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.
高盛的分析師Noah Poponak表示，他們的分析顯示，波音公司（NYSE:BA）（買入評級，目標價243美元）預計將在6月交付43架飛機，包括34架737 MAX、3架787和6架其他飛機。
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，大約有26架737 MAX的交付是新生產的，其餘來自庫存。分析師稱，與年初相比，這些數字顯示了總交付量和產量的改善。
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年策略始於優先確保產品質量，而不是立即提高產量，打算在年底逐步提高產量以滿足需求，分析師表示。
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月份的數字標誌着一個初步趨勢，這可能支持波音的做法。來自供應商的反饋表明，該公司每月維持在30多架MAX交付和中等單雙位數的787交付，與其戰略目標相一致。
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.
分析師的目標價爲243美元，基於每股預期2025年自由現金流的5.0%自由現金流收益率。
Poponak estimates EPS of $1.76 in FY24, $8.29 in FY25 and $13.52 in FY26.
Poponak預計，2024財年每股收益爲1.76美元，2025財年爲8.29美元，2026財年爲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，分析師提到了與航空交通增長速度、供應鏈的產量提高挑戰以及美國國防航空的運營績效相關的風險。
Also Read: Boeing Receives Order For Four 777 Freighters From Turkish Airlines
波音收到來自土耳其航空公司的四架777貨機訂單
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.
本週，波音以每股37.25美元的價格與Spirit AeroSystems Holdings, Inc.（紐交所：SPR）達成了最終協議，溢價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).
波音股票在過去的12個月中下跌了約12%。投資者可以通過iShares U.S. Aerospace & Defense ETF（BATS:ITA）和景順航空與國防ETF（NYSE:PPA）獲得該股票的暴露度。
Price Action: BA shares closed down 0.60% at $184.31 on Wednesday.
價格走勢：週三，波音公司的股價下跌0.60%，收於184.31美元。
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