AndyChai
2021-07-28
Nice
Boeing Reports Earnings Wednesday. Watch the Cash-Burn Data.<blockquote>波音公司周三公布财报。观察烧钱数据。</blockquote>
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Watch the Cash-Burn Data.<blockquote>波音公司周三公布财报。观察烧钱数据。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125365859","media":"Barrons","summary":"Boeing reports second-quarter earnings Wednesday morning. Investors shouldn’t expect much good news,","content":"<p>Boeing reports second-quarter earnings Wednesday morning. Investors shouldn’t expect much good news, but the results shouldn’t matter too much for the stock.</p><p><blockquote>波音公司周三上午公布第二季度收益。投资者不应期待太多好消息，但结果对该股来说应该不会太重要。</blockquote></p><p> For the quarter, Wall Street is looking for an 81-cent-per-share loss from $16.5 billion in sales. For the year-ago quarter, Boeing (ticker: BA) reported an adjusted loss of almost $5 a share from $11.8 billion in sales.</p><p><blockquote>华尔街预计本季度销售额为165亿美元，每股亏损81美分。去年同期，波音公司（股票代码：BA）报告称，调整后每股亏损近5美元，销售额为118亿美元。</blockquote></p><p> Those aren’t great results, but the commercial aerospace giant is still digging out from the dual crises of the 737 MAX and Covid-19. Things are so challenging for the company, it could report almost anything without shocking investors.</p><p><blockquote>这些结果并不是很好，但这家商业航空航天巨头仍在从737 MAX和Covid-19的双重危机中挖掘出来。对于该公司来说，事情是如此具有挑战性，它几乎可以报告任何事情而不会让投资者感到震惊。</blockquote></p><p> “There are enough items that are unknown that something could be unexpected…. More than likely, it will miss,” Edward Jones analyst Jeff Windau tells Barron’s. “Cash burn [will be] in focus.” Wall Street expects Boeing to burn through another $2.8 billion in cash after burning through $3.7 billion in the first quarter.</p><p><blockquote>爱德华·琼斯(Edward Jones)分析师杰夫·温道(Jeff Windau)告诉《巴伦周刊》(Barron's)：“有足够多的未知项目可能会出乎意料……更有可能的是，它会错过。”“现金消耗[将]成为焦点。”华尔街预计，波音公司在第一季度烧掉37亿美元现金后，将再烧掉28亿美元现金。</blockquote></p><p> In the second quarter of 2018, before Covid-19 and the worldwide grounding of the 737 MAX in March 2019 after two deadly crashes within five months, Boeing earned $3.33 a share from $24.3 billion in sales. Free cash flow came in at $4.3 billion. Numbers like that are still far down the road.</p><p><blockquote>2018年第二季度，在Covid-19和2019年3月737 MAX在五个月内发生两起致命坠机事件后全球停飞之前，波音公司的销售额为243亿美元，每股收益为3.33美元。自由现金流为43亿美元。这样的数字还有很长的路要走。</blockquote></p><p> Commercial air travel is improving, though. Over the past week, U.S. air travel was down about 21% compared with the same week in 2019. Three months ago, air travel in the U.S. was down about 42% compared with the same week in April 2019.</p><p><blockquote>不过，商业航空旅行正在改善。过去一周，美国航空旅行比2019年同周下降了约21%。三个月前，美国的航空旅行与2019年4月同周相比下降了约42%。</blockquote></p><p> That improvement won’t be reflected in Boeing numbers. “Boeing’s 2Q deliveries numbers were poor, and it announced another cut to 787 production,” wrote Vertical Research Partners analyst Rob Stallard in a preview report. “This is a setback, with some flow through to key suppliers like [ Sprit AeroSystems ] and [ Hexcel ]. We think Boeing is set to announce another monster 2Q loss.” He projects cash burn of about $2.8 billion, in line with the Wall Street consensus estimate.</p><p><blockquote>这种改善不会反映在波音的数据中。Vertical Research Partners分析师Rob Stallard在一份预览报告中写道：“波音第二季度的交付量很差，它宣布再次削减787的产量。”“这是一个挫折，其中一些资金流向了[Sprit AeroSystems]和[Hexcel]等主要供应商。我们认为波音公司将宣布第二季度再次出现巨额亏损。”他预计现金消耗约为28亿美元，与华尔街的普遍估计一致。</blockquote></p><p> Stallard and Windau both rate Boeing shares Hold. Stallard’s price target is $153 a share. Windau doesn’t publish price targets for stocks he covers.</p><p><blockquote>斯塔拉德和温道均将波音股票评级为持有。