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飛機零件公司 在 閱讀文章- 看板Stock - 批踢踢實業坊 的推薦與評價
原文連結：https://reurl.cc/Eoy21a
發布時間：July 25, 202311:24 PM GMT+8
記者署名：Mike Stone, Valerie Insinna and Pratyush Thakur
原文內容：
RTX Corp (RTX.N), formerly Raytheon, said that a "significant portion" of its
Pratt & Whitney GTF engines that power Airbus A320neo jets will need "accelera
ted removals and inspections," sending shares down 14%.
"Pratt & Whitney has determined that a rare condition in powder metal used to
manufacture certain engine parts will require accelerated fleet inspection," f
orcing an inspection of 1,200 out of more than 3,000 engines over the next nin
e to 12 months, RTX said on Tuesday. There was no impact on engines that are i
n production, the company said.
A source familiar with the issue said the problem is not an immediate safety i
ssue. RTX began notifying customers about the problem last week, the person sa
id. In June, defense contractor Raytheon Technologies Corporation officially c
hanged its name to RTX Corporation.
The engine issue caused RTX to reduce its 2023 cash flow forecast by $500 mill
ion to $4.3 billion as inspections occur, while the company increased its 2023
sales expectation from $73 billion to $74 billion, compared with its prior fo
recast of $72 billion to $73 billion.
Major customers that bought Airbus (AIR.PA) A320neo jets with PW1100G-JM engin
es during the timeframe - also known as the geared turbofan or GTF engine - in
clude Spirit Airlines Inc <SAVE.N>, JetBlue Airways (JBLU.O), and Wizz Air (WI
ZZ.L), according to Cirium data.
Airbus stock was down about 0.5% during trading in Paris. Spirit shares were d
own 2.8% in morning trading, and JetBlue shares were down 5.3%. Wizz Air share
s were down about 3.2% in London.
Airbus said there was no impact expected to A320neo deliveries and it would co
ntinue to work with airlines to minimize the disruption to their fleets.
Spirit, Wizz Air and JetBlue did not immediately respond to a request for comm
ent. JetBlue and Spirit are due to report their earnings next week.
"The powder issue highlights the extreme engineering developed into next-gener
ation engines which has come with unexpected maintenance," Benchmark analysts
said in a note on Tuesday.
About 200 "accelerated removals" from the jet fleet containing PW1100G-JM engi
nes will be needed by mid-September this year, RTX said. An additional 1,000 e
ngines will be inspected over the following nine to 12 months.
Microscopic contaminants in the proprietary metal used in the engine's high-pr
essure turbine discs were present from 2015 through 2021, RTX management told
Wall Street analysts on a post-earnings conference call.
Replacing the disks involves removing the engine and disassembling it, inspect
ing and potentially replacing the disk, and then reassembling the engine, Rayt
heon Chief Operating Officer Chris Calio said.
"The business is working to minimize operational impacts and support its custo
mers," RTX added. Following a service bulletin, RTX said it expects the FAA to
publish an airworthiness directive. It can take months for the FAA to issue a
n airworthiness directive in non-emergency circumstances.
The FAA said it was aware of the issue and "will ensure appropriate steps are
taken."
RTX executives said it was too early to say how the issue would impact cash fl
ow in 2024. CEO Greg Hayes said its 2025 financial goals, which include reachi
ng $9 billion in free cash flow, should not be impacted by the problem, but th
ere could be "potential margin impact."
Pratt & Whitney has also been facing issues related to the GTF engines in hot
and dusty climates. Low-cost Indian carrier Go First, which plunged into finan
cial crisis this year, blamed "faulty" Pratt & Whitney engines for the groundi
ng of about half its 54 Airbus A320neos.
