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Prediction: Boeing Won the F-47 Contract -- and Maybe F/A-XX as Well
The Motley Fool· 2025-07-20 07:23
Core Viewpoint - The U.S. Department of Defense has awarded Boeing the contract to develop the sixth-generation F-47 stealth fighter, marking a significant shift in defense contracts away from Lockheed Martin, which previously dominated the fifth-generation fighter market [1][2]. Group 1: Contract Details - The F-47 contract is expected to generate between $20 billion to $50 billion in revenue for Boeing, with potential for hundreds of billions more from production [2]. - The Pentagon has requested $3.5 billion from Congress for the F-47's development, while only $74 million was requested for the competing F/A-XX program [4]. Group 2: Strategic Decisions - The Pentagon's decision to focus on the F-47 indicates a strategic choice to allocate limited Defense Department funds to a single program, sidelining the F/A-XX for the time being [6]. - The competition for the F-47 contract was intense, with both Boeing and Lockheed Martin heavily investing in their prototypes prior to the contract award [5]. Group 3: Future Developments - The U.S. Navy has expressed interest in continuing development of the F/A-XX, requesting $1.4 billion in its "Unfunded Priorities List" for fiscal 2026 [8][9]. - There is a possibility that the F-47 and F/A-XX development programs could merge, allowing the Navy to utilize a tailored version of the F-47 as its new F/A-XX [10][11]. Group 4: Implications for Companies - If the merger of the F-47 and F/A-XX programs occurs, it could result in Boeing securing two contracts for the development effort of one aircraft, significantly benefiting the company [12][13]. - This situation could pose challenges for Lockheed Martin, as it may lose out on potential contracts in the sixth-generation fighter space [13].
引擎突然起火,美国一波音客机紧急返航
财联社· 2025-07-20 06:24
目前,美国联邦航空局已介入调查。 据央视新闻,当地时间18日,达美航空公司一架波音767客机按计划从美国加州洛杉矶飞往佐治亚州 的亚特兰大,但客机在起飞后不久,左侧引擎突然起火。执飞机组随后返航洛杉矶机场,在起飞25 分钟后,客机安全降落。事件中未有人员伤亡。 ...
起飞后引擎突然起火!达美航空一波音客机紧急返航洛杉矶
第一财经· 2025-07-20 04:16
据央视新闻,当地时间18日,达美航空公司一架波音767客机按计划从美国加州洛杉矶飞往佐治亚 州的亚特兰大,但客机在起飞后不久,左侧引擎突然起火。执飞机组随后返航洛杉矶机场,在起飞 25分钟后,客机安全降落。事件中未有人员伤亡。 2025.07. 20 目前,美国联邦航空局已介入调查。 三小时搬800箱,一台机器人或可替代约1.4~2名工人!实探智元机器人落地工厂 推荐阅读 微信编辑 | 苏小 ...
美国法官拟8月举行波音(BA.US)刑事和解听证会 11亿美元能否终结起诉?
Zhi Tong Cai Jing· 2025-07-19 07:33
根据协议条款,波音去年已对一项刑事欺诈指控认罪,承认在737MAX机型的关键飞行控制系统问题上 误导美国监管机构。作为交换,司法部同意在三年内解除独立监督机构对波音的监管。这一安排引发争 议——2018年印尼狮航和2019年埃塞俄比亚航空两起空难共造成346人遇难,部分家属认为协议"不符合 公众利益",指责波音需承担的责任未被充分追究。 波音方面坚持认为,刑事指控的存续应由行政部门决定,法院无权干预。这场法律博弈背后,折射出企 业责任、司法监管与受害者权益之间的复杂平衡。随着听证会临近,波音能否彻底摆脱刑事追责,将成 为全球航空安全监管的重要风向标。 法官奥康纳在听证会安排中特别指出,将听取各方对"驳回指控是否合理"的陈述。值得注意的是,他曾 在2023年将波音的罪行定性为"美国历史上最致命的企业犯罪"。此次听证会上,遇难者家属要求法院拒 绝批准协议,若司法部坚持撤诉,则应任命特别检察官继续追责。 美国德克萨斯州联邦法官里德.奥康纳周五宣布,将于8月28日就司法部与波音公司(BA.US)达成的刑事 和解协议举行听证会。该协议若获批,将使这家航空巨头免于因两起737MAX空难事故被起诉,但遭到 了遇难者家属的强 ...
