波音公司首席執(zhí)行官凱利·奧特伯格上任的前兩個(gè)月并不順利。
他正面臨著一場(chǎng)持續(xù)的罷工,涉及3.3萬名機(jī)械師,如果工人們不接受波音公司提出的在四年內(nèi)加薪35%的提議,罷工將持續(xù)下去。罷工導(dǎo)致737和777X等關(guān)鍵機(jī)型停產(chǎn),給已經(jīng)落后多年的訂單和交付帶來了更大的壓力。今年1月,一架737 Max飛機(jī)在飛行途中艙門掉落,使得波音公司成為美國(guó)聯(lián)邦航空管理局(Federal Aviation Administration)長(zhǎng)達(dá)數(shù)月的調(diào)查對(duì)象,此外,波音公司的太空項(xiàng)目也出現(xiàn)故障,包括衛(wèi)星爆炸和宇航員受困。
盡管奧特伯格肩負(fù)著扭轉(zhuǎn)波音困境的重任,但他認(rèn)為自己已經(jīng)為這家陷入困境的飛機(jī)制造商找到了前進(jìn)的道路。
奧特伯格在周三發(fā)布財(cái)報(bào)前的季度聲明中表示:“讓波音東山再起需要時(shí)間,但只要我們專注于正確的方向并培養(yǎng)出適當(dāng)?shù)钠髽I(yè)文化,我們就能再次成為一家標(biāo)志性公司和航空航天領(lǐng)域的領(lǐng)導(dǎo)者?!?/p>
奧特伯格概述了波音公司采取的一系列“根本性”變革措施,他解釋說,人們對(duì)該公司的信任已經(jīng)“受到侵蝕”,而且波音公司背負(fù)了過多債務(wù),其中115億美元的債務(wù)將于2026年2月到期。他制定了一個(gè)由四部分組成的計(jì)劃,旨在使公司扭虧為盈,其中包括改變公司文化、穩(wěn)定業(yè)務(wù)、提高項(xiàng)目執(zhí)行力以及“為波音公司打造一個(gè)全新的未來”。
新任首席執(zhí)行官的新眼光和樂觀態(tài)度并未立即阻止波音公司持續(xù)虧損,僅本季度就虧損了61.7億美元。該公司的季度營(yíng)收為178億美元,較2023年第三季度的181億美元略有下降。波音公司每股虧損10.44美元,比去年同期的每股虧損3.26美元高出300%以上。
扭虧為盈計(jì)劃
奧特伯格在短暫任期內(nèi)已經(jīng)采取了一些激進(jìn)的舉措,這些舉措最終將使公司規(guī)??s小。波音公司9月份解雇了國(guó)防、太空和安全部門的總裁兼首席執(zhí)行官泰德·科爾伯特(Ted Colbert)。該部門上一季度虧損9.13億美元。該公司本月早些時(shí)候宣布,計(jì)劃裁員10%,約17000名員工。
除了領(lǐng)導(dǎo)層的人事變動(dòng),波音公司還在考慮籌集350億美元資金,其中包括250億美元的股票或債務(wù),以及與高盛(Goldman Sachs)和摩根大通(JPMorgan Chase)等銀行達(dá)成的100億美元信貸協(xié)議,以幫助支付賬單。據(jù)《華爾街日?qǐng)?bào)》報(bào)道,波音公司上周達(dá)成了一項(xiàng)出售其小型子公司的協(xié)議,該子公司為美國(guó)軍方生產(chǎn)監(jiān)控技術(shù)。
奧特伯格在季度聲明中表示,他計(jì)劃讓領(lǐng)導(dǎo)層更深入地融入公司的日常運(yùn)營(yíng)中。他說:"我們需要深入工廠車間、機(jī)車修理廠和工程實(shí)驗(yàn)室。我們不僅要了解產(chǎn)品的情況,還要了解員工的情況?!?/p>
當(dāng)波音工廠在罷工結(jié)束后恢復(fù)全面運(yùn)營(yíng)時(shí),該公司將急于提高飛機(jī)產(chǎn)量。今年1月,在一系列安全和質(zhì)量失誤后,美國(guó)聯(lián)邦航空管理局決定禁止波音將737 Max飛機(jī)的月產(chǎn)量提高至38架以上,這導(dǎo)致飛機(jī)生產(chǎn)陷入停滯。波音必須向監(jiān)管機(jī)構(gòu)證明,已制定并實(shí)施了更新后的安全和質(zhì)量計(jì)劃。
奧特伯格表示:“啟動(dòng)這個(gè)過程比關(guān)閉它要困難得多。因此,我們把這件事做好是至關(guān)重要的。我們是一家引領(lǐng)航空旅行進(jìn)入新紀(jì)元,并助力人類首次登月的公司?!保ㄘ?cái)富中文網(wǎng))
譯者:中慧言-王芳
波音公司首席執(zhí)行官凱利·奧特伯格上任的前兩個(gè)月并不順利。
他正面臨著一場(chǎng)持續(xù)的罷工,涉及3.3萬名機(jī)械師,如果工人們不接受波音公司提出的在四年內(nèi)加薪35%的提議,罷工將持續(xù)下去。罷工導(dǎo)致737和777X等關(guān)鍵機(jī)型停產(chǎn),給已經(jīng)落后多年的訂單和交付帶來了更大的壓力。今年1月,一架737 Max飛機(jī)在飛行途中艙門掉落,使得波音公司成為美國(guó)聯(lián)邦航空管理局(Federal Aviation Administration)長(zhǎng)達(dá)數(shù)月的調(diào)查對(duì)象,此外,波音公司的太空項(xiàng)目也出現(xiàn)故障,包括衛(wèi)星爆炸和宇航員受困。
盡管奧特伯格肩負(fù)著扭轉(zhuǎn)波音困境的重任,但他認(rèn)為自己已經(jīng)為這家陷入困境的飛機(jī)制造商找到了前進(jìn)的道路。
奧特伯格在周三發(fā)布財(cái)報(bào)前的季度聲明中表示:“讓波音東山再起需要時(shí)間,但只要我們專注于正確的方向并培養(yǎng)出適當(dāng)?shù)钠髽I(yè)文化,我們就能再次成為一家標(biāo)志性公司和航空航天領(lǐng)域的領(lǐng)導(dǎo)者。”
