에 대한 최신 뉴스 Airbus (OTC:EADSY) 주식

EUROPEAN AERONAUTIC

Airbus

Airbus is a global aerospace and defense firm that designs, develops, and manufactures commercial and military aircraft, as well as space launch vehicles and satellites. The company operates three divisions: commercial, defense and space, and helicopters. Commercial offers aircraft ranging from narrow-body (120-200 seats) A220 and A320 series to much larger A330 and A350 wide body models. The defense and space segment supplies governments with military hardware, including transport aircraft, aerial tankers, and fighter aircraft (Eurofighter). The helicopter division manufactures turbine helicopters for the civil and public markets.

Equities

News

Markets

EADSF

European Aeronautic Defence And Space Unsponsored

EADSY

베트남 항공은 2025년에 50대의 새로운 협동체 제트기를 구매하기 위한 제안 요청서를 발송할 계획이라고, 레 홍 하(Le Hong Ha) CEO가 밝혔다. 

베트남 항공이 2025년 50대의 비행기 구매 입찰: 보잉, 에어버스 및 중국의 코막 수주 경쟁

$BTC

BBSRF

BMWYY

ORAN

PPRUY

NOVO

미국 주식 시장이 노동절 연휴로 인해 문을 닫으면서 거래량이 적어 9월에는 글로벌 시장이 조심스럽게 시작되었다.
트레이더들이 유럽중앙은행(ECB)의 임박한 금리 인하를 예상함에 따라 유럽 시장은 소폭 상승 마감했다. 범유럽 유로 스톡스 50 지수는 이날 0.3% 상승해 7월 중순 이후 최고 수준으로 마감했다. 독일에서는 DAX 지수가 0.1% 상승하며 종가 기준으로 새로운 기록을 세웠다.

美 노동절에 유럽 주식은 보합, 독일 DAX는 기록적인 마감, 천연가스 선물은 상승

Contracts

General

에어버스(OTC:EADSY)는 독일 연방방위군(Bundeswehr)으로부터 SATCOMBw 3 주요 계약을 체결했다. 이 군사 통신 위성들은 2030년이 끝나기 전에 배치될 예정이며 계약 금액은 21억 유로(22억 7천만 달러)에 달한다.

에어버스, 차세대 군용 위성 개발을 위해 독일과 21억 유로 규모의 계약 체결

Airbus SE

<a href="https://www.bloomberg.com/news/articles/2024-11-19/airbus-ceo-says-year-end-delivery-goal-is-a-tough-journey">https://www.bloomberg.com/news/articles/2024-11-19/airbus-ceo-says-year-end-delivery-goal-is-a-tough-journey</a>
Airbus SE Chief Executive Officer Guillaume Faury said that hitting a goal of 770 aircraft deliveries this year will be a sprint over the final weeks as the planemaker pushes to reach an already reduced target.
"I've seen too many years where we had the last minute," Faury said in an interview in Brussels, where he was attending a conference. "It's a tough journey and we're a bit late compared to what we were expecting. 770 is still our reference and we're working against that reference, and hopefully it's going to work."

"Airbus CEO Says Year-End Delivery Goal Is 'A Tough Journey'" - Bloomberg News

Vietnam Airlines plans to issue requests for proposals in 2025 to acquire 50 new narrowbody jets, according to CEO Le Hong Ha. 
What Happened: The national carrier previously signed a provisional agreement with Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) for 50 737 MAX jets, but a final decision has yet to be reached as other manufacturers, including Airbus (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSF#OTC">EADSF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) and China's COMAC, remain in contention, Reuters reported. 
Vietnam Airlines currently operates a narrowbody fleet exclusively composed of Airbus models. With the airline projecting a need for 170 new aircraft by 2035, COMAC&#8217;s C919 could also be considered amid growing interest from Chinese manufacturers in the Vietnamese market.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41929909/dow-sp-decline-ahead-of-key-inflation-data-tesla-trump-media-slides-fear-index-remains-in-greed-zone">Dow, S&amp;P Decline Ahead Of Key Inflation Data, Tesla, Trump Media Slides: Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>
Image Via Unsplash
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>

Boeing Is Up Against Airbus And China's COMAC As Vietnam Airlines Seeks Bids For 50 Planes In 2025

Airbus Close To Agreement As Early As Today With Spirit Aerosystems On Fresh Funding And Revised Payment Terms

<a href="https://curtisswright.com/news/press-releases/news-release-details/2004/Honeywell-And-Curtiss-Wright-Develop-Cockpit-Voice-Recorders-To-Help-Boeing-Airbus-Meet-New-25-Hour-Safety-Mandate" title="https://curtisswright.com/news/press-releases/news-release-details/2004/Honeywell-And-Curtiss-Wright-Develop-Cockpit-Voice-Recorders-To-Help-Boeing-Airbus-Meet-New-25-Hour-Safety-Mandate">https://curtisswright.com/news/press-releases/news-release-details/2004/Honeywell-And-Curtiss-Wright-Develop-Cockpit-Voice-Recorders-To-Help-Boeing-Airbus-Meet-New-25-Hour-Safety-Mandate</a>

Honeywell And Curtiss-Wright Launch HCR-25 Cockpit Voice Recorder For Boeing And Airbus To Meet FAA's 25-Hour Recording Mandate

