波音公司首席财务官近日发出警示，737与787机型的产能提升速度逊于早前预期，这一态势延续至年底，或将显著削弱公司触及此前自由现金流预测区间顶端的概率。
据其透露，供应链瓶颈与劳动力调配问题依然构成制约因素，导致宽体机与窄体机的交付节奏双双放缓。此番表态，无疑为投资者对波音短期财务表现的乐观情绪泼了一盆冷水。
分析人士指出，产量爬坡的迟缓不仅影响当季收入确认，更可能对明年的排产计划产生连锁效应。波音方面虽未下调整体预测，但措辞间的审慎态度，已暗示内部对达成最乐观情景的信心正在动摇。
市场反应迅速，波音股价在消息发布后承压。这一动态，也令外界更加关注其后续季度报告中，能否提供更为清晰的产能恢复时间表。
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