Aercap飞机租赁公司今日股价大跌6.57%,引起了市场广泛关注。根据途透社的报道,公司CEO Aengus Kelly在向分析师通报时表示,由于波音和空客的飞机生产持续延迟,公司预计在2024年和2025年从这两家飞机制造商接收的新飞机数量将比原先计划的减少。
具体来看,Kelly指出Aercap已将8架波音737MAX飞机的交付时间从2024年推迟到2025年和2026年,并将15架空客A320neo飞机的交付时间从2025年推迟到2026年。作为全球最大的航空租赁公司,新飞机的交付延迟可能会影响Aercap扩张租赁业务的步伐,从而制约其未来收益增长潜力。
分析人士认为,这一消息加剧了投资者对Aercap中期业绩前景的担忧。未来几年新飞机交付不及预期,可能会重创公司的增长动力,削弱其竞争力。市场普遍预计,此次生产延迟将在一定程度上拖累公司2024年和2025年的财务表现。
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