Ryanair(RYAAY)

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瑞安航空CEO:若关税导致波音涨价,将考虑中国制造的飞机
Sou Hu Cai Jing· 2025-05-02 04:16
▲瑞安航空首席执行官迈克尔·奥利里 据环球时报援引路透社5月1日报道称,总部设在爱尔兰的瑞安航空首席执行官迈克尔·奥利里在一封信中表示,如 果美国加征关税对其从波音订购的飞机价格产生实质性影响,瑞安航空将寻找其他飞机供应商。奥利里还专门提 到,会考虑中国商飞。 此前,奥利里警告称,如果关税导致波音飞机价格上涨,他们考虑将推迟飞机交付时间。 在给一名美国议员的信中,奥利里表示:"如果美国政府继续其不明智的加征关税计划,并且这些关税对波音飞机 出口到欧洲的价格造成实质性影响,那么我们肯定会重新评估目前的波音订单以及将这些订单转移到其他地方的 可能性。" 奥利里在信中表示,瑞安航空没有与中国商飞就购买飞机进行过讨论,但如果中国商飞制造的飞机价格比波音的 主要竞争对手空客便宜10%至20%,"当然会考虑"。 瑞安航空是欧洲客运量最大的航空公司,预计将于明年3月接收其订购的210架波音737MAX飞机中的最后29架。 此外,瑞安航空还拥有150架737系列最大机型MAX10的确认订单,以及另外150架的选择权,首批交付时间为 2027年。 据央视新闻报道,美国达美航空公司首席执行官4月在接受采访时表示,美国关税政策对他 ...
瑞安航空:若涨价,退了波音考虑C919
Guan Cha Zhe Wang· 2025-05-02 01:28
报道指出,取消订单的威胁标志着奥利里态度的强硬升级,他曾在4月威胁要推迟波音飞机交付。3月时 他还表示,波音公司高管曾私下表示有信心飞机将被豁免于特朗普的关税政策之外。 路透社分析表示,瑞安航空发出的这一威胁是一个最新迹象,表明如果特朗普不将航空航天行业排除在 其关税计划之外,全球航空航天产业可能会面临重新洗牌。 中国商飞装配车间 新加坡《航空周刊》 该信件是对美国伊利诺伊州民主党众议员拉贾・克里希纳莫西(Raja Krishnamoorthi)此前言论的回 应。当地时间4月29日,克里希纳莫西因所谓"安全担忧",警告瑞安航空不要购买中国制造的飞机,并 妄言中国飞机制造商中国商飞与军方"关系密切"且"盗取知识产权"。 上个月,奥利里曾表示,如果价格合适,他会从中国订购C919飞机。这与瑞安航空此前发出的信号相 呼应,即将在波音和空客之外寻找飞机供应商。 瑞安航空1985年成立于爱尔兰,现全球拥有76个基地枢纽,运营超过1600条航线,是欧洲最大的廉价航 空公司,也是波音在欧洲的最大客户之一。 【文/观察者网 林琛力】据路透社报道,当地时间5月1日,爱尔兰航空公司瑞安航空表示,如果美国主 导的关税战导致飞机价格 ...
Is Grupo Aeroportuario del Centro Norte (OMAB) Outperforming Other Transportation Stocks This Year?
ZACKS· 2025-05-01 14:46
For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Grupo Aeroportuario del Centro Norte (OMAB) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Grupo Aeroportuario del Centro Norte is one of 125 companies in the Transportation group. The Transportation g ...
爱尔兰瑞安航空想买C919,美国有人先跳起来
Guan Cha Zhe Wang· 2025-05-01 00:33
据路透社报道,当地时间4月29日,美国资深议员因所谓"安全担忧",警告瑞安航空不要购买中国制造 的飞机。此前,瑞安航空首席执行官曾表示,会考虑在价格合适的情况下购买中国C919飞机。 当地时间4月29日,美国伊利诺伊州民主党众议员拉贾・克里希纳莫西(Raja Krishnamoorthi)在一封给 瑞安航空CEO迈克尔・奥利里(Michael O'Leary)的信中,妄言中国飞机制造商中国商飞与军方"关系 密切",还污蔑中国商飞"盗取知识产权"。 克里希纳莫西是美众院"中国委员会"的民主党领袖,他在信中还写道:"恕我直言,美国和欧洲的航空 公司就不应该考虑未来从中国购买飞机。" 上个月,奥利里曾表示,如果价格合适,他会从中国订购C919飞机。这与瑞安航空此前发出的信号相 呼应,即将在波音和空客之外寻找飞机。 中国商飞装配车间 新加坡《航空周刊》 瑞安航空1985年成立于爱尔兰,现全球拥有76个基地枢纽,运营超过1600条航线,是欧洲最大的廉价航 空公司,也是波音在欧洲的最大客户之一。 2021年1月14日,美国国防部将中国商飞等9家中国企业列入所谓"与中国军方相关"的黑名单中。 中国商务部新闻发言人对此表示, ...
Ryanair (RYAAY) Upgraded to Strong Buy: Here's Why
ZACKS· 2025-04-16 17:00
Ryanair (RYAAY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ch ...
Ryanair (RYAAY) Surges 10.7%: Is This an Indication of Further Gains?
ZACKS· 2025-04-10 15:10
Ryanair (RYAAY) shares rallied 10.7% in the last trading session to close at $43.89. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 15.5% loss over the past four weeks.The upside was owing to RYAAY's encouraging update on passenger volumes for fiscal 2025 (ended March 31). Ryanair reportedly carried 200.2 million passengers in its fiscal year ending March 2025, positioning itself as the first European airlin ...
Ryanair Issues Impressive Traffic Numbers for March 2025
ZACKS· 2025-04-02 18:00
Core Insights - Ryanair Holdings reported strong traffic numbers for March 2025, with 15 million passengers, a 10% year-over-year increase [1] - The airline's load factor for March 2025 was 93%, consistent with the previous year and higher than February and January 2025 [2] - Ryanair operated over 84,000 flights in March 2025, an increase from 71,360 flights in February 2025, despite earlier delays in Boeing deliveries [3] - The airline carried 200.2 million passengers in its fiscal year ending March 2025, becoming the first European airline to achieve this milestone [3] - Ryanair expects to reach nearly 200 million passengers in fiscal 2025, reflecting a 9% increase from the previous year [4] - The airline continues to benefit from robust traffic growth following the end of the pandemic [5] Company Performance - Ryanair's Zacks Rank is currently 2 (Buy), indicating positive market sentiment [6] - Other stocks in the transportation sector include SkyWest and Frontier Group, both of which have strong growth prospects [7] Other Stocks to Consider - SkyWest has a Zacks Rank 1 (Strong Buy) with an expected earnings growth rate of 16% for the current year and a 9.1% increase in shares over the past six months [8] - Frontier Group also holds a Zacks Rank of 1, with an expected earnings growth rate exceeding 300% for the current year and a 43% surge in shares over the past six months [9]
Should Investors Retain RYAAY Stock Despite Its Higher Valuation?
ZACKS· 2025-04-01 17:51
European carrier Ryanair Holdings (RYAAY) looks highly unattractive from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/S-F12M), RYAAY has a forward 12-month P/S-F12M of 1.56X compared with 1.16X for the industry. Image Source: Zacks Investment Research RYAAY P/S Ratio (Forward 12 Months) Vs. Industry RYAAY has a Value Score of C. Despite facing multiple Boeing delivery delays, RYAAY's traffic grew 9% year over year during the first nine months of fiscal 2025. Given this ba ...