Rewn
2021-10-27
Wow
Boeing Earnings: What to Look for from BA<blockquote>波音盈利:从英国航空公司寻找什么</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":852266389,"tweetId":"852266389","gmtCreate":1635284245958,"gmtModify":1635284384793,"author":{"id":3582013538866054,"idStr":"3582013538866054","authorId":3582013538866054,"authorIdStr":"3582013538866054","name":"Rewn","avatar":"https://static.tigerbbs.com/7e085a740a2e75b83b9cc2373d01a7f3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Wow</p></body></html>","htmlText":"<html><head></head><body><p>Wow</p></body></html>","text":"Wow","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/852266389","repostId":1100809149,"repostType":4,"repost":{"id":"1100809149","kind":"news","pubTimestamp":1635261612,"share":"https://www.laohunote.com/m/news/1100809149?lang=zh_CN&edition=full","pubTime":"2021-10-26 23:20","market":"us","language":"en","title":"Boeing Earnings: What to Look for from BA<blockquote>波音盈利:从英国航空公司寻找什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100809149","media":"Investopedia","summary":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.\nCommercial airplan","content":"<p>KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul> <li>Analysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.</li> <li>Commercial airplane deliveries are expected to increase sharply YOY.</li> <li>Revenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.</li> </ul> Boeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123</p><p><blockquote><ul><li>分析师预计 2020 财年第三季度调整后每股收益为 -0.15 美元,而 -1.39 美元。</li><li>商用飞机交付量预计将同比大幅增长。</li><li>在连续九个季度同比下降后,收入预计将连续第二个季度增长。</li></ul>随着乘客对 COVID-19 大流行的担忧开始缓解,旅游业反弹,波音公司 (BA) 对商用飞机的需求激增。第二季度,随着收入大幅增长,该公司在连续六个季度亏损后实现盈利。尽管如此,波音公司在疫情之外仍面临着持续的问题。该公司的787 Max喷气式飞机一直存在质量问题。10月中旬,由于钛合金部件发现新缺陷,787梦想客机的生产和交付被推迟。</blockquote></p><p> Investors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5</p><p><blockquote>投资者将在 10 月 27 日开盘前公布 2021 财年第三季度收益时关注波音公司如何克服这些问题,以确保其持续复苏。4 分析师预计,第三季度波音公司将报告调整后每股亏损大幅收窄与去年同期相比。收入预计将同比 (YOY) 实现健康增长,但低于 2021 财年第二季度1.5</blockquote></p><p> Investors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5</p><p><blockquote>投资者还将关注波音公司的商用飞机交付量,这是衡量该公司主要产品之一需求水平的关键指标。分析师预计,与去年同期相比,交付量将大幅上升,但远低于该公司最近 2017 财年和 2018 财年的高峰季度8.5</blockquote></p><p> Boeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&P 500.</p><p><blockquote>波音股票波动剧烈,去年表现逊于大盘。2020 年 11 月,该股在 12 月初大幅上涨,然后在 2021 年 1 月下旬下跌。至此,波音股票再次攀升至3月份的高点。此后,股价逐渐下滑,一路上零星小幅上涨。波音股票的1年追踪总回报率为26.0%,落后于标普500 31.6%的总回报率。</blockquote></p><p> Boeing Earnings History</p><p><blockquote>波音盈利历史</blockquote></p><p> Boeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5</p><p><blockquote>波音公司多年来一直难以报告正调整后每股收益 (EPS)。在过去的 10 个季度中,波音公司仅报告了三个时期的调整后每股收益为正,其中两个是在大流行之前。最大的亏损发生在 2020 财年第四季度,当时波音公司报告并调整后每股亏损 15.25 美元。此后,波音公司的业绩有了很大改善。其亏损在 2021 财年第一季度大幅收窄,随后在 2021 财年第二季度实现了七个季度以来的首次正调整后每股收益。分析师预计波音第三季度每股亏损 0.15 美元,这将是两年多来报告的最小亏损。5</blockquote></p><p> Boeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.</p><p><blockquote>波音的营收表现同样糟糕。从 2019 财年第一季度到 2021 财年第一季度,该公司连续九个季度收入同比下降。2021财年第二季度是自2018财年以来收入首次同比改善。该季度收入增长 44.0%。现在,分析师预计收入将再增长一个季度,但增速较慢,为 21.5%。尽管取得了这一进展,但波音预计第三季度收入仅为 2018 财年第三季度的三分之二左右。