空客(EADSY.US)仍受供应问题困扰！全年交付目标料难达成
智通财经APP获悉，空客(EADSY.US)已经下调的年度交付目标正变得越来越难以实现。据知情人士透露，空客在9月可能累计交付了50架飞机。这一交付速度表明，空客全年可能将交付约500架，距其全年交付770架的目标将有270架的差距。
据悉，空客在今年7月将全年交付目标由800架调整至770架，理由是发动机短缺和其他供应链问题。该公司还将其中期生产目标推迟一年至2027年。
尽管交付速度通常会在接近年底时趋于加快，但与全年交付目标之间的差距意味着，空客在今年最后三个月里每个月交付的飞机数量都必须比今年以来的任何时候都要多。这对空客来说无疑是一项艰巨的任务。
瑞银分析师Ian Douglas-Pennant周二在一份客户报告中表示，空客在10月底公布第三季度业绩时可能会被迫下调全年预期。
空客长期以来一直抱怨称，在大流行颠覆了整个行业、迫使零部件制造商裁员和削减支出以保存现金之后，供应链一直难以恢复。与此同时，飞机交付缓慢给航空公司带来了压力，它们无法以预期的速度收到采购的飞机，并被迫延长旧机型的飞行时间、或者削减一些航线。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Most Discussed
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10