智通财经8月4日电，波音公司表示对员工拒绝提议感到失望，已为罢工做好准备，应急预案已全面实 施。 ...

Breaking: Boeing Co. is bracing for the first strike in nearly three decades at its St. Louis-area defense factories after union members rejected the company’s modified contract offer. https://t.co/2zAxGo3Wgr ...

Boeing Co. is bracing for the first strike in nearly three decades at its St. Louis-area defense factories after union members rejected the company’s modified contract offer. https://t.co/skY0MzZMrr ...

Core Viewpoint - Boeing's defense union has rejected a four-year contract and is preparing to initiate a strike [1] Group 1 - The union's decision indicates significant dissatisfaction with the proposed contract terms [1] - A potential strike could disrupt Boeing's defense operations and impact production schedules [1] - The rejection of the contract suggests ongoing labor tensions within the aerospace industry [1]

Happy Friday everybody. Seven minutes till we get started with trading here at the New York Stock Exchange to end the week. Let's get to our final mad dash as well.We heard from Boeing in terms of earnings earlier in the week, but you've got some research you want to reference >> right now. There's a very impression piece by Bank of America, one big beautiful Boeing. But here's what matters.When we look back at this week, we're not going to see Meta as much and Microsoft as much, Amazon, Apple. We're going ...

Core Viewpoint - Both Boeing and Airbus, the world's largest commercial aircraft manufacturers, are improving their production rates and financial conditions but still face significant challenges before fully recovering to a stable state [1] Financial Performance - Airbus reported a revenue of €29.6 billion for the first half of 2025, a 3% increase from €28.8 billion in the same period last year [2] - The EBIT (Earnings Before Interest and Taxes) for Airbus was €1.617 billion, up from €1.456 billion year-on-year [2] - Airbus's commercial aircraft segment generated €20.8 billion in revenue, a 2% decline compared to the previous year [2] - Boeing's Q2 revenue reached $22.75 billion, with a total revenue of $42.2 billion for the first half of the year, marking a 35% and 26% increase respectively [3] - Boeing's net loss for Q2 was $612 million, significantly reduced from $1.44 billion in the same quarter last year [3] Delivery and Orders - Airbus delivered 306 commercial aircraft in the first half of 2025, down from 323 in the same period last year [2] - Boeing's delivery of new aircraft reached 150 in Q2, totaling 280 for the first half, a substantial increase from 175 year-on-year [3] - Boeing's net order volume in Q2 was 455 aircraft, including high-value models like the 777X and 787 series [4] Production Capacity and Challenges - Boeing's current backlog includes nearly 6,000 aircraft valued at over $600 billion [6] - Boeing's 737 series production rate has reached 38 aircraft per month, with plans to increase to 42 pending regulatory approval [6] - Airbus aims to achieve a monthly production rate of 75 A320 aircraft by 2027, with ongoing production challenges affecting A350 and A220 projects [7] Market Environment - Recent agreements between the US and major economies, including the EU and China, have restored low or zero tariffs on aircraft manufacturing and parts, alleviating potential cost increases for airlines [8] - The aviation industry continues to face a complex operational environment, but recent tariff agreements are seen as a positive development for manufacturers [8]

Trade Relations - Cambodia will eliminate tariffs on US goods to reduce its trade deficit with the United States [1] Aviation Industry - Cambodia committed to purchasing up to 20 Boeing 737 Max aircraft [1]

Boeing has resumed contract talks with leaders of the union representing some 3,200 factory workers in the St. Louis area, after members resoundingly rejected its initial offer and voted to strike https://t.co/10poo5BCsq ...

在工会成员拒绝了最初的提议后， 波音公司正在与工会进行会谈。 ...

Core Viewpoint - The extension and expansion of the long-term titanium products agreement between ATI Inc. and Boeing strengthens ATI's position as a leading supplier of high-performance titanium materials for the aerospace industry [1][2]. Group 1: Agreement Details - The agreement supports Boeing's entire range of commercial airplane programs, including both narrowbody and widebody aircraft, with potential for growth [2]. - Under the agreement, ATI will supply a comprehensive portfolio of high-performance titanium materials, including long products (ingots, billets, rectangles, and bars) and flat-rolled products (plate, sheet, and coil) [3]. Group 2: Strategic Importance - The agreement reaffirms ATI's leadership in titanium at a time of increasing aerospace production and demand for differentiated materials, particularly in high-strength titanium alloys and sheet products [3]. - The agreement highlights ATI's critical role in the titanium supply chain and validates its strategic investments in expanding capacity and advancing titanium alloy sheet capabilities [4]. Group 3: Production Capabilities - The agreement includes titanium alloy sheet from ATI's new facility in Pageland, South Carolina, and leverages the strengths of both its Specialty Materials and Specialty Rolled Products businesses [4]. - ATI's materials and components are utilized in virtually every commercial aircraft platform currently in operation [4].