Taiwan&#8217;s China Airlines is reportedly on the verge of splitting a substantial order for long-haul passenger jets between Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>). This decision aligns with the recent U.S. presidential election outcome, where Republican Donald Trump reclaimed the presidency.
What Happened: The airline is evaluating Boeing&#8217;s 777X and Airbus&#8217;s A350-1000 models to replace its existing fleet of 10 Boeing 777-300ERs. The order could encompass up to 20 passenger jets, potentially divided equally between the two manufacturers. The decision on freighters remains uncertain, influenced by the political climate post-U.S. elections, Reuters reported on Thursday.
The estimated value of this passenger jet order is approximately $4 billion, considering standard industry discounts, as reported by aviation consultancy Cirium Ascend. The airline&#8217;s board is yet to finalize the decision, with no confirmation on the exact number and types of planes involved.
See Also: <a href="https://www.benzinga.com/news/24/11/41704893/steve-ballmer-is-betting-40m-on-facts-as-heated-trump-harris-battle-reaches-peak-crescendo-how-ex-mi?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Steve Ballmer Is Betting $40M On Facts As Heated Trump-Harris Battle Reaches Peak Crescendo — How Ex-Microsoft CEO Aims To Rescue American Democracy With Data</a>
China Airlines, primarily owned by the Taiwan government, previously ordered 16 Boeing 787-9s in 2022. Despite past concerns, Taiwan&#8217;s government remains optimistic about maintaining robust relations with the U.S. under Trump&#8217;s leadership. The airline&#8217;s chairman, Hsieh Shih-chien, stressed that fleet decisions are made independently of political influence.
Why It Matters: The aerospace industry has been under scrutiny, with companies like Boeing and Airbus facing questions about their high valuations. Defense and aerospace stocks have shown a <a href="https://www.benzinga.com/markets/equities/24/10/41342896/aerospace-stocks-face-tough-questions-can-boeing-ge-airbus-justify-sky-high-valuations">remarkable 22% return</a> year-to-date, driven by geopolitical tensions.
Additionally, <a href="https://www.benzinga.com/markets/equities/24/11/41736062/boeing-workers-end-seven-week-strike-by-accepting-new-contract-with-major-pay-increases">Boeing&#8217;s recent labor agreement</a> ended a seven-week strike, securing significant pay increases for workers, which could impact production costs. Meanwhile, <a href="https://www.benzinga.com/news/24/10/41273419/airbus-announces-85-new-orders-pointers-show-air-india-is-purchaser-report">Airbus&#8217;s recent orders</a> highlight its strong market position, with 85 new orders reported in September.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/24/11/41765113/elon-musk-tells-tucker-carlson-that-the-pressure-he-faced-for-shutting-down-x-pales-in-comparison-wi?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Elon Musk Tells Tucker Carlson That The Pressure He Faced For Shutting Down X &#8216;Pales In Comparison&#8217; With What Trump Went Through</a></li>
</ul>
Image via Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/topic/Pooja-Rajkumari" target="_blank" rel="noreferrer noopener">Pooja Rajkumari</a>

Boeing, Airbus Might Secure A $4B Jet Order From Taiwan's China Airlines As Trump Secures Second Term: Report

Airbus Signs A400M Contractual Framework Update With OCCAR

<a href="https://www.airbus.com/sites/g/files/jlcbta136/files/2024-10/Press-Release-Airbus-9m2024-1459.pdf" title="https://www.airbus.com/sites/g/files/jlcbta136/files/2024-10/Press-Release-Airbus-9m2024-1459.pdf">https://www.airbus.com/sites/g/files/jlcbta136/files/2024-10/Press-Release-Airbus-9m2024-1459.pdf</a>

Earnings

Guidance

Airbus SE Reports 9-Month Revenues €44.5 Billion; Q3 EBIT Reported €2.7 Billion; Guidance Maintained; Free Cash Flow Before Customer Financing €-0.8 Billion

Spirit Airlines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAVE#NYSE">SAVE</a>) shares are trading higher in the <a href="https://www.benzinga.com/premarket" target="_blank" rel="noreferrer noopener">morning session on Friday.</a>
In an exchange <a target="_blank" href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001498710/0421d62b-34a7-490a-bfc5-f62c6333ed1e.html" rel="noreferrer noopener">filing</a>, Spirit Airlines announced that on October 18, 2024, it entered into a binding term sheet with GA Telesis for the sale of 23 A320ceo/A321ceo aircraft at an expected total purchase price of approximately $519 million.
Delivery of the aircraft is scheduled to begin in October 2024 and continue through February 2025, contingent upon the execution of definitive documentation and other customary conditions precedent.
On October 24, Spirit Airlines provided an update to investors with preliminary estimates for its third quarter of 2024.
Spirit anticipates that the net proceeds from the recent aircraft sale, combined with the discharge of related debt, will enhance its liquidity by approximately $225 million through year-end 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/24/10/41541240/us-stocks-set-to-rise-as-treasury-yields-ease-tesla-spirit-airlines-among-stocks-in-focus-fund-mana" rel="noreferrer noopener">US Stocks Set To Rise As Treasury Yields Ease, Tesla, Spirit Airlines Among Stocks In Focus: Fund Manager Says Despite Elon Musk&#8217;s Company &#8216;Firing On All Cylinders,&#8217; It&#8217;s Still Not A &#8216;Good Time To Buy&#8217;</a>
The estimated adjusted operating margin for the third quarter of 2024&nbsp;is expected to be about 300 basis points higher than the midpoint of previous guidance, driven by stronger-than-expected revenue from its transformation plan.
For the full year 2025, capacity is projected to decrease in the mid-teens percentage range, considering the aircraft sale, the increased removal of neo aircraft from service due to Pratt &amp; Whitney engine availability issues, the retirement of the remaining A319ceo aircraft, and the addition of six new A321neo aircraft.
To support its path to profitability, Spirit has identified approximately $80 million in annualized cost reductions, which it plans to implement starting in early 2025, primarily through workforce reductions aligned with expected flight volumes.
The company is also in active discussions with holders of its senior secured notes due 2025 and convertible senior notes due 2026 regarding their maturities.
Spirit Airlines had&nbsp;extended<a target="_blank" href="https://www.benzinga.com/news/24/10/41457620/why-spirit-airlines-save-stock-is-moving" rel="noreferrer noopener"> its debt refinancing deadline too</a>.&nbsp;Recently, the company announced it modified its card processing agreement, extending deadlines for its 2025 notes.
This follows ongoing negotiations with&nbsp;U.S. National Bank Association regarding&nbsp;Visa and&nbsp;MasterCard payments.
Consistent with previous guidance, Spirit expects to conclude 2024 with over $1.0 billion in liquidity, which includes unrestricted cash, cash equivalents, short-term investment securities, and other liquidity initiatives, assuming successful completion of ongoing efforts.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, SAVE stock has lost over 30% in the past six months.
Spirit Airlines has faced selling pressure as planes were grounded due to an engine recall and the company's planned acquisition of JetBlue Airways Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>)&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/10/41432467/why-spirit-airlines-stock-is-taking-off-monday" rel="noreferrer noopener">was blocked by regulators.</a>
Spirit has also missed analyst estimates on the top and bottom lines in two straight quarters.
Earlier this month, the Wall Street Journal&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/equities/24/10/41178053/spirit-airlines-engages-in-bankruptcy-talks-amid-financial-struggles-report" rel="noreferrer noopener">reported</a> that Spirit was exploring potential bankruptcy options as it continues to battle financial challenges, including mounting pressure on its $3.3 billion debt load.
Investors can gain exposure to the stock via U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>).
Price Action: SAVE shares are up 26% at $3.05 at the last check Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/10/41416572/spirit-airlines-extends-debt-deadlines-jetblue-founder-suggests-frontier-group-a-more-suitable-m" target="_blank" rel="noreferrer noopener">Spirit Airlines Extends Debt Deadlines, JetBlue Founder Suggests Frontier Group A More Suitable Match</a></li>
</ul>

