瑞安航空公司(Ryanair)脾氣暴躁的首席執(zhí)行官邁克爾·奧利里再次向波音公司(Boeing)發(fā)難。
這家廉價(jià)航空公司是波音在歐洲的最大客戶,承諾向后者購(gòu)買總價(jià)值超過(guò)200億美元的737 Max 8-200窄體飛機(jī)。但這并不意味著雙方關(guān)系融洽。雙方最近一直在就后續(xù)訂單進(jìn)行洽談,不過(guò)由于未能就條款達(dá)成一致,波音于今年9月退出談判。
11月1日,奧利里決定在公司最新的財(cái)務(wù)報(bào)告里講述最新的談判情況,而且措辭方面延續(xù)他一貫的風(fēng)格,充滿了各種有趣的話語(yǔ)。
“波音在世界各地都面臨客戶流失問(wèn)題。”在截至9月底的第二財(cái)季業(yè)績(jī)公布后,奧利里在預(yù)先錄制的評(píng)論中向投資者表示。
他補(bǔ)充說(shuō),該總部位于芝加哥的飛機(jī)制造商需要瑞安航空的訂單。在奧利里看來(lái),在航空業(yè)仍未走出新冠疫情陰影的情況下,飛機(jī)大幅提價(jià)兩位數(shù)的要求過(guò)于無(wú)理。他警告說(shuō),由于波音“癡心妄想的”漲價(jià),它的訂單可能會(huì)流失到主要競(jìng)爭(zhēng)對(duì)手空中客車公司(Airbus)的手中。然而,瑞安航空不太可能會(huì)轉(zhuǎn)向空中客車的懷抱,畢竟它的飛機(jī)絕大多數(shù)是波音737。
奧利里依然繼續(xù)向他的長(zhǎng)期供應(yīng)商施壓。他指出,挪威航空(Norwegian Air)幾乎取消了所有波音訂單,Jet2從波音轉(zhuǎn)向空中客車,英國(guó)航空公司(British Airways)的運(yùn)營(yíng)商國(guó)際航空集團(tuán)(International Airlines Group)也邀請(qǐng)空中客車競(jìng)標(biāo)其最初計(jì)劃(根據(jù)意向書)從波音購(gòu)買的飛機(jī)。
“我們真的不知道波音在做什么。我們認(rèn)為他們被誤導(dǎo)了?!眾W利里說(shuō)道。這不是他第一次在雙方談判失敗后向波音公司發(fā)難了。
上周,波音在財(cái)報(bào)中稱,它在第三季度交付了62架737系列飛機(jī),創(chuàng)下自2019年前三個(gè)月以來(lái)的最高紀(jì)錄。自從美國(guó)聯(lián)邦航空管理局(Federal Aviation Administration)批準(zhǔn)讓737 Max恢復(fù)運(yùn)營(yíng)以來(lái),波音已經(jīng)向客戶交付了195架該款此前丑聞纏身的機(jī)型。
波音可以指望瑞安航空訂購(gòu)210架737 Max 8-200飛機(jī),這家愛爾蘭的廉價(jià)航空公司稱該款機(jī)型將為其業(yè)務(wù)帶來(lái)“變革”。瑞安航空計(jì)劃在明年夏季旺季前共接收超過(guò)65架飛機(jī)。
這款機(jī)型專為瑞安航空等廉價(jià)航空公司設(shè)計(jì),總載客量為197人,比傳統(tǒng)機(jī)型多搭載8名乘客,增幅為4%。同時(shí),由于燃油成本降低了16%,它還降低了運(yùn)營(yíng)成本。
但瑞安航空自身也面臨著諸多不利因素。正當(dāng)短途旅客重新選擇搭乘飛機(jī)出行時(shí),不斷上漲的燃油價(jià)格卻給它帶來(lái)了利潤(rùn)壓力。
新增長(zhǎng)目標(biāo)
新一批飛機(jī)是該航空公司實(shí)施今年9月公布的新計(jì)劃的基礎(chǔ)。按照這項(xiàng)計(jì)劃,在2026年3月結(jié)束的財(cái)政年度中,它要共計(jì)運(yùn)營(yíng)大約600架飛機(jī),使得年客運(yùn)量達(dá)到2.25億人次以上,較新冠疫情之前提高50%。
