{"id":33349,"date":"2025-05-06T17:16:15","date_gmt":"2025-05-06T17:16:15","guid":{"rendered":"https:\/\/quantfury.com\/?p=33349"},"modified":"2025-07-25T17:51:59","modified_gmt":"2025-07-25T17:51:59","slug":"boeing-2","status":"publish","type":"post","link":"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/boeing-2\/","title":{"rendered":"Boeing parece estar se estabilizando, mas os problemas ainda n\u00e3o desapareceram"},"content":{"rendered":"\n<p>Muitos analistas acreditam que a gigante da ind\u00fastria aeroespacial Boeing (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=BA\">NYSE: BA<\/a>) est\u00e1 se recuperando, ap\u00f3s dez anos de turbul\u00eancia.<\/p>\n\n\n\n<p>O CEO Kelly Ortberg parece estar trazendo a empresa de volta ao seu foco costumeiro em engenharia, afastando-a da recente orienta\u00e7\u00e3o voltada para lucros de curto prazo. Ele tamb\u00e9m implementou um programa de redu\u00e7\u00e3o de custos que inclui uma diminui\u00e7\u00e3o de 10% na for\u00e7a de trabalho.<\/p>\n\n\n\n<p>Al\u00e9m disso, a empresa est\u00e1 trabalhando para melhorar a gest\u00e3o de riscos e da cadeia de suprimentos, al\u00e9m de abordar quest\u00f5es de seguran\u00e7a. Ortberg reconhece que a cultura corporativa precisa mudar.<\/p>\n\n\n\n<p>No entanto, as m\u00e1s not\u00edcias n\u00e3o param de chegar. A Boeing fechou um contrato de US$ 3,9 bilh\u00f5es em 2018 para construir um novo avi\u00e3o para o presidente dos EUA\u2014o Air Force One. A aeronave deveria ter sido conclu\u00edda no ano passado, mas agora, provavelmente, n\u00e3o ficar\u00e1 pronta nos pr\u00f3ximos dez anos, ou at\u00e9 mais, segundo fontes do The Wall Street Journal.<\/p>\n\n\n\n<p>Embora n\u00e3o seja um projeto simples, o novo jato presidencial j\u00e1 est\u00e1 bilh\u00f5es de d\u00f3lares acima do or\u00e7amento e enfrenta problemas com fornecedores, engenharia e fabrica\u00e7\u00e3o. Gra\u00e7as ao atraso, o presidente Trump encomendou uma aeronave substituta tempor\u00e1ria\u2014um avi\u00e3o usado\u2014da L3Harris (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=LHX\">NYSE: LHX<\/a>), segundo o The Wall Street Journal<em>.<\/em><\/p>\n\n\n\n<p>Voc\u00ea provavelmente j\u00e1 conhece os problemas da Boeing ao longo dos anos\u2014as defici\u00eancias do seu jumbo 787, os acidentes fatais com o 737 Max em 2018-19 que resultaram na morte de 346 pessoas, uma greve sindical de maquinistas no ano passado e muitos outros contratempos.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-o-mais-novo-obstaculo-tarifas\">O mais novo obst\u00e1culo: tarifas<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p>Agora, a preocupa\u00e7\u00e3o gira em torno das tarifas. Mercados estrangeiros representam cerca de 70% das entregas comerciais planejadas da Boeing, s\u00f3 a China responde por 10%, segundo o The Wall Street Journal.<\/p>\n\n\n\n<p>Se esses pa\u00edses responderem \u00e0s tarifas de Trump com impostos, isso pode reduzir a demanda externa pelos jatos da Boeing. Al\u00e9m disso, 80% dos gastos da empresa com pe\u00e7as v\u00eam de fornecedores estrangeiros, e as tarifas dos EUA tornar\u00e3o essas importa\u00e7\u00f5es mais caras.<\/p>\n\n\n\n<p>Por\u00e9m, nem todos est\u00e3o preocupados com esse impacto. \u201cA carteira de pedidos de aeronaves da Boeing, de US$ 460 bilh\u00f5es, permitir\u00e1 a flexibilidade de direcionar as entregas para longe das tarifas\u201d, escreve o analista da Morningstar, Nicolas Owens. Enquanto isso, \u201cseu estoque pr\u00e9-tarifa e o grande volume de exporta\u00e7\u00f5es l\u00edquidas de aeronaves podem mitigar a maior parte da press\u00e3o de custo que as tarifas poderiam colocar sobre insumos importados.\u201d<\/p>\n\n\n\n<p>A quest\u00e3o fundamental da Boeing \u00e9 cultural: a mudan\u00e7a de uma cultura de engenharia para uma cultura de lucro de curto prazo, que come\u00e7ou em 1997. Ortberg parece estar corrigindo isso.<\/p>\n\n\n\n<p>E o preju\u00edzo da empresa diminuiu 91% no primeiro trimestre em compara\u00e7\u00e3o ao ano anterior, totalizando US$ 31 milh\u00f5es. No entanto, o sucesso levar\u00e1 tempo e n\u00e3o est\u00e1 garantido.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Muitos analistas acreditam que a gigante da ind\u00fastria aeroespacial Boeing (NYSE: BA) est\u00e1 se recuperando, ap\u00f3s dez anos de turbul\u00eancia. O CEO Kelly Ortberg parece estar trazendo a empresa de volta ao seu foco costumeiro em engenharia, afastando-a da recente orienta\u00e7\u00e3o voltada para lucros de curto prazo. Ele tamb\u00e9m implementou um programa de redu\u00e7\u00e3o de [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[],"class_list":["post-33349","post","type-post","status-publish","format-standard","hentry","category-insights-do-mercado"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Boeing parece estar se estabilizando, mas os problemas ainda n\u00e3o desapareceram | Quantfury<\/title>\n<meta name=\"description\" content=\"Muitos analistas acreditam que a gigante da ind\u00fastria aeroespacial Boeing (NYSE: BA) est\u00e1 se recuperando, ap\u00f3s dez anos de turbul\u00eancia.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/boeing-2\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Boeing parece estar se estabilizando, mas os problemas ainda n\u00e3o desapareceram | Quantfury\" \/>\n<meta property=\"og:description\" content=\"Muitos analistas acreditam que a gigante da ind\u00fastria aeroespacial Boeing (NYSE: BA) est\u00e1 se recuperando, ap\u00f3s dez anos de turbul\u00eancia.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/boeing-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Quantfury\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-06T17:16:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-25T17:51:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/quantfury.com\/wp-content\/uploads\/2025\/05\/Boeing2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1536\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Quantfury\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"Muitos analistas acreditam que a gigante da ind\u00fastria aeroespacial Boeing (NYSE: BA) est\u00e1 se recuperando, ap\u00f3s dez anos de turbul\u00eancia. 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