Movers

JBLU

JETS

SAVE

What's Going On With Spirit Airlines Stock Friday?

United Airlines Executive Says Capital Expenditure Outlook Has A Downward Bias Due To Ongoing Airbus And Boeing Aircraft Delivery Delays, Which Are Unlikely To Be Resolved Quickly

As Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) grapples with a prolonged strike by its factory workers, Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) has reportedly decided to cut up to 2,500 jobs in its Defence &amp; Space division. This move comes in response to significant financial setbacks in its satellite projects.
What Happened: The European aerospace leader plans to implement these reductions, representing 7% of the division&#8217;s workforce, by mid-2026. The information was disclosed by two anonymous sources, as the official announcement is still pending, Reuters reported on Wednesday.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41308908/man-who-accidentally-threw-hard-drive-containing-8-000-bitcoins-worth-half-a-billion-dolla?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Man Who Accidentally Threw Hard Drive Containing 8,000 Bitcoins Worth Half A Billion Dollars In Landfill Sues Local City Council For Not Excavating The Site</a>
Meanwhile, Boeing&#8217;s workers, demanding better wages and pensions, have entered the second month of their strike. A significant rally was held in Seattle, increasing the pressure on CEO Kelly Ortberg to address the workers&#8217; demands. Despite Boeing&#8217;s recent<a href="https://www.benzinga.com/trading-ideas/technicals/24/10/41316208/stock-of-the-day-boeing-stock-sells-off-as-support-collapses-job-cuts-loom"> announcement of 17,000 job cuts,</a> the workers remain resolute. Washington state Congressional Democrats have urged both Boeing and the union to reach a fair agreement, acknowledging the workers&#8217; vital contributions.
Why It Matters: The aerospace industry is currently navigating a challenging landscape. Airbus recently secured 85 new orders, including a <a href="https://www.benzinga.com/news/24/10/41273419/airbus-announces-85-new-orders-pointers-show-air-india-is-purchaser-report">significant purchase from Air India Ltd.</a>, highlighting its ongoing demand. However, the decision to cut jobs reflects the financial pressures in its Defence &amp; Space division.
Meanwhile, aerospace stocks have<a href="https://www.benzinga.com/markets/equities/24/10/41342896/aerospace-stocks-face-tough-questions-can-boeing-ge-airbus-justify-sky-high-valuations"> seen impressive returns</a>, with the iShares US Aerospace &amp; Defense ETF ITA showing a 22% year-to-date increase in 2024. Analysts, like RBC&#8217;s Ken Herbert, have noted the industry&#8217;s strong performance but question whether companies like Boeing and Airbus can sustain their high valuations amid geopolitical tensions.
Price Action: As per <a href="https://pro.benzinga.com">Benzinga Pro</a>, Airbus stock closed at $36.91 on Tuesday while Boeing closed at $36.85.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41306985/coinbase-ceo-brian-armstrong-wants-to-know-how-elon-musk-gets-so-much-done-wants-an-in-dep?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Coinbase CEO Brian Armstrong Wants To Know How Elon Musk Gets So Much Done — Wants An In-Depth Study Done &nbsp;After SpaceX Starship Booster Success, &#8216;CyberCab&#8217; Unveil</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Shutterstock

As Boeing Workers Enter Second Month Of Strike, Rival Airbus Reportedly Plans To Cut 2,500 Jobs

Defense and aerospace stocks, as tracked by the iShares US Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) have returned a remarkable 22% year-to-date in 2024; an aerospace expert weighed in on whether companies can keep up with sky-high valuations <a href="https://www.benzinga.com/markets/commodities/24/10/41150239/investors-look-to-gold-as-middle-east-tensions-rise-how-israel-iran-conflict-could-impact-pri">fueled by tensions</a> in the Middle East.
The Aerospace Analyst: RBC analyst Ken Herbert reiterated Outperform ratings for the following aerospace companies in a note published Monday:
<ul>
<li>Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), lowering its price target from $220 to $200.</li>
<li>General Electric Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), raising its price target from $190 to $210.</li>
<li>General Dynamics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>), maintaining its price target at $320.</li>
<li>Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>), lowering its price target from 180 euros to 160 euros.</li>
</ul>
Industry Takeaways: Herbert noted the industry&#8217;s impressive performance in 2024.
&#8220;Investor sentiment into 3Q24 A&amp;D results is positive on defense stocks, with concerns about near-term incremental upside after the recent strength for many defense stocks. Sentiment seems universally bullish on the aerospace aftermarket, although these stocks appear about as crowded on the long side as we have seen,&#8221; the analyst said. &#8220;We believe the aero OE outlook is uncertain at best.&#8221;
The analyst noted his belief that aerospace valuations will hold in the near-to-mid term.
Boeing Takeaways: Herbert says that Boeing&#8217;s current risk-to-reward is favorable.
&#8220;We believe we are ~36 months into what should be a 4-to 5-year order cycle. Granted, the world is different today than it was for any prior cycle, but we expect demand for narrowbody aircraft to remain strong,&#8221; Herbert said.
The analyst believes that the ongoing labor strike at Boeing will be resolved before it releases its third-quarter earnings.
GE Aero Takeaways: Although Herbert raised General Electric&#8217;s price target, he simultaneously lowered expectations of 2024, 2025 and 2026 LEAP engine deliveries.
&#8220;While we are more cautious on revenue growth, we are raising our estimates for adj operating income and adj. EPS as GE Aero benefits from mix,&#8221; the analyst said. &#8220;We believe the healthy aftermarket demand fundamentals and continued favorable pricing on spare parts will offset downside risk to new LEAP deliveries, although investors will likely be focused on execution for this program.&#8221;
Herbert believes that the bear case for GE is &#8220;fading&#8221; amid efforts to derisk its balance sheet.
General Dynamics Takeaways: Herbert&#8217;s lowering of General Dynamics&#8217; price target comes amid pessimism in Gulfstream delivery estimates. The analyst sees headwinds ahead in delivering its G700 aircraft.
Herbert is still bullish on the company, with a perceived upside amid the continuing war in Ukraine.
Airbus Takeaways: The analyst&#8217;s lowered price target is attributed to lower delivery estimates in the near term. He believes the stock can perform well, even though the company will likely walk back its mid-decade target of 1,000 deliveries.
Herbert sees Airbus&#8217; core strengths as its strong backlog, cash position and margin expansion.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/markets/asia/24/10/41336413/oil-prices-take-largest-plunge-in-over-a-year-as-israel-vows-to-spare-iranian-facilities-energy-stoc">Oil Prices Take Largest Plunge In Over A Year As Israel Vows To Spare Iranian Facilities: Energy Stocks Sink, Airlines, Cruise Lines Rally</a></li>
</ul>
Photo: Gorodenkoff/Shutterstock.com