Stallard的目标价为每股153美元。温道没有公布他所覆盖股票的目标价。</blockquote></p><p> Stallard notes in his report that demand is improving, “particularly for new narrow body aircraft.”</p><p><blockquote>斯塔拉德在报告中指出，需求正在改善，“特别是新型窄体飞机”。</blockquote></p><p> What investors will want to hear about is a new plane to be developed by Boeing. CEO Dave Calhoun might not be ready to tip his hand yet, though. Boeing is investigating what it calls the NMA, or new medium-size aircraft, but details of size and engine technology—and when it might developed—haven’t been discussed with investors in detail. What’s more, the NMA hasn’t really been addressed on an earnings conference call since January.</p><p><blockquote>投资者想听到的是波音公司将要开发的一种新飞机。不过，首席执行官戴夫·卡尔霍恩可能还没有准备好伸出援手。波音公司正在调查其评级NMA（即新型中型飞机），但尺寸和发动机技术的细节以及何时开发尚未与投资者详细讨论。更重要的是，自一月份以来，NMA还没有真正在收益电话会议上得到解决。</blockquote></p><p> What happens to the stock after earnings is anyone’s guess. Over the past eight quarters, shares have dropped five times and risen three times. Options markets imply the stock will move about 3%, up or down, following earnings.</p><p><blockquote>财报公布后该股会发生什么，谁也说不准。在过去的八个季度里，股价下跌了五次，上涨了三次。期权市场暗示该股将在财报公布后上涨或下跌约3%。</blockquote></p><p> That isn’t too much for all the turmoil faced by the company over the past 24 months.</p><p><blockquote>对于该公司在过去24个月中面临的所有动荡来说，这并不算太多。</blockquote></p><p> Boeing stock is down 1%, at $223.61, in recent trading. Year to date, Boeing shares are up about 5%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average. Since reporting first-quarter numbers, Boeing stock is down about 5%, trailing the market by about 10 percentage points.</p><p><blockquote>波音股价在最近的交易中下跌1%，至223.61美元。今年迄今为止，波音股价上涨了约5%，落后于标普500和道琼斯工业平均指数的可比涨幅。自公布第一季度数据以来，波音股价已下跌约5%，落后大盘约10个百分点。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Reports Earnings Wednesday. Watch the Cash-Burn Data.<blockquote>波音公司周三公布财报。观察烧钱数据。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing Reports Earnings Wednesday. Watch the Cash-Burn Data.<blockquote>波音公司周三公布财报。观察烧钱数据。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-28 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Boeing reports second-quarter earnings Wednesday morning. Investors shouldn’t expect much good news, but the results shouldn’t matter too much for the stock.</p><p><blockquote>波音公司周三上午公布第二季度收益。投资者不应期待太多好消息，但结果对该股来说应该不会太重要。</blockquote></p><p> For the quarter, Wall Street is looking for an 81-cent-per-share loss from $16.5 billion in sales. For the year-ago quarter, Boeing (ticker: BA) reported an adjusted loss of almost $5 a share from $11.8 billion in sales.</p><p><blockquote>华尔街预计本季度销售额为165亿美元，每股亏损81美分。去年同期，波音公司（股票代码：BA）报告称，调整后每股亏损近5美元，销售额为118亿美元。</blockquote></p><p> Those aren’t great results, but the commercial aerospace giant is still digging out from the dual crises of the 737 MAX and Covid-19. Things are so challenging for the company, it could report almost anything without shocking investors.</p><p><blockquote>这些结果并不是很好，但这家商业航空航天巨头仍在从737 MAX和Covid-19的双重危机中挖掘出来。对于该公司来说，事情是如此具有挑战性，它几乎可以报告任何事情而不会让投资者感到震惊。</blockquote></p><p> “There are enough items that are unknown that something could be unexpected…. More than likely, it will miss,” Edward Jones analyst Jeff Windau tells Barron’s. “Cash burn [will be] in focus.” Wall Street expects Boeing to burn through another $2.8 billion in cash after burning through $3.7 billion in the first quarter.</p><p><blockquote>爱德华·琼斯(Edward Jones)分析师杰夫·温道(Jeff Windau)告诉《巴伦周刊》(Barron's)：“有足够多的未知项目可能会出乎意料……更有可能的是，它会错过。”“现金消耗[将]成为焦点。”华尔街预计，波音公司在第一季度烧掉37亿美元现金后，将再烧掉28亿美元现金。