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Boeing CFO expects higher 737, 787 jet deliveries next year
Reuters· 2025-12-02 14:25
Boeing expects higher deliveries for its 737 and 787 jets next year, its finance chief said on Tuesday, sending shares of the planemaker up about 6% in morning trading. ...
美股异动 | 波音(BA.US)盘前涨逾6% 预计美国司法部处罚决定将推迟至2026年
Zhi Tong Cai Jing· 2025-12-02 14:21
(原标题:美股异动 | 波音(BA.US)盘前涨逾6% 预计美国司法部处罚决定将推迟至2026年) 智通财经APP获悉,周二,波音(BA.US)盘前涨逾6%,报198.30美元。消息面上,波音表示,实现100亿 美元的长期现金流目标具有可行性,明年交付量提高将成为推动正现金流的主要动力;预计美国司法部 处罚决定将推迟至2026年。此前,波音公司因737 MAX空难事件面临美国司法部的处罚。 ...
波音(BA.US)盘前涨逾6% 预计美国司法部处罚决定将推迟至2026年
Zhi Tong Cai Jing· 2025-12-02 14:20
Core Viewpoint - Boeing (BA.US) shares rose over 6% to $198.30, driven by the company's assertion that achieving a long-term cash flow target of $10 billion is feasible, with increased delivery volumes next year expected to be the main driver of positive cash flow [1] Group 1 - Boeing anticipates that the U.S. Department of Justice's decision regarding penalties will be delayed until 2026 [1] - The company is facing penalties related to the 737 MAX incident [1]
The Boeing Company (NYSE:BA) Conference Transcript
2025-12-02 14:02
Boeing Company Conference Call Summary Company Overview - **Company**: The Boeing Company (NYSE: BA) - **Date**: December 02, 2025 - **Event**: UBS Industrials Conference Key Points Company Culture and Management - The new representative has spent significant time in Boeing's factories, emphasizing the importance of understanding daily operations and culture [2][3] - Observations indicate a strong management team with a focus on improvement and a performance-oriented culture [3][4] - Active management is highlighted as a key approach, with a willingness to engage directly in problem-solving [4][5] Production and Delivery Updates - Boeing is currently stabilizing production rates for the 737 and 787 models, with expectations to increase output in 2026 [8][10] - For 737 deliveries, the company anticipates around 440-450 deliveries for the current year, with a shift to production rollouts for future deliveries [12][13] - The 737-10 certification is expected later in the year, impacting delivery timelines [13] Financial Outlook - The company expects to see year-over-year growth in cash flow, projecting low single-digit positive free cash flow for 2026 despite increased capital expenditures [25][28] - A significant Department of Justice payment originally anticipated for 2025 has been pushed to 2026, affecting cash flow projections [25][26] - Boeing's cash balance is projected to be around $29 billion by the end of the year, bolstered by the Jeppesen divestiture [39] Defense and Space Segment - The defense segment is showing signs of stabilization, with expectations for improved margins and performance in the coming years [19][21] - The new representative will gain access to the defense segment in January, with a focus on understanding and mitigating risks [18][20] Future Growth and Challenges - Boeing aims to achieve a cash flow generation target of $10 billion, contingent on successful delivery rates and program certifications [33][34] - The company is cautious about launching new aircraft programs, emphasizing the need for market readiness and technological advancements [41][42] - There are ongoing challenges related to legacy deliveries and inventory management, which are expected to improve with increased production rates [27][31] Conclusion - The conference call provided insights into Boeing's operational improvements, financial outlook, and strategic focus on stabilizing production while preparing for future growth opportunities [45]
波音股价盘前涨幅扩大至3.2%
Mei Ri Jing Ji Xin Wen· 2025-12-02 13:48
(文章来源:每日经济新闻) 每经AI快讯,12月2日,波音股价盘前涨幅扩大至3.2%。 ...
波音股价盘前涨幅扩大至3.2%。
Xin Lang Cai Jing· 2025-12-02 13:34
波音股价盘前涨幅扩大至3.2%。 来源:滚动播报 ...
波音:预计美国司法部处罚决定将推迟至2026年
Ge Long Hui A P P· 2025-12-02 13:34
格隆汇12月2日|波音预计2025年自由现金流将出现20亿美元净流出,并预计美国司法部处罚决定将推 迟至2026年。 ...
The Boeing Company (NYSE:BA) Earnings Call Presentation
2025-12-02 13:00
UBS Global Industrials and Transportation Conference Jay Malave Executive Vice President and Chief Financial Officer December 2, 2025 Copyright © 2025 Boeing. All rights reserved. CAUTION CONCERNING FORWARD-LOOKING STATEMENTS Additional information concerning these and other factors can be found in our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Any forward-looking statement speaks ...
俄航天设施受损停用,美“星际客机”削减发射,国际空间站陷入“飞船危机”
Huan Qiu Shi Bao· 2025-12-01 22:58
据介绍,拜科努尔航天发射场位于哈萨克斯坦,早在苏联时代就用于航天发射任务。该发射场设有1号和31号发射台用于载人航天任务。其中1号发射台曾先 后承担过第一颗人造卫星"斯普特尼克1号"和世界第一名进入太空的宇航员加加林的发射任务。苏联解体后,俄罗斯和哈萨克斯坦在1994年签署了租赁协 议。如今1号发射台已经封存,31号发射台是俄罗斯唯一能够执行载人航天任务的设施。俄罗斯也在发展东方航天发射场,但后者现在仍缺乏进行载人发射 的条件。 拜科努尔航天发射场31号发射台首次使用于1961年1月,迄今已支持了400多次发射。叶戈罗夫表示,如果拜科努尔航天发射场的修复时间过长,俄罗斯将自 1961年以来首次"失去将人送入太空的能力"。俄罗斯火箭发射分析师格奥尔基·特里什金表示,拜科努尔31号发射台对俄罗斯的国际空间站任务至关重要, 该发射台受损,可能影响俄罗斯后续的"联盟"号载人飞船和"进步"号货运飞船发射计划。 波音载人飞船遭遇挫折 【环球时报特约记者 晨阳】服役多年的国际空间站已确定将在2030年正式退役,但最近它却接连遭遇困境——先是美国国家航空航天局(NASA)宣布减少 波音公司研制的"星际客机"载人飞船的发射次数 ...
Boeing Sales Need A Mammoth December To Reach Q4 Targets
Investors· 2025-12-01 19:34
Summary of Key Points Core Viewpoint - Boeing's sales in November 2025 showed a decline in aircraft deliveries compared to the previous two years, indicating potential challenges in meeting year-end targets [1]. Boeing Deliveries - In November 2025, Boeing delivered a total of 44 new planes, a decrease from 48 in November 2024 and 56 in November 2023 [1]. - The current delivery figures suggest that Boeing will need to achieve exceptionally strong performance in December to meet its annual delivery goals [1]. Stock Performance - Boeing's stock experienced an increase following an update from CFO Jay Malave regarding cash goals and the Spirit acquisition, indicating positive market sentiment despite the delivery decline [2]. - The stock's performance is also influenced by recent Pentagon contracts, which have provided a boost after a prolonged decline [4].