RTX Corp (RTX.N)（原雷神公司）表示，為空客 A320neo 噴氣式飛機提供動力的普惠 GT
F 發動機的“很大一部分”需要“加速拆除和檢查”，導致股價下跌 14%。
RTX 週二表示，“普拉特毀f特尼公司已確定，用於製造某些發動機零件的粉末金屬出現
罕見狀況，需要加速車隊檢查”，迫使在未來 9 至 12 個月內對 3,000 多台發動機中的
1,200 台進行檢查。該公司表示，這對正在生產的發動機沒有影響。
一位熟悉該問題的消息人士表示，該問題並不是一個迫在眉睫的安全問題。該人士稱，RT
X 上週開始向客戶通報該問題。6 月，國防承包商雷神技術公司正式更名為 RTX 公司。
由於發動機問題，RTX 在進行檢查時將 2023 年現金流預測下調了 5 億美元至 43 億美
元，同時該公司將 2023 年銷售預期從 730 億美元上調至 740 億美元，而此前的預測為
720 億美元至 730 億美元。
根據 Cirium 的數據，在此期間購買配備 PW1100G-JM 發動機（也稱為齒輪傳動渦輪風扇
或 GTF 發動機）的空客 (AIR.PA) A320neo 噴氣式飛機的主要客戶包括精神航空 (SAVE.
N)、捷藍航空 (JBLU.O) 和威茲航空 (WIZZ.L)。
空中客車公司股票在巴黎交易期間下跌約 0.5%。精神航空股票在早盤交易中下跌 2.8%，
捷藍航空股票下跌 5.3%。維茲航空股票在倫敦交易期間下跌約 3.2%。
空客表示，預計 A320neo 的交付不會受到影響，並將繼續與航空公司合作，盡量減少對
機隊的干擾。
精神航空、維茲航空和捷藍航空均未立即回復置評請求。捷藍航空和精神航空將於下周公
布財報。
Benchmark 分析師在周二的一份報告中表示：“粉末問題凸顯了下一代發動機所採用的極
端工程技術，而且還伴隨著意外的維護。”
RTX表示，到今年9月中旬，將需要從裝有PW1100G-JM發動機的噴氣機機隊中“加速拆除”
約200台發動機，另外1,000台發動機將在接下來的9到12個月內接受檢查。
RTX 管理層在財報後電話會議上告訴華爾街分析師，從 2015 年到 2021 年，發動機高壓
渦輪盤所用專有金屬中都存在微觀污染物。
雷神公司首席運營官克里斯極d里奧表示，更換磁盤涉及拆除發動機並拆卸、檢查並可能
更換磁盤，然後重新組裝發動機。
RTX 補充道：“該公司正在努力最大程度地減少運營影響並為其客戶提供支持。”在發布
服務公告後，RTX 表示預計 FAA 將發布適航指令。在非緊急情況下，FAA 可能需要數月
時間才能發布適航指令。
美國聯邦航空局表示已經意識到這個問題，並“將確保採取適當的措施”。
RTX 高管表示，現在判斷該問題將如何影響 2024 年的現金流還為時過早。首席執行官 G
reg Hayes 表示，其 2025 年財務目標（包括達到 90 億美元的自由現金流）不應受到該
問題的影響，但可能會產生“潛在的利潤影響”。
普惠公司在炎熱和多塵的氣候下也面臨著與 GTF 發動機相關的問題。印度低成本航空公
司 Go First 今年陷入金融危機，該公司將其 54 架空客 A320neo 中大約一半的飛機停
飛歸咎於普惠發動機的“故障”。
心得/評論：
似乎普惠的發動機有問題，股價直接大跌，對手GE大漲中。
看航空板的討論，東北亞華航、台虎、韓航(含A220)、ANA都中標了，不知道這個召回對
營運的影響有多少？
※ 編輯: NDlillard (123.192.72.84 臺灣), 07/26/2023 00:17:34
剛剛手殘編輯文章錯XD
※ 編輯: NDlillard (123.192.72.84 臺灣), 07/26/2023 00:20:20
※ 編輯: NDlillard (123.192.72.84 臺灣), 07/26/2023 00:21:47
... <看更多>