</blockquote></p><p> Boeing Key Stats</p><p><blockquote>波音关键统计数据</blockquote></p><p> <table> <tbody> <tr> <td></td> <td>Estimate for Q3 FY 2021</td> <td>Q3 FY 2020</td> <td>Q3 FY 2019</td> </tr> <tr> <td>Adjusted Earnings Per Share</td> <td>-$0.15</td> <td>-$1.39</td> <td>$1.45</td> </tr> <tr> <td>Revenue (B)</td> <td>$17.2</td> <td>$14.1</td> <td>$20.0</td> </tr> <tr> <td>Commercial Airplane Deliveries</td> <td>96</td> <td>28</td> <td>62</td> </tr> </tbody> </table> The Key Metric</p><p><blockquote><table><tbody><tr><td></td><td>2021 财年第三季度预测</td><td>2020财年第三季度</td><td>2019财年第三季度</td></tr><tr><td>调整后每股盈利</td><td>-$0.15</td><td>-$1.39</td><td>$1.45</td></tr><tr><td>收入(B)</td><td>$17.2</td><td>$14.1</td><td>$20.0</td></tr><tr><td>商用飞机交付</td><td>96</td><td>28</td><td>62</td></tr></tbody></table>关键指标</blockquote></p><p> As mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3</p><p><blockquote>如上所述,波音商用飞机交付量也是投资者关注的关键指标。波音公司生产商用和军用飞机。对前一种类型的需求对经济状况更加敏感,而对后一种类型的需求取决于政府关于其军事计划的政策决定。随着美国疫情的威胁有所缓解,随着旅行需求的增长,商业飞机交付量开始上升。但近年来,由于波音公司 787 Max 喷气式飞机长期停飞,以及最近 787 Dreamliner 的零部件缺陷,生产和交付都放缓了。3</blockquote></p><p> These quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.</p><p><blockquote>这些质量问题阻碍了波音商用飞机交付量从疫情恢复的速度。该公司在2020财年第二季度交付了20架商用飞机,比2019财年第二季度下降了77.8%,比2018财年第二季度交付的194架商用飞机下降了近90%。自该低点以来,商用飞机交付量每个季度都有所改善,2021 财年第二季度交付量达到 79 架次。分析师预测这一趋势将持续下去,2021 财年第三季度将交付 96 架商用飞机。这将是去年同期交付的商用飞机数量的三倍多。</blockquote></p><p> <table></table></p><p><blockquote><table></table></blockquote></p><p></p>","source":"lsy1606203311635","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 Earnings: What to Look for from BA<blockquote>波音盈利:从英国航空公司寻找什么</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 Earnings: What to Look for from BA<blockquote>波音盈利:从英国航空公司寻找什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investopedia</strong><span class=\"h-time small\">2021-10-26 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul> <li>Analysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.</li> <li>Commercial airplane deliveries are expected to increase sharply YOY.</li> <li>Revenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.</li> </ul> Boeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123</p><p><blockquote><ul><li>分析师预计 2020 财年第三季度调整后每股收益为 -0.15 美元,而 -1.39 美元。</li><li>商用飞机交付量预计将同比大幅增长。</li><li>在连续九个季度同比下降后,收入预计将连续第二个季度增长。</li></ul>随着乘客对 COVID-19 大流行的担忧开始缓解,旅游业反弹,波音公司 (BA) 对商用飞机的需求激增。第二季度,随着收入大幅增长,该公司在连续六个季度亏损后实现盈利。尽管如此,波音公司在疫情之外仍面临着持续的问题。该公司的787 Max喷气式飞机一直存在质量问题。10月中旬,由于钛合金部件发现新缺陷,787梦想客机的生产和交付被推迟。</blockquote></p><p> Investors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5</p><p><blockquote>投资者将在 10 月 27 日开盘前公布 2021 财年第三季度收益时关注波音公司如何克服这些问题,以确保其持续复苏。4 分析师预计,第三季度波音公司将报告调整后每股亏损大幅收窄与去年同期相比。收入预计将同比 (YOY) 实现健康增长,但低于 2021 财年第二季度1.5</blockquote></p><p> Investors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5</p><p><blockquote>投资者还将关注波音公司的商用飞机交付量,这是衡量该公司主要产品之一需求水平的关键指标。分析师预计,与去年同期相比,交付量将大幅上升,但远低于该公司最近 2017 财年和 2018 财年的高峰季度8.5</blockquote></p><p> Boeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&P 500.</p><p><blockquote>波音股票波动剧烈,去年表现逊于大盘。2020 年 11 月,该股在 12 月初大幅上涨,然后在 2021 年 1 月下旬下跌。至此,波音股票再次攀升至3月份的高点。此后,股价逐渐下滑,一路上零星小幅上涨。波音股票的1年追踪总回报率为26.0%,落后于标普500 31.6%的总回报率。</blockquote></p><p> Boeing Earnings History</p><p><blockquote>波音盈利历史</blockquote></p><p> Boeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5</p><p><blockquote>波音公司多年来一直难以报告正调整后每股收益 (EPS)。在过去的 10 个季度中,波音公司仅报告了三个时期的调整后每股收益为正,其中两个是在大流行之前。