此前,瑞安航空定下的年客運(yùn)量目標(biāo)是2億人次,但它預(yù)計(jì)行業(yè)整合會(huì)帶來(lái)利好,特別是意大利業(yè)務(wù)在意大利航空公司(Alitalia)重組不力后的額外增長(zhǎng),所以調(diào)高了目標(biāo)。
“坦率地說(shuō),我們擁有足夠多的飛機(jī),比我們未來(lái)四五年所需的飛機(jī)還要多?!眾W利里說(shuō),“我們將等到波音再次提供有競(jìng)爭(zhēng)力的定價(jià)后再下訂單?!?/p>
不過(guò),奧利里對(duì)廣受機(jī)組人員和客戶好評(píng)的737 Max 8-200贊賞有加,盡管該款機(jī)型近年來(lái)存在安全隱憂。2018年10月,獅航公司(Lion Air)的610航班墜毀,約六個(gè)月后,埃塞俄比亞航空公司(Ethiopian Airlines)的302航班因?yàn)轱w行軟件故障而墜毀。
“我們已經(jīng)為所有乘坐Max的乘客提供了服務(wù),要是對(duì)乘坐Max出行感到緊張不安,他們能夠立刻卸下行李,換乘下一班航班?!彼f(shuō),“我們從6月開始使用這些飛機(jī),沒有一名乘客想要下機(jī)換乘?!?/p>
另外,瑞安航空宣布,由于英國(guó)脫歐(Brexit),它將考慮從倫敦證券交易所(London Stock Exchange)退市。
雖然英國(guó)脫歐確實(shí)導(dǎo)致倫敦證交所掛牌交易的公司減少,但它給瑞安航空帶來(lái)了更多的收入,因?yàn)槌丝驮谕涤?guó)的航班上通過(guò)該航空公司購(gòu)買了更多的免稅煙酒。
上半財(cái)年,瑞安航空凈虧損4800萬(wàn)歐元(約合5600萬(wàn)美元),預(yù)計(jì)整個(gè)財(cái)年的赤字將在約1億歐元至2億歐元左右,原因是它需要在淡季提供更多的價(jià)格折扣來(lái)刺激市場(chǎng)需求。(財(cái)富中文網(wǎng))
譯者:萬(wàn)志文
瑞安航空公司(Ryanair)脾氣暴躁的首席執(zhí)行官邁克爾·奧利里再次向波音公司(Boeing)發(fā)難。
這家廉價(jià)航空公司是波音在歐洲的最大客戶,承諾向后者購(gòu)買總價(jià)值超過(guò)200億美元的737 Max 8-200窄體飛機(jī)。但這并不意味著雙方關(guān)系融洽。雙方最近一直在就后續(xù)訂單進(jìn)行洽談,不過(guò)由于未能就條款達(dá)成一致,波音于今年9月退出談判。
11月1日,奧利里決定在公司最新的財(cái)務(wù)報(bào)告里講述最新的談判情況,而且措辭方面延續(xù)他一貫的風(fēng)格,充滿了各種有趣的話語(yǔ)。
“波音在世界各地都面臨客戶流失問(wèn)題?!痹诮刂?月底的第二財(cái)季業(yè)績(jī)公布后,奧利里在預(yù)先錄制的評(píng)論中向投資者表示。
他補(bǔ)充說(shuō),該總部位于芝加哥的飛機(jī)制造商需要瑞安航空的訂單。在奧利里看來(lái),在航空業(yè)仍未走出新冠疫情陰影的情況下,飛機(jī)大幅提價(jià)兩位數(shù)的要求過(guò)于無(wú)理。他警告說(shuō),由于波音“癡心妄想的”漲價(jià),它的訂單可能會(huì)流失到主要競(jìng)爭(zhēng)對(duì)手空中客車公司(Airbus)的手中。然而,瑞安航空不太可能會(huì)轉(zhuǎn)向空中客車的懷抱,畢竟它的飛機(jī)絕大多數(shù)是波音737。
奧利里依然繼續(xù)向他的長(zhǎng)期供應(yīng)商施壓。他指出,挪威航空(Norwegian Air)幾乎取消了所有波音訂單,Jet2從波音轉(zhuǎn)向空中客車,英國(guó)航空公司(British Airways)的運(yùn)營(yíng)商國(guó)際航空集團(tuán)(International Airlines Group)也邀請(qǐng)空中客車競(jìng)標(biāo)其最初計(jì)劃(根據(jù)意向書)從波音購(gòu)買的飛機(jī)。
