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2021-07-28
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General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新兴但棘手的航空航天业务</blockquote>
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But there's also a curious catch: the aviation rebound could actually<i>hurt</i>areas of GE's business in the long run.</p><p><blockquote>这家跨国巨头多年来一直受到企业失误的困扰，目前正在经历首席执行官拉里·卡尔普(Larry Culp)领导的扭亏为盈，周二报告称其旗舰航空业务出现反弹，第二季度销售额增长10%，达到48亿美元，订单增长47%。但也有一个奇怪的问题：航空业的反弹实际上可能<i>伤害</i>通用电气的长期业务领域。</blockquote></p><p> Fairy Tale to Horror Story and Back</p><p><blockquote>从童话到恐怖故事再回来</blockquote></p><p> To open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.</p><p><blockquote>在21世纪初，通用电气是美国独创性的标志。通用电气由托马斯·爱迪生（Thomas Edison）和摩根大通（J.P.Morgan，而不是银行）共同创立，千禧年之初市值为6000亿美元。随后是2008年金融危机、一系列糟糕的收购以及多年的企业动荡。目前通用电气的市值为1140亿美元。</blockquote></p><p> Just before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:</p><p><blockquote>就在疫情爆发之前，该公司终于开始重新站稳脚跟：削减债务、出售资产、重组运营，将航空业作为其主要业务。当大流行使航空公司进入禁飞模式时，这一策略变得有点糟糕，但即使是航空旅行的复苏也给通用电气带来了负面影响：</blockquote></p><p> <ul> <li>Surging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.</li> <li>Jefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.</li> </ul> <b>Sky-High Hopes, For Now:</b>Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.</p><p><blockquote><ul><li>新飞机销量的激增是以通用电气维护旧飞机所赚的钱为代价的。据杰富瑞(Jefferies)分析师称，全球22,200架商用飞机中有四分之一仍未使用，其中20%是停产型号，可能永远不会再出现在天空中。</li><li>杰富瑞(Jefferies)分析师预测，航空公司将保留26岁以下的飞机，这将导致2023年全球机队规模比2019年扩大4%，同时飞机维修收入将增加11%。但航空公司在更年轻的时候退役飞机的情况可能会对航空航天售后市场行业的收入产生严重的负面影响。</li></ul><b>目前寄予厚望：</b>短期内通用电气的情况正在好转。周二，该公司公布第二季度营收183亿美元，超出分析师预期。</blockquote></p><p></p>","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>General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新兴但棘手的航空航天业务</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\">\nGeneral Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新兴但棘手的航空航天业务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-28 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.</p><p><blockquote>喷气发动机正在卷土重来，恰逢通用电气摆脱自大流行之前以来一直陷入的恐惧。</blockquote></p><p> The multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actually<i>hurt</i>areas of GE's business in the long run.</p><p><blockquote>这家跨国巨头多年来一直受到企业失误的困扰，目前正在经历首席执行官拉里·卡尔普(Larry Culp)领导的扭亏为盈，周二报告称其旗舰航空业务出现反弹，第二季度销售额增长10%，达到48亿美元，订单增长47%。但也有一个奇怪的问题：航空业的反弹实际上可能<i>伤害</i>通用电气的长期业务领域。</blockquote></p><p> Fairy Tale to Horror Story and Back</p><p><blockquote>从童话到恐怖故事再回来</blockquote></p><p> To open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.</p><p><blockquote>在21世纪初，通用电气是美国独创性的标志。通用电气由托马斯·爱迪生（Thomas Edison）和摩根大通（J.P.Morgan，而不是银行）共同创立，千禧年之初市值为6000亿美元。随后是2008年金融危机、一系列糟糕的收购以及多年的企业动荡。目前通用电气的市值为1140亿美元。</blockquote></p><p> Just before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:</p><p><blockquote>就在疫情爆发之前，该公司终于开始重新站稳脚跟：削减债务、出售资产、重组运营，将航空业作为其主要业务。当大流行使航空公司进入禁飞模式时，这一策略变得有点糟糕，但即使是航空旅行的复苏也给通用电气带来了负面影响：</blockquote></p><p> <ul> <li>Surging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.</li> <li>Jefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.</li> </ul> <b>Sky-High Hopes, For Now:</b>Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.</p><p><blockquote><ul><li>新飞机销量的激增是以通用电气维护旧飞机所赚的钱为代价的。据杰富瑞(Jefferies)分析师称，全球22,200架商用飞机中有四分之一仍未使用，其中20%是停产型号，可能永远不会再出现在天空中。</li><li>杰富瑞(Jefferies)分析师预测，航空公司将保留26岁以下的飞机，这将导致2023年全球机队规模比2019年扩大4%，同时飞机维修收入将增加11%。但航空公司在更年轻的时候退役飞机的情况可能会对航空航天售后市场行业的收入产生严重的负面影响。</li></ul><b>目前寄予厚望：</b>短期内通用电气的情况正在好转。周二，该公司公布第二季度营收183亿美元，超出分析师预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/\">Motley Fool</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":{"GE":"GE航空航天"},"source_url":"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196686259","content_text":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.\nThe multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actuallyhurtareas of GE's business in the long run.\nFairy Tale to Horror Story and Back\nTo open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.\nJust before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:\n\nSurging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.\nJefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.\n\nSky-High Hopes, For Now:Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.","news_type":1,"symbols_score_info":{"GE":0.9}},"isVote":1,"tweetType":1,"viewCount":3641,"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":10,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/803536152"}
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