Price Target

Reiteration

Analyst Ratings

iShares Dow Jones US Aerospace & Defense Index Fund

Aerospace Stocks Face Tough Questions: Can Boeing, GE, Airbus Justify Sky-High Valuations?

For September 2024, Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) reported 50 deliveries and 235 gross orders, including 85 from an undisclosed buyer.
According to sources cited by <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-10-10/air-india-said-to-be-carrier-behind-mystery-85-jet-airbus-order?srnd=homepage-asia" rel="noreferrer noopener">Bloomberg</a>, Airbus received an order for 85 planes from Air India Ltd., which consisted of 75 A320neo single-aisle aircraft and 10 A350 wide-body jets, as mentioned by the source.
As of 2024, Airbus has delivered 497 aircraft, with 667 gross orders and 648 net orders recorded from <a target="_blank" href="https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries" rel="noreferrer noopener">January to September</a>. Additionally, the company delivered 36 A350 aircraft during this period.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41257193/boeings-october-deliveries-expected-to-plummet-amid-strike-challenges-analyst" rel="noreferrer noopener">Boeing&#8217;s October Deliveries Expected To Plummet Amid Strike Challenges: Analyst</a>
In February 2023, Air India announced the <a target="_blank" href="https://www.airbus.com/en/newsroom/press-releases/2023-02-tata-owned-air-india-to-acquire-250-airbus-aircraft" rel="noreferrer noopener">purchase of 470 aircraft</a>, including 250 from Airbus, marking the largest commercial aviation deal then. The order included 140 A320neo, 70 A321neo single-aisle aircraft, 34 A350-1000, and six A350-900 wide-body jets.
Tata Group-owned Air India is in the middle of a merger. Renowned philanthropist and former chairman of Tata Group Ratan Tata <a target="_blank" href="https://in.benzinga.com/news/24/10/41264410/narendra-modi-gautam-adani-rahul-gandhi-pay-tribute-to-late-ratan-tata" rel="noreferrer noopener">passed away at the age of 86 </a>on Oct. 9.
Price Action: EADSY shares closed 0.52% higher at $34.86 on Wednesday.
Image by VanderWolf via Shutterstock

Media

Airbus Announces 85 New Orders, Pointers Show Air India Is Purchaser: Report

<a href="https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries" title="https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries">https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries</a>

Airbus Reports 50 Deliveries And 235 Gross Orders In September; 2024 Deliveries To Date Total 497; 667 Gross Aircraft Orders And 648 Net Orders Booked From January To September; 36 A350 Aircraft Delivered In Same Period

Deutsche Bank analyst Scott Deuschle upgrades RTX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) from Sell to Hold, raising the<a target="_blank" href="https://www.benzinga.com/quote/RTX/analyst-ratings" rel="noreferrer noopener"> price forecast from&nbsp;$109&nbsp;to&nbsp;$129.</a>
According to the analyst, RTX&#8217;s aerospace exposure is expected to enable it to outpace other defense companies, leveraging operational efficiencies to drive long-term growth and compound earnings.
The analyst sees potential for further stock upside with RTX currently valued similarly to pure defense companies for 2026 but boasting a more promising long-term growth outlook due to its aerospace exposure.
Deuschle writes that the overall narrative for RTX is compelling, as long as operational improvements persist.
The analyst forecasts third-quarter earnings per share of $1.36, exceeding the Street&#8217;s expectation of $1.32 by $0.04.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/24/10/41146781/rtxs-raytheon-secures-darpa-contract-to-develop-ultra-wide-bandgap-semiconductors-details" rel="noreferrer noopener">RTX&#8217;s Raytheon Secures DARPA Contract To Develop Ultra-Wide Bandgap Semiconductors: Details</a>
Deuschle projects sequential revenue growth at Pratt &amp; Whitney and Collins, driven by increased aftermarket activity at Pratt &amp; Whitney from higher V2500 and GTF shop visits, while Collins is likely to benefit from sequential original equipment growth on Airbus and business jet platforms, along with sustained aftermarket strength and potential upside from increased modification revenue.
The analyst projects Raytheon&#8217;s revenue will decline quarter-over-quarter but sees upside potential due to strong demand, favorable DoD spending trends, and gradually improving conditions in the defense supply chain.
EPS estimates for 2024-2026 have been revised to $5.48, $6.06, and $6.88, respectively, from $5.48, $6.17, and $6.93.
This decrease is mainly due to lower original equipment rate assumptions for both Boeing and Airbus, partially offset by a better product mix and higher margins.
Meanwhile, operational risk keeps them at a Hold rather than a Buy.
Price Action: RTX shares are trading lower by 0.52% to $123.40 on Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/previews/24/10/41170128/jobs-report-preview-could-september-labor-data-shift-feds-interest-rate-path" target="_blank" rel="noreferrer noopener">Jobs Report Preview: Could September Labor Data Shift Fed&#8217;s Interest Rate Path?</a></li>
</ul>