“我們真的不知道波音在做什么。我們認(rèn)為他們被誤導(dǎo)了?!眾W利里說(shuō)道。這不是他第一次在雙方談判失敗后向波音公司發(fā)難了。
上周,波音在財(cái)報(bào)中稱,它在第三季度交付了62架737系列飛機(jī),創(chuàng)下自2019年前三個(gè)月以來(lái)的最高紀(jì)錄。自從美國(guó)聯(lián)邦航空管理局(Federal Aviation Administration)批準(zhǔn)讓737 Max恢復(fù)運(yùn)營(yíng)以來(lái),波音已經(jīng)向客戶交付了195架該款此前丑聞纏身的機(jī)型。
波音可以指望瑞安航空訂購(gòu)210架737 Max 8-200飛機(jī),這家愛爾蘭的廉價(jià)航空公司稱該款機(jī)型將為其業(yè)務(wù)帶來(lái)“變革”。瑞安航空計(jì)劃在明年夏季旺季前共接收超過(guò)65架飛機(jī)。
這款機(jī)型專為瑞安航空等廉價(jià)航空公司設(shè)計(jì),總載客量為197人,比傳統(tǒng)機(jī)型多搭載8名乘客,增幅為4%。同時(shí),由于燃油成本降低了16%,它還降低了運(yùn)營(yíng)成本。
但瑞安航空自身也面臨著諸多不利因素。正當(dāng)短途旅客重新選擇搭乘飛機(jī)出行時(shí),不斷上漲的燃油價(jià)格卻給它帶來(lái)了利潤(rùn)壓力。
新增長(zhǎng)目標(biāo)
新一批飛機(jī)是該航空公司實(shí)施今年9月公布的新計(jì)劃的基礎(chǔ)。按照這項(xiàng)計(jì)劃,在2026年3月結(jié)束的財(cái)政年度中,它要共計(jì)運(yùn)營(yíng)大約600架飛機(jī),使得年客運(yùn)量達(dá)到2.25億人次以上,較新冠疫情之前提高50%。
此前,瑞安航空定下的年客運(yùn)量目標(biāo)是2億人次,但它預(yù)計(jì)行業(yè)整合會(huì)帶來(lái)利好,特別是意大利業(yè)務(wù)在意大利航空公司(Alitalia)重組不力后的額外增長(zhǎng),所以調(diào)高了目標(biāo)。
“坦率地說(shuō),我們擁有足夠多的飛機(jī),比我們未來(lái)四五年所需的飛機(jī)還要多?!眾W利里說(shuō),“我們將等到波音再次提供有競(jìng)爭(zhēng)力的定價(jià)后再下訂單?!?/p>
不過(guò),奧利里對(duì)廣受機(jī)組人員和客戶好評(píng)的737 Max 8-200贊賞有加,盡管該款機(jī)型近年來(lái)存在安全隱憂。2018年10月,獅航公司(Lion Air)的610航班墜毀,約六個(gè)月后,埃塞俄比亞航空公司(Ethiopian Airlines)的302航班因?yàn)轱w行軟件故障而墜毀。
“我們已經(jīng)為所有乘坐Max的乘客提供了服務(wù),要是對(duì)乘坐Max出行感到緊張不安,他們能夠立刻卸下行李,換乘下一班航班?!彼f(shuō),“我們從6月開始使用這些飛機(jī),沒有一名乘客想要下機(jī)換乘?!?/p>
另外,瑞安航空宣布,由于英國(guó)脫歐(Brexit),它將考慮從倫敦證券交易所(London Stock Exchange)退市。
雖然英國(guó)脫歐確實(shí)導(dǎo)致倫敦證交所掛牌交易的公司減少,但它給瑞安航空帶來(lái)了更多的收入,因?yàn)槌丝驮谕涤?guó)的航班上通過(guò)該航空公司購(gòu)買了更多的免稅煙酒。
上半財(cái)年,瑞安航空凈虧損4800萬(wàn)歐元(約合5600萬(wàn)美元),預(yù)計(jì)整個(gè)財(cái)年的赤字將在約1億歐元至2億歐元左右,原因是它需要在淡季提供更多的價(jià)格折扣來(lái)刺激市場(chǎng)需求。(財(cái)富中文網(wǎng))
譯者:萬(wàn)志文
Ryanair's cantankerous CEO, Michael O'Leary, is taking on Boeing. Again.