奧特伯格概述了波音公司采取的一系列“根本性”變革措施,他解釋說,人們對(duì)該公司的信任已經(jīng)“受到侵蝕”,而且波音公司背負(fù)了過多債務(wù),其中115億美元的債務(wù)將于2026年2月到期。他制定了一個(gè)由四部分組成的計(jì)劃,旨在使公司扭虧為盈,其中包括改變公司文化、穩(wěn)定業(yè)務(wù)、提高項(xiàng)目執(zhí)行力以及“為波音公司打造一個(gè)全新的未來”。
新任首席執(zhí)行官的新眼光和樂觀態(tài)度并未立即阻止波音公司持續(xù)虧損,僅本季度就虧損了61.7億美元。該公司的季度營(yíng)收為178億美元,較2023年第三季度的181億美元略有下降。波音公司每股虧損10.44美元,比去年同期的每股虧損3.26美元高出300%以上。
扭虧為盈計(jì)劃
奧特伯格在短暫任期內(nèi)已經(jīng)采取了一些激進(jìn)的舉措,這些舉措最終將使公司規(guī)??s小。波音公司9月份解雇了國(guó)防、太空和安全部門的總裁兼首席執(zhí)行官泰德·科爾伯特(Ted Colbert)。該部門上一季度虧損9.13億美元。該公司本月早些時(shí)候宣布,計(jì)劃裁員10%,約17000名員工。
除了領(lǐng)導(dǎo)層的人事變動(dòng),波音公司還在考慮籌集350億美元資金,其中包括250億美元的股票或債務(wù),以及與高盛(Goldman Sachs)和摩根大通(JPMorgan Chase)等銀行達(dá)成的100億美元信貸協(xié)議,以幫助支付賬單。據(jù)《華爾街日?qǐng)?bào)》報(bào)道,波音公司上周達(dá)成了一項(xiàng)出售其小型子公司的協(xié)議,該子公司為美國(guó)軍方生產(chǎn)監(jiān)控技術(shù)。
奧特伯格在季度聲明中表示,他計(jì)劃讓領(lǐng)導(dǎo)層更深入地融入公司的日常運(yùn)營(yíng)中。他說:"我們需要深入工廠車間、機(jī)車修理廠和工程實(shí)驗(yàn)室。我們不僅要了解產(chǎn)品的情況,還要了解員工的情況?!?/p>
當(dāng)波音工廠在罷工結(jié)束后恢復(fù)全面運(yùn)營(yíng)時(shí),該公司將急于提高飛機(jī)產(chǎn)量。今年1月,在一系列安全和質(zhì)量失誤后,美國(guó)聯(lián)邦航空管理局決定禁止波音將737 Max飛機(jī)的月產(chǎn)量提高至38架以上,這導(dǎo)致飛機(jī)生產(chǎn)陷入停滯。波音必須向監(jiān)管機(jī)構(gòu)證明,已制定并實(shí)施了更新后的安全和質(zhì)量計(jì)劃。
奧特伯格表示:“啟動(dòng)這個(gè)過程比關(guān)閉它要困難得多。因此,我們把這件事做好是至關(guān)重要的。我們是一家引領(lǐng)航空旅行進(jìn)入新紀(jì)元,并助力人類首次登月的公司?!保ㄘ?cái)富中文網(wǎng))
譯者:中慧言-王芳
CEO Kelly Ortberg’s first two months as Boeing’s top brass have been far from smooth.
He’s been saddled with an ongoing strike of 33,000 machinists that is set to continue should workers not agree to Boeing’s offered 35% pay hike over four years. The strike has halted production of key aircrafts like the 737 and 777X, mounting pressure on fulfilling orders and deliveries already years behind. That’s all on top of a door plug flying off a 737 Max midflight in January that made Boeing the target of monthslong scrutiny from the Federal Aviation Administration, as well as failures in its space projects that include exploding satellites and stranded astronauts.
But even with Ortberg being tasked with the monumental project of turning around Boeing’s misfortunes, he believes he has found a way forward for the troubled aircraft manufacturer.
“It will take time to return Boeing to its former legacy but, with the right focus and culture, we can be an iconic company and aerospace leader once again,” Ortberg said in the company’s quarterly statement ahead of its Wednesday earnings report.
