原文标题：雷神股价因普惠喷气发动机问题而暴跌 原文连结：https://reurl.cc/Eoy21a 发布时间：July 25, 202311:24 PM GMT+8 记者署名：Mike Stone, Valerie Insinna and Pratyush Thakur 原文内容： 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，为空客 A320neo 喷气式飞机提供动力的普惠 GT F 发动机的“很大一部分”需要“加速拆除和检查”，导致股价下跌 14%。 RTX 周二表示，“普拉特毁f特尼公司已确定，用於制造某些发动机零件的粉末金属出现 罕见状况，需要加速车队检查”，迫使在未来 9 至 12 个月内对 3,000 多台发动机中的 1,200 台进行检查。该公司表示，这对正在生产的发动机没有影响。 一位熟悉该问题的消息人士表示，该问题并不是一个迫在眉睫的安全问题。该人士称，RT X 上周开始向客户通报该问题。6 月，国防承包商雷神技术公司正式更名为 RTX 公司。 由於发动机问题，RTX 在进行检查时将 2023 年现金流预测下调了 5 亿美元至 43 亿美 元，同时该公司将 2023 年销售预期从 730 亿美元上调至 740 亿美元，而此前的预测为 720 亿美元至 730 亿美元。 根据 Cirium 的数据，在此期间购买配备 PW1100G-JM 发动机（也称为齿轮传动涡轮风扇 或 GTF 发动机）的空客 (AIR.PA) A320neo 喷气式飞机的主要客户包括精神航空 (SAVE. N)、捷蓝航空 (JBLU.O) 和威兹航空 (WIZZ.L)。 空中客车公司股票在巴黎交易期间下跌约 0.5%。精神航空股票在早盘交易中下跌 2.8%， 捷蓝航空股票下跌 5.3%。维兹航空股票在伦敦交易期间下跌约 3.2%。 空客表示，预计 A320neo 的交付不会受到影响，并将继续与航空公司合作，尽量减少对 机队的干扰。 精神航空、维兹航空和捷蓝航空均未立即回复置评请求。捷蓝航空和精神航空将於下周公 布财报。 Benchmark 分析师在周二的一份报告中表示：“粉末问题凸显了下一代发动机所采用的极 端工程技术，而且还伴随着意外的维护。” RTX表示，到今年9月中旬，将需要从装有PW1100G-JM发动机的喷气机机队中“加速拆除” 约200台发动机，另外1,000台发动机将在接下来的9到12个月内接受检查。 RTX 管理层在财报後电话会议上告诉华尔街分析师，从 2015 年到 2021 年，发动机高压 涡轮盘所用专有金属中都存在微观污染物。 雷神公司首席运营官克里斯极d里奥表示，更换磁盘涉及拆除发动机并拆卸、检查并可能 更换磁盘，然後重新组装发动机。 RTX 补充道：“该公司正在努力最大程度地减少运营影响并为其客户提供支持。”在发布 服务公告後，RTX 表示预计 FAA 将发布适航指令。在非紧急情况下，FAA 可能需要数月 时间才能发布适航指令。 美国联邦航空局表示已经意识到这个问题，并“将确保采取适当的措施”。 RTX 高管表示，现在判断该问题将如何影响 2024 年的现金流还为时过早。首席执行官 G reg Hayes 表示，其 2025 年财务目标（包括达到 90 亿美元的自由现金流）不应受到该 问题的影响，但可能会产生“潜在的利润影响”。 普惠公司在炎热和多尘的气候下也面临着与 GTF 发动机相关的问题。印度低成本航空公 司 Go First 今年陷入金融危机，该公司将其 54 架空客 A320neo 中大约一半的飞机停 飞归咎於普惠发动机的“故障”。 心得/评论： 似乎普惠的发动机有问题，股价直接大跌，对手GE大涨中。 看航空板的讨论，东北亚华航、台虎、韩航(含A220)、ANA都中标了，不知道这个召回对 营运的影响有多少？ ※ 编辑: NDlillard (123.192.72.84 台湾), 07/26/2023 00:17:34 ※ 编辑: NDlillard (123.192.72.84 台湾), 07/26/2023 00:19:00 刚刚手残编辑文章错XD ※ 编辑: NDlillard (123.192.72.84 台湾), 07/26/2023 00:20:20 ※ 编辑: NDlillard (123.192.72.84 台湾), 07/26/2023 00:21:47