The budget carrier is Boeing’s biggest client in Europe, with a firm commitment to buy 737 Max 8-200 narrow-body aircraft worth over $20 billion in total. But that doesn't mean they're on the greatest of terms. The two sides had recently been in talks for a follow-up order, before Boeing walked away in September after the two couldn’t agree on terms.
On November 1, O'Leary decided to dedicate part of the company's latest financial report to an update on the state of negotiations, and it was, in keeping with O'Leary's style, full of colorful quotes.
“Boeing is losing customers all over the place,” he said in prerecorded comments to investors following its fiscal second-quarter results through the end of September.
He added the Chicago-based manufacturer needed its business, arguing that demands for a substantial double-digit price increase flew in the face of an aviation industry still reeling from the pandemic. He warned Boeing could lose business to archrival Airbus due to Boeing's “delusional” price hikes. The risk of Ryanair switching sides to Airbus is unlikely, however, as the fleet is overwhelmingly made up of Boeing 737s.
That didn't stop O’Leary from piling on his longtime supplier. He cited cancellations of almost all orders from Norwegian Air, Jet2 switching to Airbus from Boeing, and British Airways operator IAG inviting Airbus to bid for aircraft it initially planned to buy from Boeing under a letter of intent.
“We don’t really know what Boeing is up to. We think they’re deluded,” said O'Leary, who is no stranger to taking on Boeing when talks sour—and there's a live mike in the vicinity.
Last week Boeing reported it delivered 62 aircraft of the 737 family in the third quarter, the most since the first three months of 2019. Since the FAA’s approval to return the 737 Max to operation, it has shipped 195 units of the previously scandal-plagued model to customers.
Boeing can count on Ryanair’s firm order for 210 units of the 737 Max 8-200 model, which the Irish budget carrier calls a "game changer" for its business. It plans to take delivery of over 65 planes in total before the peak of next year’s summer season.
Specially designed for low-cost carriers like Ryanair, the Max packs in an additional eight passengers, or 4% over the conventional version, to total 197 seats while reducing operating costs, thanks to 16% lower fuel bills.
Ryanair is facing plenty of headwinds of its own. Rising fuel prices are pressuring the company's bottom line just as short-haul travelers return to the skies.
New growth target
The fleet of new aircraft underpins the airline’s new plan in September to grow annual passenger volumes by 50% over their pre-COVID levels to over 225 million on a fleet of roughly 600 aircraft in the fiscal year that ends in March 2026.
Previously, Ryanair had targeted 200 million but expects to capitalize on the consolidation in the industry, in particular thanks to added growth in Italy following a brutal restructuring of Alitalia.
“Frankly we have enough aircraft, more aircraft than we need for the next four or five years,” O’Leary said. “We’ll wait until Boeing gets competitive on pricing again before we place another order.”
O’Leary did, however, praise the reception of the 737 Max 8-200 by crew and customers alike despite recent safety concerns after Lion Air flight 610 crashed in October 2018 and Ethiopian Airlines flight 302 went down about six months later because of faulty flight software.
“We’ve offered all passengers traveling on the Gamechangers if there was some nervousness about them traveling on the Max, they could offload with no quibble and travel on the next available flight,” he said. “We first started flying these aircraft in June. Not one passenger has wanted to get off.”
Separately, Ryanair announced it would consider delisting its shares from the London Stock Exchange due to Brexit.
While the U.K.’s decision to leave the European Union did result in a sharp decrease in shares traded on the LSE, it was, however, contributing to the airline’s revenue line as customers purchased via Ryanair more duty-free alcohol and cigarettes on flights to and from the country.
For the first half, the airline posted a net loss of €48 million ($56 million), forecasting red ink of around €100 to €200 million for the full fiscal year owing to the need to stimulate demand during off-season weeks with further price rebates.