Analyst Color

Upgrades

Trading Ideas

Deutsche Bank Changes Tune On Raytheon Parent RTX, Sees Aerospace Edge Fuel Long-Term Growth Potential

Hawaiian Airlines Now Offering Fast And Free Starlink Wi-Fi Across Entire Airbus Fleet

Triumph Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGI#NYSE">TGI</a>) received a <a href="https://www.benzinga.com/news/24/08/40485954/this-american-express-analyst-is-no-longer-bullish-here-are-top-5-downgrades-for-wednesday">downgrade last month from a Truist Securities analyst</a>.
While the company's transformation efforts have resulted in a "leaner, more focused portfolio," this is being overshadowed by the "uncertain aircraft production rates" of Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>), according to BofA Securities.
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587e331a5064ed0001730315/ronald-epstein">Analyst </a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587e331a5064ed0001730315/ronald-epstein">Ronald Epstein</a> downgraded the rating for Triumph Group from Buy to Underperform, while reducing the price target from $17 to $12.
The Triumph Group Thesis: The Installations segment is producing 13 per month, significantly below the rate required for margin expansion, while Composites and Cabin Components are producing 30 per month, which has downside risk, Epstein said in the downgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
As the company's working capital needs grow, there would be risks to free cash flow generation, along with margin headwinds, he added.
While Triumph Group is ramping production and the inventory is being accepted by Boeing and Airbus, "we are concerned any further production cuts could lead to destocking," the analyst stated. "The destocking would compound existing FCF headwinds from the V-22 program sunsetting, OEM deferrals, inflation, and supply-chain shortages," he further wrote.
TGI Price Action: Shares of Triumph Group had declined by 5.35% to $12.83 at the time of publication on Tuesday.
Read More: • <a href="https://www.benzinga.com/general/24/09/40996898/boeings-striking-workers-reject-best-and-final-offer-it-missed-the-mark-on-many-of-the-things">Boeing&#8217;s Striking Workers Reject &#8216;Best And Final&#8217; Offer: &#8216;&#8230;It Missed The Mark On Many Of The Things&#8217;</a>
Photo: Pixabay

Short Ideas

Downgrades

Triumph Group Gets A Double Downgrade On Looming Production Uncertainty

<a href="https://sam.gov/opp/e8efec9c0798481b99a4353c600b8af1/view" title="https://sam.gov/opp/e8efec9c0798481b99a4353c600b8af1/view">https://sam.gov/opp/e8efec9c0798481b99a4353c600b8af1/view</a>

BlackSky Technology Inc. Class A Common Stock

BKSY

CACI

NVEE

National Geospatial-Intelligence Agency Awards Multiple Award IDIQ Contract With $290M Ceiling To Luno A And Nine Other Vendors; Including BlackSky Geospatial Solutions; Contract Extends Through September 2029 To Provide Commercial Data And Analytic Services For National Security Community

Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) shares are trading lower on Wednesday. On Tuesday, Boeing stated that it delivered 40 commercial jets in August, five more than in the same month of 2023 when a manufacturing defect <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40801473/whats-going-on-with-boeing-shares-tuesday" rel="noreferrer noopener">affected 737 MAX production</a>.
Of total count, Boeing delivered 32 MAX aircraft in August (up from 31 in July), which includes nine deliveries to customers in China, reported Reuters.
Goldman Sachs analyst Noah Poponak writes that deliveries stayed higher in August, following low levels earlier in the year <a target="_blank" href="https://www.benzinga.com/quote/BA/analyst-ratings" rel="noreferrer noopener">due to a focus on product quality controls</a>.
The analyst anticipates continued delivery increases in the second half of 2024, reflecting improved performance in the third quarter.
Also, Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) CEO Guillaume Faury announced that the company plans to launch a new aircraft program by the end of the decade, reported Reuters.
BofA Securities analyst Ronald J. Epstein says that Faury estimated that the next-generation aircraft would reduce fuel consumption by 25% compared to the A320, suggesting that an open-rotor engine design could be an option.
Epstein adds that the &#8220;A220XLR&#8221; has been a topic of speculation, and this announcement adds credibility to the program.
If Boeing responds to Airbus&#8217; announcement, it could have significant implications for the company and impact Boeing&#8217;s balance sheet, writes the analyst.
Apart from this, on Tuesday, Boeing informed suppliers of a six-month delay in a key production milestone for its 737 MAX. The new target is to reach a <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40789118/boeings-737-max-production-faces-new-delays-report" rel="noreferrer noopener">monthly output of 42 jets by March 2025</a>.
Truist Securities analyst Michael Ciarmoli says that consensus estimates of around 32 MAX aircraft per month in fourth-quarter suggest that the delay in production rate increases was anticipated.
The analyst added that this delay, while not unexpected by the supply chain, is likely to strain suppliers who are already managing substantial inventory related to the program.
Investors can gain exposure to the stock via&nbsp;IShares U.S.&nbsp;Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) and&nbsp;Gabelli Commercial Aerospace and Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GCAD#NYSE">GCAD</a>).
Price Action: BA shares are down 1.21% at $158.13 at the last check Wednesday.
Photo via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com//node/40784605" target="_blank" rel="noreferrer noopener">Boeing Labor Deal Sparks Anger Among Union Workers Ahead Of Crucial Vote: ‘They're Angry'</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Large Cap

GCAD

Boeing's Production Delays Not Unexpected, Analyst Says

- Morgan Stanley's 12th Annual Laguna Conference

Honeywell CEO Says Demand Of Airbus, Boeing Will Not Determine Our Growth Rate Next Year, It Will Be Our Ability To Supply Them

Delta Air Lines Says Delta Aircraft, Regional Jet Involved In Taxiway Incident In Atlanta; No Additional Operational Adjustments Are Expected; No Reported Injuries At This Time & Customers Being Transported Back To Terminal, To Be Reaccommodated On Alternate Flights

Kepler Capital analyst Aymeric Poulain maintained a Hold rating on Airbus Group SE (EADSF – Research Report) on November 7 and set a price target o...

