Boeing Set For Improved Deliveries And Production Rates, Goldman Sachs Analyst Says
Boeing Set For Improved Deliveries And Production Rates, Goldman Sachs Analyst Says
Goldman Sachs analyst Noah Poponak stated that their analysis suggests that The Boeing Company (NYSE:BA) (Buy rating, $243 price target) is expected to achieve 43 deliveries in June, comprising 34 737 MAX, three 787s, and six other aircraft.
高盛的分析师Noah Poponak表示，他们的分析显示，波音公司（NYSE:BA）（买入评级，目标价243美元）预计将在6月交付43架飞机，包括34架737 MAX、3架787和6架其他飞机。
Of these, around 26 of the 737 MAX deliveries are newly produced, with the remainder sourced from inventory. The numbers show an improvement in both total deliveries and production rates compared to earlier in the year, writes the analyst.
其中，大约有26架737 MAX的交付是新生产的，其余来自库存。分析师称，与年初相比，这些数字显示了总交付量和产量的改善。
Boeing's 2024 strategy starts with prioritizing product quality over immediate production ramp-up, intending to gradually boost output later in the year to meet demand, says the analyst.
波音公司的2024年策略始于优先确保产品质量，而不是立即提高产量，打算在年底逐步提高产量以满足需求，分析师表示。
Poponak says that June's numbers mark a preliminary indicator that could support Boeing's approach. Feedback from suppliers suggests that the company maintains monthly MAX deliveries in the 30s and mid-single digits for the 787, aligning with its strategic goals.
Poponak表示，6月份的数字标志着一个初步趋势，这可能支持波音的做法。来自供应商的反馈表明，该公司每月维持在30多架MAX交付和中等单双位数的787交付，与其战略目标相一致。
The analyst's target price of $243 is based on achieving a 5.0% FCF yield on the projected 2025 free cash flow per share.
分析师的目标价为243美元，基于每股预期2025年自由现金流的5.0%自由现金流收益率。
Poponak estimates EPS of $1.76 in FY24, $8.29 in FY25 and $13.52 in FY26.
Poponak预计，2024财年每股收益为1.76美元，2025财年为8.29美元，2026财年为13.52美元。
However, the analyst cites risks related to air traffic growth pace, production ramp-up challenges in the supply chain, and operational performance in defense contracts.
然而，分析师提到了与航空交通增长速度、供应链的产量提高挑战以及美国国防航空的运营绩效相关的风险。
Also Read: Boeing Receives Order For Four 777 Freighters From Turkish Airlines
波音收到来自土耳其航空公司的四架777货机订单
This week, Boeing entered into a definitive agreement to purchase Spirit AeroSystems Holdings, Inc. (NYSE:SPR) at $37.25 a share, a 30% premium to Spirit's closing stock price on February 29.
本周，波音以每股37.25美元的价格与Spirit AeroSystems Holdings, Inc.（纽交所：SPR）达成了最终协议，溢价30%。
Boeing stock has lost around 12% in the last 12 months. Investors can gain exposure to the stock via IShares U.S. Aerospace & Defense ETF (BATS:ITA) and Invesco Aerospace & Defense ETF (NYSE:PPA).
波音股票在过去的12个月中下跌了约12%。投资者可以通过iShares U.S. Aerospace & Defense ETF（BATS:ITA）和景顺航空与国防ETF（NYSE:PPA）获得该股票的暴露度。
Price Action: BA shares closed down 0.60% at $184.31 on Wednesday.
价格走势：周三，波音公司的股价下跌0.60%，收于184.31美元。
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