三季度巨亏后波音雪上加霜，恐放弃737 Max新机型认证计划

华尔街见闻2022-10-27

在警告可能放弃737 Max7 和Max 10机型的认证前，波音公布，三季度营收低于预期，净亏损几乎是一年前的33倍，军工业务亏损28亿美元。虽然三季度商业飞机收入同比猛增40%，但波音将今年737客机交付量预期从400多架下调至375架。季报巨亏后，美国航空业巨头波音又传出坏消息。美东时间26日周三美股午盘，波音在公布的递交监管方文件中表示，除非美国政府延长完成获得认证工作的截止期，否则可能取消...

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kyokolee13
2022-10-27
kyokolee13
[强]

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空军一号等军工业务导致巨亏周三美股盘前，波音公布的财报显示，如果没有包括改装空军一号在内的军工业务拖累，波音本可以交出一份靓丽的季报成绩单。财报主要指标中：今年第三季度营业收入159.56亿美元，较去年三季度同比增长4.5%，环比今年二季度下降4.3%，低于分析师预期的179.1亿美元。三季度净亏损33.08亿美元，远超去年同期亏损额1.32亿美元，今年二季度净利润1.6亿美元。三季度调整后非GAAP口径下每股收益（EPS）亏损6.18美元，远超分析师预期的每股亏损0.07美元，也超过二季度的每股亏损0.37美元。财报显示，包括空中加油机KC-46和空军一号的项目在内，三季度波音军工业务亏损28亿美元，是最主要亏损源。今年4月波音披露，在特朗普执政时签署的改装空军一号合约已造成亏损总计11亿美元，波音CEO Dave Calhoun当时称，可能一开始就不该做这笔交易。本周三发布财报的同时，Calhoun在致员工的公开信中表示：“我们正专注于让这些（军工）项目成熟，降低风险，并为我们的客户及其重要任务提供服务。”三季度商业飞机收入猛增 但下调今年737客机交付量预期波音此次的财报也有些亮点。其中之一是，波音的商业飞机业务收入同比增长40%，达到62.6 亿美元。当季交付飞机112架，较一年前交付量85架增长近32%。此外，截至三季度末，波音自由现金流达29.1亿美元，几乎为市场预期10.2亿美元的三倍、为去年同期5.07亿美元的六倍。这是继二季度现金流大幅改善之后波音再次传递现金流方面的正面信号。波音本周三重申今年将实现自由现金流为正值的预期。华尔街见闻此前提到，因一系列制造缺陷，波音的787梦想客机自2020年底起接受审查，一直暂停交付，今年8月美国监管方亮绿灯后，当月终于8月恢复交机。但Calhoun和其他波音的高管本周三指出，供应链问题和劳动力短缺正在阻碍波音提高产量。他在给员工的公开信中写道：“我们对自身所面临的环境持现实的态度，正在采取全面的行动。我们在生产设施中不会太快地推动系统。我们会在必要时放慢速度，并努力确保工作按顺序完成。”波音首席财务官（CFO）Brian 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