【环球时报驻日本、德国特约记者 王天晴 青木 环球时报记者 倪浩 肖震冬】编者的话：2025年巴黎航展的落幕，为全球航空业投下一枚震撼弹： 路透社援引航空顾问公司数据显示，空客共获得了148份正式订单，而波音订单则寥寥无几，折射出美国航空巨头正深陷信任泥潭。从2018年、 2019年737 MAX两起致命空难，到前不久印度航空波音787"梦想客机"坠毁，每一次事故都在无情地撕扯着市场对这家百年老店的信心。当波音在 舆论漩涡与监管压力中艰难喘息时，其紧密合作伙伴日本航空工业正承受前所未有的重压。 波音 787 ， " 准日本制造 " 12日在印度西部艾哈迈达巴德发生的印度航空波音787客机坠毁事故，给日本航空产业界带来了震动。 日本《朝日新闻》报道称，日本国内有3家航空公司运营着同系列的共141架飞机。日本国土交通省近日表示，已指示全日空等3家大型本土航空公 司，确保按规定对这些飞机进行机体和引擎的定期检查，并要求波音公司等方面提供与事故相关的信息。但目前尚无停飞该型号飞机的计划。 根据日本国土交通省的信息，全日空集团拥有88架该型号飞机，日本航空有45架，ZIPAIR Tokyo有8架。这141架飞机中有部分 ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are underva ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key ...

金十数据5月14日讯，从日本防卫省获悉，当地时间14日，一架日本航空自卫队练习机在爱知县犬山市 附近飞行过程中，从雷达上消失。据爱知县警方消息，该县犬山市一处水库发生自卫队飞机坠毁事故， 警方已接到多起民众拨打的报警电话。 （央视） 一日本航空自卫队练习机在爱知县坠毁 ...

智通财经5月14日电，日本内阁官房长官林芳正表示，日本航空自卫队一架飞机在日本坠毁。 ...

Core Insights - Japan Airlines reported fourth quarter results on May 5, with revenues missing estimates, yet the stock has increased by 24% from its lows earlier this year [1] Group 1: Company Performance - Japan Airlines' fourth quarter results showed a revenue miss compared to estimates [1] - Despite the revenue miss, Japan Airlines' stock has risen significantly, indicating positive market sentiment [1] Group 2: Industry Context - The analysis is part of a broader investment research service focused on the aerospace, defense, and airline industry, highlighting significant growth prospects in this sector [1] - The investing group provides data analytics and insights to identify investment opportunities within the aerospace and airline industries [1]

Group 1 - Japan Airlines Co., Ltd. reported its third quarter results on February 4, indicating an annual growth rate of 9% [1] - Despite the positive growth outlook, Japan Airlines' stock has only gained 1.5% compared to the S&P 500 [1] - The investing group, The Aerospace Forum, focuses on identifying investment opportunities in the aerospace, defense, and airline industry, leveraging data analytics for informed analysis [1] Group 2 - The analyst behind the report has a background in aerospace engineering, providing context to industry developments and their potential impact on investment theses [1] - The Aerospace Forum offers direct access to data analytics monitors, enhancing the investment research process [1]

Core Insights - Japan Airlines reported its Q2 earnings results on November 1, indicating ongoing performance in the aerospace and airline sector [1] - The stock of Japan Airlines has gained 1.1% since the last buy rating was reiterated in July, reflecting positive market sentiment [1] Company Analysis - Japan Airlines is part of the aerospace, defense, and airline investment research service, which aims to identify investment opportunities within these industries [1] - The analysis provided by the investing group is informed by data analytics, focusing on the complex dynamics and growth prospects of the aerospace sector [1] Industry Context - The aerospace and airline industry is characterized by significant growth potential, with ongoing developments that could impact investment strategies [1] - The investing group emphasizes the importance of data-driven analysis to navigate the complexities of the industry [1]

Financial Performance - Japan Airlines reported total revenues growth of 20.1% year-on-year and 19.2% compared to FY2019, with capacity increasing by 2% compared to FY2019 and 16.6% year-on-year [2] - Full Service Carrier revenues grew 17.5% compared to FY2019, driven by a 17.2% increase in international passenger revenues, with capacity recovery at over 85% compared to pre-pandemic levels [2] - Domestic passenger revenues decreased by 0.6%, with capacity recovery at over 96% [2] - The cargo business experienced a revenue decline of 40.7% year-on-year, although revenues remain 45.5% higher than in FY2019 due to increased unit revenues [2] - The LCC segment saw nearly 120% year-on-year revenue growth, with Zipair achieving 140.9% growth and Spring Japan 61.1% growth [2] Geographic Performance - International operations showed strong growth, with Full Service passenger revenues up 28% compared to FY2019 and 49.1% sequentially [2] - Capacity in Europe and Asia/Oceania decreased by 14-15%, yet revenues increased by around one-third [2] - Long-haul operations to America saw an 8.1% increase in capacity and nearly 60% growth in revenues [2] - Overall capacity growth was 1.9% with a revenue growth of 19.2%, indicating strong unit revenues driven by international business [2] Cost and Margin Analysis - Ex-fuel costs increased by 11.3%, exceeding the 8.7% inflation rate, indicating challenges in cost control [2] - Fuel costs have risen significantly, but EBIT margins improved due to strong international unit revenues [2] - The company expects revenue growth of nearly 17% for FY2024, with costs projected to grow by 15.1%, suggesting potential EBIT margin expansion [3] Stock Valuation and Outlook - Japan Airlines stock is considered a buy with a projected 31% upside, despite recent stock price declines [4] - FY2023 EBITDA was stronger than expected, leading to a projected total EBITDA increase of around 8% for the 2023-2027 timeframe [4] - The stock trades below its median EV/EBITDA valuation, indicating potential for investment [4] - The price target has been adjusted from $11.29 to $10.32, reflecting a decrease in stock prices while analyst estimates for EBITDA remain stable [4] Investment Considerations - Japan Airlines presents an interesting investment case, though demand recovery has been slower than expected, particularly in Q4 FY23 [5] - Weakness in travel markets to China and Hawaii, along with potential plateauing of domestic results, raises caution [5] - Continued strength in international unit revenues and growth in the low-cost carrier segment are positive indicators [5]

Japan Airlines said Thursday it expected losses in excess of $100 million after one of its planes collided with a coast guard aircraft at Tokyo's Haneda airport and burst into flames.  All 379 passengers aboard JAL flight 516 were safely evacuated before the jet was consumed by a fire that took more than six hours to extinguish.But five of the six crew of the smaller aircraft were killed, with the pilot surviving but badly injured. The Coast Guard plane had been on its way to deliver aid to areas on Japan's ...