Airbus Group SE (EADSF) Receives a Hold from Kepler Capital

Air China to be first customer for Comac's upcoming C929 widebody plane

In a report released today, Holger Schmidt from DZ BANK AG maintained a Buy rating on Airbus Group SE (EADSF – Research Report). The company's shar...

DZ BANK AG Sticks to Its Buy Rating for Airbus Group SE (EADSF)

Airbus nears funding, payment terms with Spirit AeroSystems- Reuters

Airbus revised funding terms with Spirit AeroSystems confirmed (update)

Airbus: No Boeing-Like Crisis, But Airplane Delivery Target Is Slipping

Boeing: Do Not Confuse 'Turnaround' With 'Shareholder Returns'

Spirit Airlines Bankruptcy And Boeing's Long-Term Picture: It's Complicated

Beyond Boeing: Potential Opportunities In The Aerospace Sector

Boeing CEO tells employees aviation giant can't afford another mistake

ABNB

AICAF

AIRYY

BKNG

CRUZ

LUNR

LUNRW

OOTO

RKLB

RNMBF

RNMBY

SAABF

SAABY

Press Releases

Spirit AeroSystems Announces Acquisition by Boeing in $8.3 Billion Transaction

베트남 항공은 2025년에 50대의 새로운 협동체 제트기를 구매하기 위한 제안 요청서를 발송할 계획이라고, 레 홍 하(Le Hong Ha) CEO가 밝혔다.
무슨 일이 (What Happened): 이 국가 항공사는 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)과 50대의 737 맥스(MAX) 제트기에 대한 임시 계약을 체결했지만, 최종 결정은 아직 내려지지 않았다. 유럽의 에어버스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSF#OTC">EADSF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>)와 중국의 코막(COMAC) 등 다른 제조사들도 경쟁 중이라고 로이터가 보도했다.
베트남 항공은 현재 에어버스 모델로만 구성된 협동체 항공기를 운영하고 있다. 이 항공사는 2035년까지 170대의 새로운 항공기가 필요할 것으로 예상하고 있으며, COMAC의 C919도 고려될 수 있다. 이는 중국 제조사들이 베트남 시장에 대한 관심을 높이고 있는 가운데 발생한 일이다.
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%A3%BC%EC%9A%94-%EB%AC%BC%EA%B0%80%EC%A7%80%EC%88%98-%EB%B0%9C%ED%91%9C-%EC%95%9E%EB%91%90%EA%B3%A0-%EB%8B%A4%EC%9A%B0sp-%ED%95%98%EB%9D%BD-%ED%85%8C%EC%8A%AC%EB%9D%BC%EC%99%80/" target="_blank" rel="noopener">다우 및 S&amp;P, 주요 인플레이션 데이터 발표 앞두고 하락, 테슬라 및 트럼프 미디어 주식 하락: 공포 지수는 &#8216;탐욕&#8217; 구역에 머물러 있음</a></li>
</ul>
이미지 제공: Unsplash
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었으며, <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>에 의해 편집되었습니다.
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

미국 주식 시장이 <a href="https://www.benzinga.com/markets/equities/24/09/40674353/is-the-market-open-on-labor-day" target="_blank" rel="noopener" data-google-interstitial="false">노동절 연휴</a>로 인해 문을 닫으면서 거래량이 적어 9월에는 글로벌 시장이 조심스럽게 시작되었다.
트레이더들이 유럽중앙은행(ECB)의 임박한 금리 인하를 예상함에 따라 유럽 시장은 소폭 상승 마감했다. 범유럽 유로 스톡스 50 지수는 이날 0.3% 상승해 7월 중순 이후 최고 수준으로 마감했다. 독일에서는 DAX 지수가 0.1% 상승하며 종가 기준으로 새로운 기록을 세웠다.
유럽 ​​대형주 중에서는 사노피(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>)가 3.6% 상승하며 상승세를 주도했고, 오렌지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORAN#NYSE">ORAN</a>)와 텔레포니카 SA(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEF#NYSE">TEF</a>)가 각각 1.7%, 1.5% 상승하며 뒤를 이었다.
가장 큰 하락폭을 기록한 종목은 에어버스 SE(OTCPK:EADSY)로 1.4% 하락했고 아디다스 AG(OTCPK:ADDY)는 0.9% 하락했으며 케어링 SA(OTCPK:PPRUY)와 BMW AG(OTCPK:BMWYY)는 각각 0.8% 하락했다.
<h3 class="wp-block-heading">다른 시장들</h3>
외환시장에서는 미 동부 시간 오후 2시 기준 유로화는 달러 대비 0.2% 오른 1.1070에 거래되며, 3일 연속 하락세를 끊었다. 영국 파운드는 달러 대비 0.1% 소폭 하락했고, 호주 달러는 0.4% 상승했다.
일본 엔화는 월요일 달러화 대비 0.4% 하락해 가장 약세를 보였으며, 연방준비제도(연준)의 공격적인 금리 인하 기대가 줄어들어 지난주 추세가 연장되었다.
원자재 시장에서 미국 천연가스 선물은 냉방 수요 증가로 인해 MBTU당 2.10달러로 2.8% 급등했다. 중서부 지역은 주말 동안 기록적인 기온에 직면해 6천만 명 이상의 주민에게 폭염 경보가 발령되고 에어컨 사용량이 급증했다.
원유 선물은 배럴당 0.5% 상승했고, 금은 온스당 2,498.91달러 아래로 약간 떨어지면서 0.2% 하락했다.
비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)은 일요일에 2.8% 하락한 후 58,550달러로 2% 이상 상승했다.
<h3 class="wp-block-heading">월요일 주요 기업 뉴스</h3>
<ul>
<li>로이터통신에 따르면 독일 자동차 제조사 BMW가 전 세계 14만 대 이상의 자동차에 잠재적으로 영향을 미칠 수 있는 배터리 문제로 인해 전기 미니 쿠퍼 SE 차량을 리콜한다고 한다.</li>
<li>유럽 의약품청(EMA)이 월요일에 발표한 노트에서 네덜란드 제약회사 노보 노디스크 A/S(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVO#NYSE">NOVO</a>)가 공급 상황이 안정될 때까지 신규 환자 등록을 계속 제한해야 한다고 권고했다. 이에 따라 노보 노디스크 주식은 1% 하락했다.</li>
<li>사모펀드 대기업 블랙스톤(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)가 버스톤 리소스(OTCPK:BBSRF)가 관리하는 유럽 물류 창고 포트폴리오의 80% 지분을 인수하기로 합의했다.</li>
</ul>
추가로 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/24/09/40676774/september-market-seasonality-why-this-month-is-historically-the-toughest-for-investors">9월 시장 계절성: 왜 이 달이 역사적으로 투자자들에게 가장 힘든 달인가?</a></li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