</blockquote></p><p> In the second quarter of 2018, before Covid-19 and the worldwide grounding of the 737 MAX in March 2019 after two deadly crashes within five months, Boeing earned $3.33 a share from $24.3 billion in sales. Free cash flow came in at $4.3 billion. Numbers like that are still far down the road.</p><p><blockquote>2018年第二季度，在Covid-19和2019年3月737 MAX在五个月内发生两起致命坠机事件后全球停飞之前，波音公司的销售额为243亿美元，每股收益为3.33美元。自由现金流为43亿美元。这样的数字还有很长的路要走。</blockquote></p><p> Commercial air travel is improving, though. Over the past week, U.S. air travel was down about 21% compared with the same week in 2019. Three months ago, air travel in the U.S. was down about 42% compared with the same week in April 2019.</p><p><blockquote>不过，商业航空旅行正在改善。过去一周，美国航空旅行比2019年同周下降了约21%。三个月前，美国的航空旅行与2019年4月同周相比下降了约42%。</blockquote></p><p> That improvement won’t be reflected in Boeing numbers. “Boeing’s 2Q deliveries numbers were poor, and it announced another cut to 787 production,” wrote Vertical Research Partners analyst Rob Stallard in a preview report. “This is a setback, with some flow through to key suppliers like [ Sprit AeroSystems ] and [ Hexcel ]. We think Boeing is set to announce another monster 2Q loss.” He projects cash burn of about $2.8 billion, in line with the Wall Street consensus estimate.</p><p><blockquote>这种改善不会反映在波音的数据中。Vertical Research Partners分析师Rob Stallard在一份预览报告中写道：“波音第二季度的交付量很差，它宣布再次削减787的产量。”“这是一个挫折，其中一些资金流向了[Sprit AeroSystems]和[Hexcel]等主要供应商。我们认为波音公司将宣布第二季度再次出现巨额亏损。”他预计现金消耗约为28亿美元，与华尔街的普遍估计一致。</blockquote></p><p> Stallard and Windau both rate Boeing shares Hold. Stallard’s price target is $153 a share. Windau doesn’t publish price targets for stocks he covers.</p><p><blockquote>斯塔拉德和温道均将波音股票评级为持有。Stallard的目标价为每股153美元。温道没有公布他所覆盖股票的目标价。</blockquote></p><p> Stallard notes in his report that demand is improving, “particularly for new narrow body aircraft.”</p><p><blockquote>斯塔拉德在报告中指出，需求正在改善，“特别是新型窄体飞机”。</blockquote></p><p> What investors will want to hear about is a new plane to be developed by Boeing. CEO Dave Calhoun might not be ready to tip his hand yet, though. Boeing is investigating what it calls the NMA, or new medium-size aircraft, but details of size and engine technology—and when it might developed—haven’t been discussed with investors in detail. What’s more, the NMA hasn’t really been addressed on an earnings conference call since January.</p><p><blockquote>投资者想听到的是波音公司将要开发的一种新飞机。不过，首席执行官戴夫·卡尔霍恩可能还没有准备好伸出援手。波音公司正在调查其评级NMA（即新型中型飞机），但尺寸和发动机技术的细节以及何时开发尚未与投资者详细讨论。更重要的是，自一月份以来，NMA还没有真正在收益电话会议上得到解决。</blockquote></p><p> What happens to the stock after earnings is anyone’s guess. Over the past eight quarters, shares have dropped five times and risen three times. Options markets imply the stock will move about 3%, up or down, following earnings.</p><p><blockquote>财报公布后该股会发生什么，谁也说不准。在过去的八个季度里，股价下跌了五次，上涨了三次。期权市场暗示该股将在财报公布后上涨或下跌约3%。</blockquote></p><p> That isn’t too much for all the turmoil faced by the company over the past 24 months.</p><p><blockquote>对于该公司在过去24个月中面临的所有动荡来说，这并不算太多。</blockquote></p><p> Boeing stock is down 1%, at $223.61, in recent trading. Year to date, Boeing shares are up about 5%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average. Since reporting first-quarter numbers, Boeing stock is down about 5%, trailing the market by about 10 percentage points.</p><p><blockquote>波音股价在最近的交易中下跌1%，至223.61美元。今年迄今为止，波音股价上涨了约5%，落后于标普500和道琼斯工业平均指数的可比涨幅。自公布第一季度数据以来，波音股价已下跌约5%，落后大盘约10个百分点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/boeing-reports-earnings-wednesday-watch-the-cash-burn-data-51627399022?mod=hp_LEAD_3_B_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/boeing-reports-earnings-wednesday-watch-the-cash-burn-data-51627399022?