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（紐約證券交易所代碼：BA）股價今天上漲，此前與工人達成了避免罷工的暫定協議。
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.
該公司與代表美國太平洋西北地區32,000多名工人的工會達成了暫定協議。該協議可以防止最早定於9月13日開始的潛在罷工。
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.
擬議的爲期四年的合同包括增加25％的工資以及承諾在西雅圖地區建造下一架商用飛機，這標誌着波音新任首席執行官凱利·奧特伯格取得了重大勝利。
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分析師羅納德·愛潑斯坦寫道，在先前與iAM 751總裁喬恩·霍爾登的討論中，工會的主要優先事項概述爲工資、工作保障以及安全和質量監督。
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.
分析師補充說，該工會最初提議在三到四年內將工資提高40％，降低自付醫療費用，恢復固定福利養老金計劃，放寬強制性加班規定，並承諾波音的下一架飛機將在普吉特海灣地區建造。
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.
愛潑斯坦說，儘管讓步和霍爾頓的支持表明罷工的可能性較低，但成員對養老金和工資增長的大力支持構成了被拒絕的風險。
If accepted, the deal would benefit the industry by preventing further OEM delivery disruptions, adds the analyst.
分析師補充說，如果獲得接受，該協議將防止OEM交付進一步中斷，從而使該行業受益。
Consequently, Epstein maintained a Neutral rating pending the vote outcome.
因此，在投票結果出來之前，愛潑斯坦維持中立評級。
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於週五安全返回新墨西哥州的地球，結束了爲期三個月的飛行測試。
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.
這位分析師認爲，這次成功着陸和工會協議對波音來說都是有意義的積極因素，它改善了市場情緒，也支持了凱利·奧特伯格爲推動公司發展所做的努力。
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).
投資者可以通過iShares美國航空航天與國防ETF（BATS: ITA）和加貝利商業航空航天與國防ETF（紐約證券交易所代碼：GCAD）獲得股票敞口。
Price Action: BA shares are up 3.59% at $163.28 at the last check Monday.
價格走勢：週一最後一次檢查時，英國航空股價上漲3.59％，至163.28美元。
Photo via Shutterstock
照片來自 Shutterstock
- Boeing's Cash Flow Goal May Be Pushed Back, Wells Fargo Says While Lowering Outlook
- 富國銀行表示，波音的現金流目標可能會被推遲，同時降低了前景