Boeing Inks Deal to Supply Up to 18 787 Dreamliners to Gulf Air
ZACKS· 2025-07-18 14:20
Group 1: Boeing's Recent Developments - Boeing signed a deal with Gulf Air to deliver 12 787 Dreamliner aircraft, with options for six additional jets, which is expected to enhance its third-quarter commercial backlog and revenue prospects [1][8] - The commercial aircraft backlog for Boeing exceeds 5,600 airplanes valued at $460 billion as of March 31, 2025, indicating strong demand for its fuel-efficient aircraft [3][8] Group 2: Market Trends and Growth Opportunities - There is a significant increase in global air passenger traffic, leading to heightened demand for fuel-efficient jets like the 787 Dreamliner, as evidenced by the recent contract with Gulf Air [2] - Boeing anticipates 43,600 new airplane deliveries, expanding the global fleet to over 49,640 aircraft by 2044, according to its 2025 Global Commercial Market Outlook report [2] Group 3: Competitors in the Aerospace Sector - Other aerospace companies such as Airbus Group and Embraer are also positioned to benefit from the growing global jet fleet, with Airbus having over 12,000 commercial aircraft in service and a long-term earnings growth rate of 4% [4][5] - Embraer, the third-largest manufacturer of commercial aircraft, has a product portfolio that includes E175-E2, E190-E2, and E195-E2, with a Zacks Consensus Estimate for 2025 sales indicating a 15.4% improvement [5] Group 4: Stock Performance - Boeing's stock has increased by 45% over the past three months, outperforming the industry growth of 26.1% [7]
越南飞行管理总公司与波音拟加强空中管制系统合作
news flash· 2025-07-18 10:39
智通财经7月18日电,越南飞行管理总公司(VATM)7月18日宣布同波音签署谅解备忘录,旨在提高越 南空中管制系统的安全性和效率。声明称,该谅解备忘录聚焦空域管理、新一代技术应用、培训和人力 资源开发等领域合作。 越南飞行管理总公司与波音拟加强空中管制系统合作 ...
X @Bloomberg
Bloomberg· 2025-07-18 10:12
Garuda is paying twice as much to lease its latest Boeing Co. 737 Max jet than it does for the older 737 planes in its fleet, another potential blow to its finances as it tries to return to profitability. https://t.co/qu3vWRnt23 ...
巴林海湾航空将购买至多18架波音787梦想飞机
news flash· 2025-07-18 08:29
智通财经7月18日电,巴林海湾航空与波音公司7月17日宣布达成协议,将购买12架波音787梦想飞机, 并可选择再购买6架,以进一步拓展该航司的国际航线网络。 巴林海湾航空将购买至多18架波音787梦想飞机 ...
美国商务部披露关于波音公司销售的信息。
news flash· 2025-07-17 22:09
美国商务部披露关于波音公司销售的信息。 ...
Gulf Air to Add up to 18 Boeing 787 Dreamliners to its Widebody Fleet
Prnewswire· 2025-07-17 21:03
Core Viewpoint - Gulf Air has signed an agreement with Boeing for the purchase of 12 787 Dreamliner jets, with options for six additional jets, as part of its strategy to expand its international network and modernize its fleet [1][4]. Group 1: Agreement Details - The agreement will increase Gulf Air's firm order book to 14 787 Dreamliners, supporting approximately 30,000 jobs across the U.S. [1] - Gulf Air aims to grow its all-787 widebody fleet, potentially adding up to 18 Dreamliners [2]. Group 2: Strategic Importance - The chairman of Gulf Air Group, Khalid Taqi, emphasized that this agreement is a transformative step in the airline's growth journey, enhancing its global footprint and sustainability goals [4]. - The 787 Dreamliner is recognized for its fuel efficiency, range, and passenger experience, serving as the backbone of Gulf Air's long-haul operations to over 50 destinations [4]. Group 3: Partnership and Technology - Boeing's president and CEO, Stephanie Pope, highlighted the long-standing partnership with Gulf Air and the significance of the 787 Dreamliner in connecting more passengers and destinations [5]. - Since its introduction in 2011, the 787 Dreamliner family has opened over 425 new nonstop routes and carried more than 1 billion passengers globally [5].