文章核心观点 - 波音公司与国际机械工人联合会(IAM)达成了一份新的临时合同协议 [1][9] - 这份协议对波音和供应链来说是个好消息,因为罢工会对他们造成严重负面影响 [2] - 航空航天行业经历了多重挑战,但仍保持了韧性,正在走向复苏 [3][4] - 行业正进入新的超级周期,预计未来几年产量将创新高 [5] - 罢工可能会给波音造成高达每月10亿美元的财务损失,并影响到当地经济和供应链 [6][7] 根据目录分别总结 行业概况 - 航空航天行业经历了疫情、质量问题、供应链不稳定等多重挑战,但仍保持了韧性 [3] - 行业正在复苏,航空客运需求强劲,航空公司对新飞机的需求也在增加 [3][4] - 行业正进入新的超级周期,预计未来几年产量将创新高 [5] 波音公司情况 - 波音与IAM达成了新的临时合同协议,这对双方都是个好消息 [1][9] - 这份协议为员工提供了有史以来最大的涨薪幅度,并改善了福利待遇 [8] - 波音CEO承诺将在普吉特海湾地区生产新型号飞机 [8] - 罢工可能会给波音造成高达每月10亿美元的财务损失,并影响到当地经济和供应链 [6][7]

文章核心观点 - 波音公司与代表超过33,000名员工的工会达成了临时协议,避免了本周晚些时候可能发生的破坏性罢工 [1] - 这份临时协议包括4年内涨薪25%以及降低医疗保险费用分担比例 [2] - 如果协议获得批准,公司承诺将在华盛顿州普吉特海湾地区生产其下一款新飞机,保留了商用飞机制造的主要基地 [2] 关键要点总结 临时协议内容 - 4年内涨薪25% [2] - 降低医疗保险费用分担比例 [2] - 如果协议获批,将在华盛顿州生产下一款新飞机 [2] 背景信息 - 超过33,000名工会成员准备在没有达成新合同的情况下发起罢工 [1] - 这是波音近年来面临的一系列不利事件中的最新一起,包括737 MAX飞机安全问题和星际飞船项目延误等 [4] - 波音最近几个月飞机订单疲软,5月份仅获得4架737梦想飞机订单,737 MAX机型无新订单 [4] - 波音最近更换了CEO [4] 后续动向 - 工会成员需要在本周四就临时协议进行投票表决,工会领导层建议批准该协议 [3]

A Boeing employees works outside of the cockpit of a Boeing 737 MAX 8 airplane in the company's factory, on March 27, 2019 in Renton, Washington.Boeing and the union that represents some 33,000 of its workers have struck a new labor deal, just days before a costly strike could have begun at the plane maker's main factories.The tentative agreement includes 25% raises over four years and other improvements to health-care costs and retirement benefits, said the International Association of Machinists and Aeros ...

Boeing spacecraft Starliner is seen from the window of SpaceX's Dragon capsule "Endeavour" on July 3, 2024 while docked with the International Space Station during the crew flight test.Boeing's Starliner is set to leave the International Space Station on Friday, months later than the spacecraft was originally supposed to depart — and without the two astronauts that it delivered to orbit in early June.Instead, NASA test pilots Butch Wilmore and Suni Williams will stay at the ISS for the rest of the year and ...

sanfel Investment Thesis The Boeing Company's (NYSE:BA) bullish outlook is supported by its $437 billion backlog and the ramp-up production rate. Even though Boeing has had severe setbacks recently, the company is poised for long-term growth thanks to fuel-efficient aircraft demand for the 737 MAX and 787 Dreamliner and fleet modernization, especially in high-growth markets, including China. With its strong fundamentals, solid defense and services portfolio, and growing global marketplace, Boeing has upside ...

Increasing concerns over Boeing's cash flow generation pushed analysts to downgrade expectations for the stock.Wells Fargo analyst Matthew Akers shocked the market this week when he dropped his price target on Boeing (BA -1.73%) to $119 (down from $185) and cut his rating to underweight from equalweight. The new target represents a 26% discount to the current price.Should investors take Akers' update as valid and consider selling the stock? Boeing gets a downgradeAn analysis of Akers' report suggests his re ...

GE Aerospace logo is seen during defense industry exhibition in Kielce, Poland on September 3, 2024. ... [+] (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesGiven its better valuation, we believe that Boeing stock (NYSE: BA) is a better pick than its peer GE stock for the next three years. GE stock trades at a higher multiple of 2.9x revenues, versus 1.3x for BA. GE Aerospace’s better profitability and financial position largely support this gap in valuation. However, we think t ...

Boeing (BA) closed at $163.22 in the latest trading session, marking a +1.37% move from the prior day. This change outpaced the S&P 500's 0.16% loss on the day. Meanwhile, the Dow experienced a rise of 0.09%, and the technology-dominated Nasdaq saw a decrease of 0.3%.Coming into today, shares of the airplane builder had lost 2.44% in the past month. In that same time, the Aerospace sector gained 3.61%, while the S&P 500 gained 3.64%.The investment community will be paying close attention to the earnings per ...

A logo is seen on the Boeing stand on the opening day of the Farnborough International Airshow 2024, ... [+] south west of London, on July 22, 2024. (Photo by JUSTIN TALLIS / AFP) (Photo by JUSTIN TALLIS/AFP via Getty Images)AFP via Getty ImagesBoeing stock (NYSE: BA) stock fell 7% on Tuesday, September 3, faring worse than its peer Airbus, which was down 4%. The fall in BA stock can primarily be attributed to the recent downgrade from one of the prominent Wall Street research companies. Boeing has been str ...

Aerospace giant Boeing is facing a new challenge in the form of a potential strike by 32,000 workers that could begin this month if the company and union are unable to reach an agreement. Boeing's contract with the International Association of Machinists (IAM) is set to expire on Sept. 12, and the union's members, who build planes at Boeing facilities in the state of Washington, have threatened to go on strike if their demands aren't met.In mid-July, the union's members approved a strike authorization vote ...