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波音(BA):2024全年业绩点评:订单释放与管理层改革驱动估值重塑
兴业证券· 2025-02-21 14:19
海外公司跟踪报告 | 美股 证券研究报告 | 2 月 18 日收盘价(美元) | 184.97 | | --- | --- | | 总市值(百万美元) | 138,741 | | 总股本(百万股) | 750 | | 来源:聚源,兴业证券经济与金融研究院整理 | | 相关研究 【兴证海外汽车】波音(BA.N):工会罢 工冲击短期业绩,新 CEO 多举或解债务 难题-2024.11.01 【兴证海外汽车】波音(BA.N):收购供 应商、管理层更换、生产恢复,百年波 音再启航-2024.08.05 | 公司评级 | 增持(维持) | | --- | --- | | 报告日期 | 2025 年 02 月 19 日 | 基础数据 【兴证海外】波音 BOEING(BA.N) 2024Q1 业绩点评:额外安全检查影响交 付量、下半年产能有望恢复-2024.05.08 分析师:余小丽 S0190518020003 AXK331 yuxiaoli@xyzq.com.cn 分析师:张弘彬 S0190524080002 请注意: 张弘彬并非香港证券及期货事务 监察委员会的注册持牌人,不可在香港从 事受监管的活动。 zhangho ...
Boeing Appoints Jeff Shockey to lead Government Operations, Global Public Policy & Corporate Strategy
Prnewswire· 2025-02-20 18:35
Core Points - Boeing has appointed Jeff Shockey as the new executive vice president of Government Operations, Global Public Policy & Corporate Strategy, effective February 24, 2025 [1][2] - Shockey will oversee Boeing's global public policy initiatives, including government operations and sustainability, and will lead the Boeing Global Engagement philanthropic organization [2] - He will report directly to Boeing President and CEO Kelly Ortberg and will be a member of the company's Executive Council [2] Leadership Experience - Jeff Shockey brings over 30 years of experience in government, government relations, and business development, which is expected to help restore trust with key government stakeholders [3] - His previous roles at Boeing include vice president of Global Sales and Marketing for Defense, Space & Security, and vice president of Federal Affairs and International Policy for Government Operations [3] - Shockey has also held significant positions in the U.S. House of Representatives, including staff director of the House Permanent Select Committee on Intelligence [3] Company Overview - Boeing is a leading global aerospace company and a top U.S. exporter, involved in the development, manufacturing, and servicing of commercial airplanes, defense products, and space systems for customers in over 150 countries [4] - The company emphasizes innovation, economic opportunity, sustainability, and community impact through its workforce and supplier base [4] - Boeing is committed to fostering a culture based on core values of safety, quality, and integrity [4]
Boeing(BA) - 2024 Q4 - Earnings Call Presentation
2025-02-20 18:02
Barclays Industrial Select Conference Copyright © 2025 Boeing. All rights reserved. FORWARD-LOOKING STATEMENTS Certain statements made today constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "should," "expects," "intends," "projects," "plans," "believes," "estimates," "targets," "anticipates," and other similar words or expressions, or the negative thereof, generally can be used to help identify these forward-look ...
Trump is 'not happy' with Boeing over Air Force One delays, but airlines are growing upbeat
CNBC· 2025-02-20 17:11
Group 1 - President Trump is frustrated with the delayed delivery of the new Air Force One Boeing 747s, which are years behind schedule and have incurred over $2 billion in cost overruns [1][3] - The $4 billion contract for the aircraft was negotiated during Trump's first term, and it remains uncertain if the planes will be ready during his current term [1] - Boeing's CEO Kelly Ortberg mentioned that Elon Musk is assisting in expediting the delivery process by addressing non-value added constraints [2][3] Group 2 - Trump has expressed the possibility of exploring alternative options for acquiring a plane, indicating he may consider purchasing or obtaining a different aircraft [4] - During a recent tour, Trump inspected a 747 parked at Palm Beach International Airport, highlighting his active interest in the situation [4]
The Boeing Company (BA) Barclays Industrial Select Conference Transcript
Seeking Alpha· 2025-02-20 15:35
Group 1 - The Boeing Company is represented by Kelly Ortberg, who is making his first conference appearance as CEO [1] - The conference is hosted by David Strauss from Barclays Capital, indicating a long-standing relationship between the participants [3] - The discussion is focused on Boeing's key priorities and progress made since the CEO's initial call [9] Group 2 - Kelly Ortberg expresses a positive outlook on the company's progress, particularly in overcoming workforce stoppages that exceeded expectations [11] - The workforce is reported to be back to work with good attitudes, contributing to the company's operational goals [11]
Trump considering 'alternatives' to Boeing for Air Force One contract
Techxplore· 2025-02-20 07:29
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: The current Air Force One jets face rising maintenance costs and use parts that are increasingly obsolete. Donald Trump said Wednesday his administration was "looking at alternatives" to Boeing following delays in delivering two new models of the US presidential Air Force One plane. "I'm not happy with Boeing," the president t ...
Is Boeing an Undervalued Dividend Stock?
The Motley Fool· 2025-02-18 11:45
Boeing (BA -0.55%) has been plagued with challenges hurting its ability to build and sell planes.*Stock prices used were the afternoon prices of Feb. 13, 2025. The video was published on Feb. 15, 2025. ...
Boeing Starts 2025 Extremely Strong
Seeking Alpha· 2025-02-17 16:05
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.The Boeing Company (NYSE: BA ) is working on a turnaround that will likely take years to complete, but the signs are encouraging. The company appears to be able to sustainably increase production of the Boeing 737Dhierin runs the investing group Th ...
Boeing CEO Kelly Ortberg to Speak at Barclays Industrial Select Conference February 20
Prnewswire· 2025-02-12 16:00
ARLINGTON, Va., Feb. 12, 2025 /PRNewswire/ -- Boeing [NYSE: BA] Chief Executive Officer Kelly Ortberg will speak at the Barclays Industrial Select Conference on February 20 at 8:40 a.m. ET.The event webcast link is available on the Events and Presentations section of www.boeing.com/investors. Individuals should check the website prior to the session to ensure access to the audio stream.Contact:Investor Relations[email protected]Boeing Media Relations[email protected]SOURCE Boeing ...
Is Boeing Stock a Buy Now?
The Motley Fool· 2025-02-12 09:05
Despite a miserable 2024, Boeing (BA -0.06%) stock has quietly run up 23.5% over the last three months. Is the start of an ongoing move upward or merely a recovery from an oversold position? Here's a look at Boeing's prospects in light of the company's recent fourth-quarter earnings report.Boeing's mixed newsThe recent earnings contained a mix of good and bad news. Starting with the good news, Boeing's management reassured investors about the company's most critical issue: the ramp-up in 737 MAX deliveries. ...