波音第三季度营收242亿美元增4%:净亏损收窄至1.16亿美元,737 MAX 7与MAX 10相继获美认证

据路透社10月27日报道,波音公司当日发布第三季度业绩:当季营收241.9亿美元,同比增长约4%;净亏损1.16亿美元,较去年同期53.4亿美元的巨额亏损大幅收窄,去年同期的业绩曾因 777X 认证延误计提近49亿美元费用。按 GAAP 计算,每股亏损0.26美元;剔除一次性项目的核心每股亏损0.34美元,亏损幅度大于 LSEG 汇总的分析师预期0.21美元。
分部门看,商用飞机部门营收约107亿美元,营业亏损6.97亿美元,营业利润率为负6.5%,公司将其归因于交付机型组合利润较低与生产成本上升;当季商用飞机交付量为161架。防务、航天与安全部门营收增长15%至约79亿美元,营业利润约5亿美元、利润率6.2%,其中包含出售一家子公司所得的2.52亿美元。全球服务部门营业利润约10亿美元,利润率18.3%。季末公司总订单储备达约7,450亿美元,其中包括6,300多架商用飞机订单、价值约6,120亿美元;当季自由现金流4.64亿美元,净债务降至252亿美元。
本季度内,波音737 MAX 家族的两个最新机型相继获得美国联邦航空局(FAA)认证:最小的 737 MAX 7 于8月获认证,最大的 737 MAX 10 于上周获认证;公司还赢得美国海军第六代战斗机 F/A-XX 合同。波音同时表示,737 项目月产量向47架的「稳定生产」目标推进,但增产仍受机翼产能制约,此前从每月42架提速的计划未能在夏季如期实现。
首席执行官 Kelly Ortberg 在致员工的信息中表示:「外界的期望正在上升,也理应如此。我们比一年前有了更坚实的基础,但要兑现订单储备、强化企业文化并改进工作方式,还有更多工作要做。」
Boeing Q3 Revenue Rises 4% to $24.2 Billion: Net Loss Narrows to $116 Million as 737 MAX 7 and MAX 10 Win U.S. Certification
Boeing reported third-quarter results on October 27, according to Reuters: revenue was $24.19 billion, up about 4% year over year, and the net loss narrowed sharply to $116 million from $5.34 billion a year earlier, a quarter that had absorbed a charge of nearly $4.9 billion tied to 777X certification delays. The GAAP loss was $0.26 per share, while the core (adjusted) loss was $0.34 per share, wider than the $0.21 loss analysts had expected on average, according to LSEG data.
By segment, Boeing Commercial Airplanes revenue was about $10.7 billion with an operating loss of $697 million and a margin of -6.5%, which the company attributed to a less profitable delivery mix and higher production costs; commercial deliveries totaled 161 airplanes in the quarter. The defense, space and security division grew revenue 15% to about $7.9 billion and earned roughly $500 million at a 6.2% margin, including a $252 million gain on the sale of a subsidiary. Boeing Global Services posted earnings of about $1 billion at an 18.3% margin. Total backlog reached about $745 billion, including more than 6,300 commercial airplanes valued at roughly $612 billion; free cash flow was $464 million and net debt eased to $25.2 billion.
During the quarter, the two newest members of the 737 MAX family won certification from the U.S. Federal Aviation Administration (FAA): the smallest variant, the 737 MAX 7, in August, and the largest, the 737 MAX 10, last week. Boeing also won the U.S. Navy's sixth-generation F/A-XX fighter contract. The company said it remained on track toward stabilized 737 production of 47 airplanes per month, though the ramp-up from 42 per month continued to be constrained by wing production capacity.
In a message to employees, CEO Kelly Ortberg said: 'Expectations are rising, and they should. We have a stronger foundation than a year ago, but we also have more work to do to deliver on our backlog, strengthen our culture, and improve how we work every day.'
来源:GSM·美国(原文链接)
图片来源:图:一架西南航空波音737-8 MAX客机在 Baltimore-Washington 国际机场降落(Acroterion 摄,Wikimedia Commons,CC BY-SA 4.0)。Image: A Southwest Airlines Boeing 737-8 MAX landing at Baltimore-Washington International Airport (Acroterion, Wikimedia Commons, CC BY-SA 4.0).

