How Spirit AeroSystems Is Caught Between Boeing And Airbus Tactics
How Spirit AeroSystems Is Caught Between Boeing And Airbus Tactics
Spirit AeroSystems Holdings Inc (NYSE:SPR) is a key supplier for both Boeing Co (NYSE:BA) and Airbus SE (OTC:EADSY).
Spirit AeroSystems Holdings Inc (NYSE:SPR)既是波音公司(NYSE:BA)的關鍵供應商，也是空中客車集團(adr)(OTC:EADSY)的關鍵供應商。
While an acquisition by Boeing is "at least partially baked into the stock," there is uncertainty around the timing, according to Benchmark.
Benchmark表示，雖然波音公司的收購“至少部分地包含在股票中”，但時間不確定。
The Spirit AeroSystems Holdings Analyst: Josh Sullivan downgraded the rating for Spirit AeroSystems Holdings from Buy to Hold.
Spirit AeroSystems Holdings的分析師Josh Sullivan將Spirit AeroSystems Holdings的評級從買入降至持有。
The Spirit AeroSystems Holdings Thesis: The uncertainties around the timing and execution of the company rejoining Boeing stems from the ongoing production issues with 737-MAX and 787, Sullivan said in the upgrade note.
Josh Sullivan在升級通知中表示，關於公司何時重新加入波音的時間和執行的不確定性源於737-MAX和787的持續生產問題。
Boeing's own complex issues and "mixed Airbus overtures on acquiring related SPR assets" add to the uncertainty, the analyst stated.
分析師指出，波音自身的複雜問題和“空中客車相關SPR資產的混雜收購企圖”增加了不確定性。
"SPR's Airbus-related assets are running at a loss, and Airbus is in no mood to help Boeing with a premium offer," Sullivan wrote. He added, however, Airbus "playing chicken with manufacturing assets in a period of increased safety focus seems ultimately out of place, particularly given Congressional commentary this week."
Sullivan說:“SPR的空中客車相關資產正在虧損，而空中客車並沒有心情幫助波音提供更高的報價。” 他補充說：“然而，在一個加強安全關注的時期，空中客車在運營資產時玩具惡作劇似乎是不合適的，尤其是在本週的國會評論中。”
While Boeing needs to reacquire Spirit AeroSystems to improve overall quality, Airbus's tactics could give Boeing "cause for delay," the analyst further said.
該分析師進一步表示，雖然波音需要重新收購Spirit AeroSystems以提高總體質量，但空中客車的策略可能會給波音“拖延的理由”。
SPR Price Action: Shares of Spirit AeroSystems Holdings were up 1% to $31.45 at the time of publication on Thursday.
Spirit AeroSystems Holdings的股價在週四發佈時上漲1%，至31.45美元。
譯文內容由第三人軟體翻譯。