에어버스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>)는 독일 연방방위군(Bundeswehr)으로부터 SATCOMBw 3 주요 계약을 <a href="https://www.airbus.com/en/newsroom/press-releases/2024-07-airbus-awarded-german-armed-forces-prime-contract-for-military" target="_blank" rel="noreferrer noopener">체결</a>했다.
이 군사 통신 위성들은 2030년이 끝나기 전에 배치될 예정이며 계약 금액은 21억 유로(22억 7천만 달러)에 달한다.
에어버스 방위 및 우주(Airbus Defense and Space)의 CEO인 마이클 쇼엘호른(Michael Schoellhorn)은 "서구 민주주의가 도전을 받고 유럽의 제도적 우주 생태계가 어려움을 겪고 있는 시기에 이 첨단 시스템을 개발하고 구축하게 되어 기쁘고 감사하게 생각한다"라고 말했다.
이번 계약은 지구 정지 궤도 위성, 지상 부분, 발사 서비스 및 수년간의 운영 지원을 포함한 차세대 보안 군사 위성 시스템을 포함한다.
또 읽기: <a href="https://www.benzinga.com/markets/equities/24/06/39526755/palantir-and-voyager-space-strengthen-alliance-to-boost-defense-and-space-tech-with-ai-integrati" target="_blank" rel="noreferrer noopener">팔란티어와 보이저 스페이스, AI 통합으로 국방 및 우주 기술 강화를 위해 제휴 강화</a>
이 계약은 에어버스가 제조한 두 개의 새로운 군사 GEO 통신 위성의 개발, 통합, 시험 및 궤도 배치를 포함한다. 이 위성들은 COMSATBw 1B와 2B를 대체할 예정이다.
또한, 이 계약은 새로운 위성들의 운영을 지원하기 위해 현재의 지상 부분을 향상시키는 것을 포함한다.
에어버스는 15년 동안 운영 서비스를 제공하며, 이 기간을 연장할 수 있는 옵션도 있다.
이 차세대 에어버스 위성들은 유로스타 네오(Eurostar Neo) 플랫폼을 활용하며, 약 6톤의 무게를 가질 것이다. 이러한 위성들은 급격한 디지털화와 증가하는 데이터 전송량의 요구를 충족하기 위해 최첨단 기술을 통합하여 설계되었다.
이 계약의 중요한 측면은 브레멘에 위치한 OHB와 여러 소규모 독일 기업들과 같은 파트너들을 포함하는 포괄적인 독일 가치 체인이다.
독일은 고급 탑재 장치의 안내 및 통합, 태양 전지판 개발, 그리고 전반적인 우주선 운영 관리와 같은 주요 요소에서 중심적인 역할을 할 것이다.
주가 움직임: 미국에 상장된 에어버스의 주식은 금요일 0.71% 상승한 36.86달러에 마감했다.
Photo via Wikimedia Commons