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125365859","content_text":"Boeing reports second-quarter earnings Wednesday morning. Investors shouldn’t expect much good news, but the results shouldn’t matter too much for the stock.\nFor the quarter, Wall Street is looking for an 81-cent-per-share loss from $16.5 billion in sales. For the year-ago quarter, Boeing (ticker: BA) reported an adjusted loss of almost $5 a share from $11.8 billion in sales.\nThose aren’t great results, but the commercial aerospace giant is still digging out from the dual crises of the 737 MAX and Covid-19. Things are so challenging for the company, it could report almost anything without shocking investors.\n“There are enough items that are unknown that something could be unexpected…. More than likely, it will miss,” Edward Jones analyst Jeff Windau tells Barron’s. “Cash burn [will be] in focus.” Wall Street expects Boeing to burn through another $2.8 billion in cash after burning through $3.7 billion in the first quarter.\nIn the second quarter of 2018, before Covid-19 and the worldwide grounding of the 737 MAX in March 2019 after two deadly crashes within five months, Boeing earned $3.33 a share from $24.3 billion in sales. Free cash flow came in at $4.3 billion. Numbers like that are still far down the road.\nCommercial air travel is improving, though. Over the past week, U.S. air travel was down about 21% compared with the same week in 2019. Three months ago, air travel in the U.S. was down about 42% compared with the same week in April 2019.\nThat improvement won’t be reflected in Boeing numbers. “Boeing’s 2Q deliveries numbers were poor, and it announced another cut to 787 production,” wrote Vertical Research Partners analyst Rob Stallard in a preview report. “This is a setback, with some flow through to key suppliers like [ Sprit AeroSystems ] and [ Hexcel ]. We think Boeing is set to announce another monster 2Q loss.” He projects cash burn of about $2.8 billion, in line with the Wall Street consensus estimate.\nStallard and Windau both rate Boeing shares Hold. Stallard’s price target is $153 a share. Windau doesn’t publish price targets for stocks he covers.\nStallard notes in his report that demand is improving, “particularly for new narrow body aircraft.”\nWhat investors will want to hear about is a new plane to be developed by Boeing. CEO Dave Calhoun might not be ready to tip his hand yet, though. Boeing is investigating what it calls the NMA, or new medium-size aircraft, but details of size and engine technology—and when it might developed—haven’t been discussed with investors in detail. What’s more, the NMA hasn’t really been addressed on an earnings conference call since January.\nWhat happens to the stock after earnings is anyone’s guess. Over the past eight quarters, shares have dropped five times and risen three times. Options markets imply the stock will move about 3%, up or down, following earnings.\nThat isn’t too much for all the turmoil faced by the company over the past 24 months.\nBoeing stock is down 1%, at $223.61, in recent trading. Year to date, Boeing shares are up about 5%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average. Since reporting first-quarter numbers, Boeing stock is down about 5%, trailing the market by about 10 percentage points.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":730,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/803494236"}
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