最大的亏损发生在 2020 财年第四季度,当时波音公司报告并调整后每股亏损 15.25 美元。此后,波音公司的业绩有了很大改善。其亏损在 2021 财年第一季度大幅收窄,随后在 2021 财年第二季度实现了七个季度以来的首次正调整后每股收益。分析师预计波音第三季度每股亏损 0.15 美元,这将是两年多来报告的最小亏损。5</blockquote></p><p> Boeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.</p><p><blockquote>波音的营收表现同样糟糕。从 2019 财年第一季度到 2021 财年第一季度,该公司连续九个季度收入同比下降。2021财年第二季度是自2018财年以来收入首次同比改善。该季度收入增长 44.0%。现在,分析师预计收入将再增长一个季度,但增速较慢,为 21.5%。尽管取得了这一进展,但波音预计第三季度收入仅为 2018 财年第三季度的三分之二左右。</blockquote></p><p> Boeing Key Stats</p><p><blockquote>波音关键统计数据</blockquote></p><p> <table> <tbody> <tr> <td></td> <td>Estimate for Q3 FY 2021</td> <td>Q3 FY 2020</td> <td>Q3 FY 2019</td> </tr> <tr> <td>Adjusted Earnings Per Share</td> <td>-$0.15</td> <td>-$1.39</td> <td>$1.45</td> </tr> <tr> <td>Revenue (B)</td> <td>$17.2</td> <td>$14.1</td> <td>$20.0</td> </tr> <tr> <td>Commercial Airplane Deliveries</td> <td>96</td> <td>28</td> <td>62</td> </tr> </tbody> </table> The Key Metric</p><p><blockquote><table><tbody><tr><td></td><td>2021 财年第三季度预测</td><td>2020财年第三季度</td><td>2019财年第三季度</td></tr><tr><td>调整后每股盈利</td><td>-$0.15</td><td>-$1.39</td><td>$1.45</td></tr><tr><td>收入(B)</td><td>$17.2</td><td>$14.1</td><td>$20.0</td></tr><tr><td>商用飞机交付</td><td>96</td><td>28</td><td>62</td></tr></tbody></table>关键指标</blockquote></p><p> As mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3</p><p><blockquote>如上所述,波音商用飞机交付量也是投资者关注的关键指标。波音公司生产商用和军用飞机。对前一种类型的需求对经济状况更加敏感,而对后一种类型的需求取决于政府关于其军事计划的政策决定。随着美国疫情的威胁有所缓解,随着旅行需求的增长,商业飞机交付量开始上升。但近年来,由于波音公司 787 Max 喷气式飞机长期停飞,以及最近 787 Dreamliner 的零部件缺陷,生产和交付都放缓了。3</blockquote></p><p> These quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.</p><p><blockquote>这些质量问题阻碍了波音商用飞机交付量从疫情恢复的速度。该公司在2020财年第二季度交付了20架商用飞机,比2019财年第二季度下降了77.8%,比2018财年第二季度交付的194架商用飞机下降了近90%。自该低点以来,商用飞机交付量每个季度都有所改善,2021 财年第二季度交付量达到 79 架次。分析师预测这一趋势将持续下去,2021 财年第三季度将交付 96 架商用飞机。这将是去年同期交付的商用飞机数量的三倍多。</blockquote></p><p> <table></table></p><p><blockquote><table></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investopedia.com/boeing-q3-fy2021-earnings-report-preview-5207000?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">Investopedia</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.investopedia.com/boeing-q3-fy2021-earnings-report-preview-5207000?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100809149","content_text":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.\nCommercial airplane deliveries are expected to increase sharply YOY.\nRevenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.\n\nBoeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123\nInvestors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5\nInvestors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5\nBoeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&P 500.\nBoeing Earnings History\nBoeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5\nBoeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.\nBoeing Key Stats\n\n\n\n\nEstimate for Q3 FY 2021\nQ3 FY 2020\nQ3 FY 2019\n\n\nAdjusted Earnings Per Share\n-$0.15\n-$1.39\n$1.45\n\n\nRevenue (B)\n$17.2\n$14.1\n$20.0\n\n\nCommercial Airplane Deliveries\n96\n28\n62\n\n\n\nThe Key Metric\nAs mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3\nThese quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":2588,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/852266389"}
精彩评论