제트기 동체의 주요 공급업체인 스피릿 에어로시스템즈 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>)는 캔자스주 <a href="https://www.spiritaero.com/pages/release/spirit-statement-on-wichita-reduction-in-force/" target="_blank" rel="noreferrer noopener">위치타 공장에서 직원</a>을 400~450명 감원한다고 밝혔다.
이번 감원은 스피릿의 최대 고객인 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)의 생산 감소에 대한 대응이다.
스피릿은 "최근 상용 프로그램의 배송 속도가 느려지면서 위치타의 인력을 감축하게 되었다"라고 말했다.
원래 보잉의 일부였던 스피릿 에어로시스템즈는 현재 어려움의 핵심이었던 737 맥스(MAX) 제트기와 관련하여 심각한 품질 문제에 직면해 있다.
<a href="https://www.wsj.com/business/airlines/boeing-supplier-spirit-aerosystems-to-lay-off-hundreds-c032aac8?mod=hp_listb_pos3" target="_blank" rel="noreferrer noopener">월스트리트 저널</a>의 보고서에 따르면 약 13,000명의 직원을 고용하고 있는 위치타 시설은 이러한 문제의 진원지이다.
이번 해고는 <a href="https://www.benzinga.com/markets/equities/24/05/38610474/airbus-demands-compensation-to-acquire-spirit-operations-report" target="_blank" rel="noreferrer noopener">에어버스</a> SE(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) 항공기용 부품을 제조하는 스피릿의 공장 통제와 관련하여 스피릿과 에어버스 간의 <a href="https://www.benzinga.com/markets/equities/24/05/38610474/airbus-demands-compensation-to-acquire-spirit-operations-report" target="_blank" rel="noreferrer noopener">진행 중인 협상</a>으로 인해 보잉의 스피릿 인수 노력이 지연되는 것과 일치한다.
관련 기사: <a href="https://www.benzinga.com/news/24/05/38878486/united-airlines-set-to-expand-as-faa-lifts-safety-limits" target="_blank" rel="noreferrer noopener">FAA가 안전 규제를 완화하면서 유나이티드 항공의 사업 확장 가능성 증가</a>
보잉 경영진은 품질 문제를 해결하려면 스피릿을 인수하는 것이 중요하다고 믿고 있다. 특히 위치타 공장은 지난 1월 알래스카항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 사고와 관련된 동체를 생산해 결함 관리에 있어 오랜 문제가 부각됐다.
지난달, 보잉은 4억 2천 5백만 달러의 선지급금을 지불하여 스피릿이 품질 개선 비용을 부담할 수 있도록 돕기로 했다.
그럼에도 불구하고 스피릿은 <a href="https://www.benzinga.com/news/earnings/24/05/38672413/spirit-aerosystems-encounters-headwinds-in-q1-as-boeing-737-issues-take-toll" target="_blank" rel="noreferrer noopener">1분기에 상당한 손실을 기록</a>했으며 추가 자금 조달을 위해 잠재적인 금융 시장 개입을 암시했다.
팻 섀너핸 CEO는 회사가 현재 에어버스의 A350 및 A220 제트기 부품 생산에서 손실을 입고 있으며 에어버스와의 가격 인상 협상이 교착 상태에 있다고 언급했다.
보잉은 규제 조사와 품질 문제 해결 노력으로 생산 속도를 줄였고, 이로 인해 과잉 재고 관리를 위해 부품 주문이 감소했다.
보잉은 올해 후반기에 월 38대의 737을 생산하는 것을 목표로 하고 있지만, 현재 생산 속도는 여전히 낮다. 반면에 스피릿은 매월 42대의 737 동체를 제조할 수 있는 장비를 갖추고 있다.
스피릿 에어로시스템의 주식은 지난 12개월 동안 24% 이상 상승했다. 투자자들은 SPDR S&amp;P Aerospace &amp; Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XAR#NYSE">XAR</a>) 및 IShares U.S. Aerospace &amp; Defense ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>)를 통해 이 주식에 노출될 수 있다.
주가 움직임: 금요일 스피릿 주가는 1.55% 하락한 30.51달러에 마감했다.
면책 조항: 이 콘텐츠는 인공지능 도구를 활용하여 일부 제작되었으며, Benzinga 편집인들이 검토하고 발행되었다.
계속 읽기: <a href="https://www.benzinga.com/news/24/05/38845748/justice-department-accuses-boeing-of-2021-settlement-breach" target="_blank" rel="noreferrer noopener">정의부, 보잉에 2021 결의 위반 혐의</a>
회사 측 사진

스피릿 에어로시스템즈, 보잉의 생산 곤란과 연관하여 수백 명을 정리해고할 예정

보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)은 737 맥스(MAX)의 생산을 늘리기 위한 지속적인 노력으로 인해 4월 상업용 항공기 배송이 감소했다고 보고했다.
<a href="https://www.boeing.com/commercial#orders-deliveries" target="_blank" rel="noreferrer noopener">4월에</a> 이 회사는 24대의 상업용 비행기를 인도했는데, 이는 작년 26대에서 줄어든 것이다.
로이터 통신의 보도에 따르면 이 회사는 또한 4월에 33건의 취소에 직면했는데, 이는 주로 캐나다 저가 항공사인 링스 항공(Lynx Air)의 운영 중단으로 인해 취소되었으며, 그 중 29건이 취소되었다.
보잉은 1월 공중 사고 이후 규제 당국의 조사가 강화된 후 제조 품질을 향상하기 위해 MAX 단일 통로 제트기 생산량을 줄였다.
월스트리트는 고객에게 제트기를 인도할 때 비행기 제조업체의 매출 창출에 큰 영향을 미치기 때문에 항공기 배송을 면밀히 모니터링한다.
취소에도 불구하고, 보잉은 4월에 7대의 총 신규 주문을 기록했으며, 이로써 올해의 총 <a href="https://www.boeing.com/commercial#orders-deliveries" target="_blank" rel="noreferrer noopener">138대의 총 주문</a>이 집계됐다.
취소 및 전환을 고려하면 조정된 순 주문량은 127대이다. 보잉의 주문 잔고는 4월 30일 현재 5,646개로 감소했다.
이와 대조적으로 에어버스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>)는 4월에 61대의 항공기를 인도하는 등 인도량이 증가했다고 <a href="https://www.airbus.com/en/products-services/commercial-aircraft/market/orders-and-deliveries" target="_blank" rel="noreferrer noopener">보고</a>했는데, 이는 지난해 같은 기간보다 13% 증가한 수치이다.
지난달 보잉은 1분기 매출이 전년 동기 대비 8% 감소한 165억6900만 달러를 기록해 시장 예상치인 162억2700만 달러를 넘어섰다고 보고했다. 조정된 주당 손실은 2023년 같은 분기의 1.27달러에서 1.13달러로 감소하여 <a href="https://www.benzinga.com/news/earnings/24/04/38404308/boeings-737-saga-dents-q1-bottomline-ceo-emphasizes-improving-quality-safety" target="_blank" rel="noreferrer noopener">컨센서스 추정 손실치</a> 1.76달러를 상회했다.
보잉 주식은 지난 12개월 동안 10% 이상의 하락했다. 투자자들은 IShares U.S. Aerospace &amp; Defense ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>)와 Invesco Aerospace &amp; Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPA#NYSE">PPA</a>)를 통해 이 주식에 노출될 수 있다.
주가 움직임: BA 주식의 가격은 화요일 1.3% 상승한 180.76달러에 거래되었다.
면책조항: 이 콘텐츠는 AI 도구의 도움을 받아 일부분이 제작되었으며 Benzinga 편집자들에 의해 검토 및 발행되었습니다.
다음 글: <a href="https://www.benzinga.com/news/24/05/38652488/faa-opens-new-investigation-into-boeing-787-did-employees-falsify-aircraft-records" target="_blank" rel="noreferrer noopener">FAA, 보잉 787에 대한 새로운 조사 시작</a>
사진 제공: 셔터스톡

Comments

Airbus

뉴스

에 대한 최신 뉴스 Airbus (OTC:EADSY) 주식

수요일, 11월 13, 2024

화요일, 9월 03, 2024

토요일, 7월 06, 2024

토요일, 5월 18, 2024

화요일, 5월 14, 2024

뉴스

파트너 / 기고자

벤징가 글로벌