, investors should look for bearish price action, particularly r ...

文章核心观点 - 波音公司在西雅图地区的工人于2024年9月13日罢工 [1] - 波音公司与罢工的美国工厂工人的谈判将在联邦调解员的主持下于周二恢复 [1][2] - 工人以96%的投票率投票罢工,拒绝了波音提出的临时合同提议 [2] - 这是波音公司16年来首次发生罢工,上一次罢工持续了57天 [2] - 罢工导致波音737 MAX和777两大机型的装配工厂停工,进一步延误了公司的扭转努力 [2] 公司概况 - 新任CEO凯利·奥特伯格希望通过提供25%的4年涨薪和承诺投资普吉特海湾地区来解决问题 [3] - 但普通工人认为这只是一次敷衍的提议,因为他们近十年来的工资几乎没有涨过 [3] 行业分析 - 这次罢工进一步加剧了波音公司的财务压力,也给整个航空制造业带来了不确定性 [2]