Does Boeing's Management Overhaul Signal Crucial Turning Point? Analysts Weigh In
Does Boeing's Management Overhaul Signal Crucial Turning Point? Analysts Weigh In
Analysts from Benchmark and BofA Securities expressed their views on recent significant management changes and delivery concerns at The Boeing Company (NYSE:BA).
Benchmark和BofA证券的分析师对波音公司（纽约证券交易所代码：BA）最近的重大管理层变动和交付问题发表了看法。
This week, David Calhoun, the CEO of Boeing, revealed the decision to step down along with chairman Larry Kellner in the wake of an investigation by federal authorities into the January incident when a door panel blew out in mid-flight.
本周，波音首席执行官戴维·卡尔霍恩透露了与董事长拉里·凯尔纳一起下台的决定，此前联邦当局对1月份在飞行途中门板爆炸的事件进行了调查。
Also, the company disclosed the immediate departure of Stan Deal, president and CEO of the company's Commercial Airplanes division.
此外，该公司还透露了该公司商用飞机部门总裁兼首席执行官Stan Deal的立即离职。
Related: Boeing CEO Dave Calhoun 'Should Have No Voice In Naming Successor,' Says Jeffrey Sonnenfeld: 'They Failed. He's Like A Wounded Animal In The Corner'
相关: 波音首席执行官戴夫·卡尔霍恩 “在提名继任者时不应该有发言权”，杰弗里·桑嫩菲尔德说：“他们失败了。他就像角落里的一只受伤的动物'
Boeing's Board has reportedly embarked on a quest to find a new leader for the aerospace giant.
据报道，波音董事会已开始为这家航空巨头寻找新的领导者。
Benchmark analyst Josh Sullivan (Buy, $250 price target). said the FAA safety reports, continued slow production ramp-up, high-profile safety incident, lack of commercial future outlook, and share loss to peer required drastic action from the Board to reinstate confidence in stakeholders.
基准分析师乔什·沙利文（买入，目标股价为250美元）。表示，美国联邦航空局的安全报告、持续缓慢的产量增长、备受瞩目的安全事件、缺乏商业未来前景以及股价流失要求董事会采取严厉行动，以恢复对利益相关者的信心。
On the other hand, BofA Securities analyst Ronald J. Epstein maintained a Neutral rating at a price target of $210 and highlighted that according to AAP/AIR, Boeing had delivered 16 737s aircraft as of March 21 (only three more than last week's cumulative March deliveries) and no deliveries of 767, 777 and 777x aircraft.
另一方面，美银证券分析师罗纳德·爱泼斯坦维持中性评级，目标股价为210美元，并强调说，根据AAP/AIR的数据，截至3月21日，波音已经交付了16架737飞机（仅比上周3月份的累计交付量增加了三架），没有交付767、777和777x飞机。
The analyst writes that AAP/AIR believes that either the production is delayed by up to two months or the aircraft are reworked.
分析师写道，AAP/AIR认为，要么将生产推迟长达两个月，要么飞机进行了返工。
Nevertheless, the analyst expects Boeing to continue to benefit from strong global demand and increased quality assurance, despite possible short-to-medium term risks.
尽管如此，分析师预计，尽管可能存在短期至中期风险，但波音将继续受益于强劲的全球需求和更高的质量保证。
BofA analyst estimates EPS of $(4.45) in FY24, $4.30 in FY25 and $6.80 in FY26.
美国银行分析师估计，24财年的每股收益为4.45美元，25财年为4.30美元，26财年为6.80美元。
Also Read: Boeing Labor Union Pushes For Board Voice: Report
另请阅读: 波音工会推动董事会发表意见：报告
Investors can gain exposure to the stock via IShares U.S. Aerospace & Defense ETF (BATS:ITA) and Direxion Daily Aerospace & Defense Bull 3X Shares (NYSE:DFEN).
投资者可以通过iShares美国航空航天与国防ETF（BATS: ITA）和Direxion Daily Aerospace & Defense Bull 3X股票（纽约证券交易所代码：DFEN）获得股票敞口。
Price Action: BA shares are down 1.7% at $188.15 on the last check Tuesday.
价格走势：在周二的最后一次支票中，英国航空股价下跌1.7％，至188.15美元。
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