Boeing's Tentative Union Deal And Starliner Return Boost Sentiment, But Analyst Remains Neutral Pending Vote
Boeing's Tentative Union Deal And Starliner Return Boost Sentiment, But Analyst Remains Neutral Pending Vote
The Boeing Company (NYSE:BA) shares are trading higher today following a tentative deal with workers to avert a strike.
波音公司（纽约证券交易所代码：BA）股价今天上涨，此前与工人达成了避免罢工的暂定协议。
The company reached a tentative agreement with a union that represents over 32,000 workers in the U.S. Pacific Northwest. This agreement could prevent a potential strike that was set to begin as early as Sep. 13.
该公司与代表美国太平洋西北地区32,000多名工人的工会达成了暂定协议。该协议可以防止最早定于9月13日开始的潜在罢工。
The proposed four-year contract, which includes a 25% wage increase and a commitment to build the next commercial airplane in the Seattle area, marks a significant win for new Boeing CEO Kelly Ortberg.
拟议的为期四年的合同包括增加25％的工资以及承诺在西雅图地区建造下一架商用飞机，这标志着波音新任首席执行官凯利·奥特伯格取得了重大胜利。
B Of A Securities analyst Ronald J. Epstein writes that in their previous discussion with IAM 751 President Jon Holden, the union's key priorities were outlined as – Wages, Job Security, and Safety and Quality Oversight.
b Of A Securities分析师罗纳德·爱泼斯坦写道，在先前与iAM 751总裁乔恩·霍尔登的讨论中，工会的主要优先事项概述为工资、工作保障以及安全和质量监督。
The union initially proposed a 40% wage increase over three to four years, reduced out-of-pocket healthcare costs, restoration of the defined-benefit pension plan, easing of mandatory overtime rules, and a commitment that Boeing's next aircraft will be built in the Puget Sound region, adds the analyst.
分析师补充说，该工会最初提议在三到四年内将工资提高40％，降低自付医疗费用，恢复固定福利养老金计划，放宽强制性加班规定，并承诺波音的下一架飞机将在普吉特海湾地区建造。
Epstein says that while concessions and Holden's endorsement suggest a lower chance of a strike, strong member support for the pension and wage increase poses a risk of rejection.
爱泼斯坦说，尽管让步和霍尔顿的支持表明罢工的可能性较低，但成员对养老金和工资增长的大力支持构成了被拒绝的风险。
If accepted, the deal would benefit the industry by preventing further OEM delivery disruptions, adds the analyst.
分析师补充说，如果获得接受，该协议将防止OEM交付进一步中断，从而使该行业受益。
Consequently, Epstein maintained a Neutral rating pending the vote outcome.
因此，在投票结果出来之前，爱泼斯坦维持中立评级。
Apart from this, Boeing's Starliner safely returned to Earth in New Mexico on Friday, concluding its three-month flight test.
除此之外，波音的Starliner于周五安全返回新墨西哥州的地球，结束了为期三个月的飞行测试。
The analyst sees both this successful landing and the union deal as meaningful positives for Boeing, improving sentiment and supporting Kelly Ortberg's efforts to advance the company.
这位分析师认为，这次成功着陆和工会协议对波音来说都是有意义的积极因素，它改善了市场情绪，也支持了凯利·奥特伯格为推动公司发展所做的努力。
Investors can gain exposure to the stock via IShares U.S. Aerospace & Defense ETF (BATS:ITA) and Gabelli Commercial Aerospace and Defense ETF (NYSE:GCAD).
投资者可以通过iShares美国航空航天与国防ETF（BATS: ITA）和加贝利商业航空航天与国防ETF（纽约证券交易所代码：GCAD）获得股票敞口。
Price Action: BA shares are up 3.59% at $163.28 at the last check Monday.
价格走势：周一最后一次检查时，英国航空股价上涨3.59％，至163.28美元。
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