Two analysts, two very different views of Boeing free cash flow [feedly]
martes, 13 de septiembre de 2016
Two analysts, two very different views of Boeing free cash flow
https://leehamnews.com/2016/09/13/two-analysts-two-different-views-boeing-free-cash-flow/
Cai von Ruhmor of Cowen & Co. believes the 787, 737 MAX and KC-46A programs will more than offset declines in the 777 Classic cash flow and increased spending on its successor, the 777X. Von Rohmor maintains an Outperform (Buy) rating on the stock.
David Strauss of UBS looks at the data and concludes the FCF will decline, most notably as the 777X cash outflow ramps up ahead of deliveries in 2020. Strauss has a Neutral (Hold) on the stock.
https://leehamnews.com/2016/09/13/two-analysts-two-different-views-boeing-free-cash-flow/
Cai von Ruhmor of Cowen & Co. believes the 787, 737 MAX and KC-46A programs will more than offset declines in the 777 Classic cash flow and increased spending on its successor, the 777X. Von Rohmor maintains an Outperform (Buy) rating on the stock.
David Strauss of UBS looks at the data and concludes the FCF will decline, most notably as the 777X cash outflow ramps up ahead of deliveries in 2020. Strauss has a Neutral (Hold) on the stock.
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