Boeing's October Deliveries Expected To Plummet Amid Strike Challenges: Analyst
Boeing's October Deliveries Expected To Plummet Amid Strike Challenges: Analyst
Boeing Company (NYSE:BA) shares are trading lower on Wednesday. On Tuesday, the company reported that it delivered over 33 aircraft to customers in September amid the disruption to manufacturing operations.
波音公司（紐交所：BA）股價週三下跌。週二，公司報告稱，由於製造業-半導體運營受到干擾，9月向客戶交付了超過33架飛機。
RBC analyst Ken Herbert says that despite the strike, the 27 MAX deliveries in September are viewed as a slight positive.
RBC分析師肯·赫伯特表示，儘管發生罷工，9月27架737 MAX交付被視爲略有積極意義。
The analyst anticipates a significant drop in Boeing's October deliveries due to the ongoing IAM strike, which began on September 13th, halting production of the 737, 767, and 777 models.
由於持續的IAM罷工導致製造業-半導體的產量中斷，分析師預計波音公司10月交付量將大幅下降，該罷工始於9月13日，導致737、767和777機型的生產停止。
Read: Boeing Says 'Further Negotiations Do Not Make Sense' After Striking Workers Force S&P To Place Planemaker's Credit Rating On Negative Watch
閱讀：波音說「進一步談判沒有意義」後，罷工工人迫使標普將飛機制造商的信用評級列入負面監視名單
Initially, investors expected 400-450 MAX aircraft deliveries for the year, but expectations have now likely fallen to around 325, adds the analyst.
最初，投資者預計該年交付400-450架MAX飛機，但預期現在可能已下降到約325架，分析師指出。
Herbert says that investors' attention is shifting to the MAX production ramp in 2025, with consistent production in the high 30s per month by year-end seen as a positive.
赫伯特表示，投資者的關注正在轉向2025年的MAX生產增長，到年底每月保持高30多架的穩定生產被視爲積極因素。
However, the analyst believes that company orders are not a primary concern for investors right now, even as order activity tends to slow during economic easing.
然而，分析師認爲，目前公司訂單並不是投資者的主要關注點，儘管訂單活動在經濟放緩期間往往有所減緩。
With Boeing's substantial backlog, the focus will likely be on resolving the IAM contract and managing liquidity and cash burn amid the ongoing strike, adds the analyst.
隨着波音公司龐大的訂單積壓，焦點可能會轉移到解決IAM合同以及在持續罷工期間管理流動性和現金流失，分析師補充道。
The analyst rated the company as Outperform with a price target of $220.00.
分析師給予該公司超越表現的評級，並設定目標價格爲220.00美元。
Today, Boeing suspended negotiations with the machinists' union after failed talks, deepening financial strain amid a month-long strike.
波音今日在談判失敗後暫停與機械工會的談判，加劇了在爲期一個月的罷工期間的財務困境。
Technical indicators show Boeing stock under significant selling pressure, with risks of further downside.
技術指標顯示波音股票承受着顯著的賣壓，存在進一步下行的風險。
Investors can gain exposure to HON via Gabelli Commercial Aerospace and Defense ETF (NYSE:GCAD) and Invesco Aerospace & Defense ETF (NYSE:PPA).
投資者可以通過Gabelli商業航空航天與國防etf (紐交所:GCAD) 和景順航空航天etf (紐交所:PPA) 獲得霍尼韋爾的投資機會。
Price Action: BA shares are down 2.7% at $150.48 at the last check Wednesday.
價格走勢：BA股價在上週三最後檢查時下跌了2.7%，報150.48美元。
Photo via Shutterstock
圖片來自shutterstock。
- Boeing Says 'Further Negotiations Do Not Make Sense' After Striking Workers Bring Down Planemaker's Credit Rating
- 波音表示，在罷工工人導致飛機制造商信用評級下調後，進一步談判毫無意義
譯文內容由第三人軟體翻譯。
