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Boeing Q4 2011 Results & Delivery Guidance  
User currently offlineStitch From United States of America, joined Jul 2005, 31387 posts, RR: 85
Posted (2 years 10 months 3 weeks 6 days 23 hours ago) and read 2445 times:
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The official conference call will not be for another 90 minutes, but Boeing's 2011 Q4 results are out and they are as follows (reported by Reuters):

Net profit: USD 1.4 billion / USD 1.84 a share compared to USD 1.2 billion / USD 1.56 per share a year earlier.

Revenue: USD 19.6 billion compared to USD 16.8 billion a year prior.

Boeing Commercial Airplanes Group revenue rose 31% to USD 10.7 billion. ISD's revenue rose 4% to USD 8.5 billion.

The company gave guidance that it expected to earn between USD 4.05 and USD 4.25 per share in 2012 on revenue of USD 78 billion to USD 80 billion.

For what it's worth, 2012 delivery guidance is for 35-45 787-8s and 35-45 747-8's.

7 replies: All unread, jump to last
 
User currently offlinecol From Malaysia, joined Nov 2003, 2129 posts, RR: 22
Reply 1, posted (2 years 10 months 3 weeks 6 days 21 hours ago) and read 2261 times:

35-45 747-8's is that possible? The 787 I hope will achieve the high end at 45, we need more out there.

User currently offlineStitch From United States of America, joined Jul 2005, 31387 posts, RR: 85
Reply 2, posted (2 years 10 months 3 weeks 6 days 20 hours ago) and read 2170 times:
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Quoting col (Reply 1):
35-45 747-8's is that possible?

I believe the line is closing on two airframes per month, so that would be around 20-24. And there are a number of frames completed in 2011 that are being prepared for delivery in 2012.


Some more data:

Commercial Airplanes Group profits were up 56 percent.

Total BCA delivery guidance is between 585 and 600 airframes, with revenue expected to grow 31% in 2012.

While Boeing beat Wall Street estimates, shares fell $1.94, or 2.6 percent, to $73.42 in morning trading.

A link to the Report: http://www.boeing.com/news/releases/2012/q1/120125a_nr.pdf

[Edited 2012-01-25 09:33:54]

User currently offlineN14AZ From Germany, joined Feb 2007, 2834 posts, RR: 25
Reply 3, posted (2 years 10 months 3 weeks 6 days 18 hours ago) and read 2020 times:

Quoting Stitch (Thread starter):
35-45 747-8's.

Woaw, that's about 30% or 40% of the current backlog, isn't it? This would enable them to offer new short-term production slots (in opposite to another certain VLA)


User currently offlineStitch From United States of America, joined Jul 2005, 31387 posts, RR: 85
Reply 4, posted (2 years 10 months 3 weeks 6 days 18 hours ago) and read 1941 times:
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Quoting N14AZ (Reply 3):
Woaw, that's about 30% or 40% of the current backlog, isn't it?

Boeing has 97 unfilled orders, so it would be around 1/3rd of the current backlog.


User currently offlineWarpSpeed From United States of America, joined Feb 2010, 595 posts, RR: 3
Reply 5, posted (2 years 10 months 3 weeks 6 days 17 hours ago) and read 1898 times:

A commentator on the call noted that the 747-8 sales pipeline is promising for 2012 so I wonder where the book to bill ratio will be at the end of the year.

Also, it was interesting to hear that 2/3's of the 2012 deliveries for the 787 will be birds coming out of change incorporation. Boeing indicated this will include the delivery of any plane with a line number up to the mid-60s. Birds produced after this will not need post-FAL modification (i.e. delivery straight to customer after std. prep. work). I certainly hope the pace of change incorporation accelerates. Seemingly, less and less work will be required as early builds are delivered and taken off the list. It will be a glorious day when post-FAL change incorporation on such a large scale is no longer needed.



DaHjaj jaj QaQ Daghajjaj !!!!
User currently offlineebbuk From , joined Dec 1969, posts, RR:
Reply 6, posted (2 years 10 months 3 weeks 6 days 8 hours ago) and read 1640 times:

The number for 787 delivery changes AGAIN and this time is lower than at any other time I think?

What a sad start to an aircraft that promises so much. What was to be the jewel in the crown in Boeing's commercial portfolio is quickly becoming the runt of the litter. There'll be no cash in it for ages. Luckily B can hide the sickly 787 behind analyst beating numbers. In fact the very same analysts who were claiming that 2012 would be the year for the 787 delivery.

It's not a story anymore, it's just sad. Very sad


User currently offlineSeJoWa From United States of America, joined May 2006, 373 posts, RR: 0
Reply 7, posted (2 years 10 months 3 weeks 5 days 20 hours ago) and read 1479 times:

Quoting ebbuk (Reply 6):

What a sad start to an aircraft that promises so much. What was to be the jewel in the crown in Boeing's commercial portfolio is quickly becoming the runt of the litter. There'll be no cash in it for ages. Luckily B can hide the sickly 787 behind analyst beating numbers. In fact the very same analysts who were claiming that 2012 would be the year for the 787 delivery.

It's not the plane, it's the firm.

If they can't pull themselves together and square off with reality, their days are numbered. Simple.


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