Outlining a series of “fundamental” changes to Boeing, Ortberg explained that trust in the company has “eroded,” and Boeing has taken on too much debt, with $11.5 billion of that debt maturing through February 2026. He defined a four-part plan to turn the company around, which included changing company culture, stabilizing business, improving project execution, and building “a new future for Boeing.”
The new CEO’s fresh eyes and optimism haven’t initially stopped Boeing from hemorrhaging money, including $6.17 billion this quarter alone. The company’s quarterly revenue of $17.8 billion is a slight year-over-year decrease from $18.1 billion in 2023’s third quarter. Boeing also saw a $10.44 loss per share, more than 300% the loss per share of $3.26 in the same period last year.
The turnaround plan
Ortberg has already made aggressive moves during his short tenure as CEO that will ultimately shrink the company. Boeing fired the president and CEO of its defense, space and security unit, Ted Colbert, in September after the unit lost $913 million the previous quarter. The company announced earlier this month plans to lay off 10% of its workforce, about 17,000 employees.
Aside from leadership shakeups, Boeing is also considering raising $35 billion in funds, including $25 billion in shares or debt and $10 billion in a credit agreement with banks like Goldman Sachs and JPMorgan Chase, to help pay its bills. Last week, Boeing reached a deal to sell one of its small subsidiaries that makes surveillance technology for the U.S. military, the Wall Street Journal reported.
In his quarterly statement, Ortberg said he plans to increase leadership’s integration into everyday company operations. “We need to be on the factory floors, in the back shops and in our engineering labs,” he said. “We need to know what’s going on, not only with our products, but with our people.”
When Boeing’s factories are able to return to full functioning after the strike, the company will be keen to ramp up aircraft production, which was stymied after the FAA’s decision to prohibit Boeing from increasing production of 737 Max plans beyond 38 per month in January, following its series of safety and quality blunders. Boeing will have to prove to the regulatory body it has implemented and maintained an updated safety and quality plan.
“It’s much harder to turn this on than it is to turn it off. So it’s critical, absolutely critical, that we do this right,” Ortberg said. “This is a company that ushered in the new era of air travel and helped land the first man on the moon.”