文章核心观点 美国联邦航空管理局（FAA）对波音及其供应商Spirit AeroSystems的737 MAX生产审计发现存在质量控制合规问题，波音需在90天内制定全面计划解决系统性质量控制问题，此前波音因质量问题多次受FAA批评并曾支付罚款 [1][2] 分组1：审计情况 - FAA对波音和供应商Spirit AeroSystems的737 MAX生产审计发现公司存在未遵守制造质量控制要求的情况 [1] - FAA还发现波音在制造过程控制、零部件处理和存储以及产品控制方面存在不合规问题 [1] - FAA于周一向相关公司发布了已完成审计的结果摘要，但因调查仍在进行未公开 [1] 分组2：事件背景 - 波音周五证实正洽谈收购2005年剥离的前子公司Spirit AeroSystems [2] - FAA的审计由1月5日阿拉斯加航空一架737 MAX 9飞机在16000英尺高空丢失舱门塞的空中紧急事件引发 [2] - FAA此前禁止波音扩大737生产，并在1月表示所看到的质量保证问题不可接受 [2] 分组3：整改要求 - FAA局长迈克·惠特克称波音必须在90天内制定全面计划解决系统性质量控制问题 [2] - 惠特克表示波音必须承诺进行切实而深刻的改进，FAA将全程问责 [2] - 波音首席执行官戴夫·卡尔霍恩称领导团队完全致力于解决FAA关切并制定计划 [2] 分组4：调查目标 - 惠特克称审计目标是审视整个生产系统，包括检查方式、与供应商的互动及交接过程等，以找出故障所在 [3] 分组5：波音应对措施 - 空中事件发生后波音匆忙解释并加强安全程序，该事件导致FAA在1月停飞MAX 9数周 [4] - 波音的计划必须纳入FAA生产线审计结果和专家评审小组报告的调查结果 [4] - 波音上月突然撤换737 MAX项目负责人埃德·克拉克，作为管理层调整的一部分 [4] 分组6：过往质量问题 - 2021年波音因多年来的质量和安全监督失误向FAA支付660万美元罚款以达成和解 [5] - 去年12月FAA敦促航空公司检查MAX飞机方向舵控制系统的松动螺栓 [5] - 国家运输安全委员会上月的初步报告显示，MAX 9脱落的舱门面板似乎缺少四个关键螺栓 [5]

文章核心观点 - 三名阿拉斯加航空1282号航班乘客起诉阿拉斯加航空和波音索赔10亿美元，此前1月已有14名乘客发起集体诉讼 [1][2][5] 诉讼相关信息 - 诉讼原告为凯尔·林克、阿曼达·斯特里克兰和凯文·郭，他们乘坐的波音737 Max 9飞机于1月5日飞行途中舱门塞脱落 [2] - 诉讼于上月在俄勒冈州波特兰所在的穆尔特诺马县提起 [3] 事件情况 - 舱门塞脱落导致飞机失压，氧气面罩掉落，飞机20分钟后返回波特兰国际机场，无人受重伤 [2] - 美国国家运输安全委员会初步报告称，飞机出厂时舱门塞缺少关键螺栓致其脱落 [4] 诉讼诉求及原因 - 律师事务所称“可预防的事件”危及180人生命，要求波音为其疏忽负责并赔偿“巨额”损害 [1][4] - 诉讼称该事件是波音和阿拉斯加航空将利润置于安全之上的体现 [5] 此前集体诉讼情况 - 1月代表14人对波音和阿拉斯加航空提起的集体诉讼中，有人被驾驶舱飞出的碎片击中脸部，有人戴氧气面罩困难，还有人着陆后因压力引发癫痫 [5] 公司回应情况 - 波音拒绝置评，阿拉斯加航空未立即回应评论请求 [5]

Alaska Air Group's (ALK) shareholder-friendly approach and upbeat air travel demand bode well. However, high costs are hurting the bottom line.Factors Favoring ALKBoosted by strong air travel demand and favorable pricing, Alaska Air's revenues surged 8% year over year in 2023, with passenger revenues also marking an 8% increase for the year.Alaska Air's efforts to modernize its fleet bode well. The impending $1.9 billion acquisition of Hawaiian Holdings (HA) will bolster its fleet size further if the deal t ...

股价表现 - Alaska Air Group (ALK) 最近的股价为 $38.65，较前一交易日收盘价下跌了 -1.85% [1] - Alaska Air Group 的股价表现不如标普500指数，而标普500指数当天上涨了 0.04% [1] - 道琼斯指数上涨了 0.16%，而以科技为主的纳斯达克指数下跌了 0.28% [2] 行业比较 - 过去一个月，航空公司的股价上涨了 5.24%，超过了运输行业的 4.15% 和标普500指数的 5.01% [3] - 运输-航空业属于运输行业。该行业目前的 Zacks Industry Rank 为 48，在所有 250+ 个行业中位于前 20% [11] 财务预期 - 投资界将密切关注 Alaska Air Group 即将发布的财报。预计 Alaska Air Group 将每股亏损 $1.11，同比下降了 79.03%。预计营收为 215 亿美元，较去年同期下降了 2.23% [4] - 根据 Zacks Consensus Estimates，分析师预计 Alaska Air Group 全年每股盈利为 $4.47，营收为 107.2 亿美元，较去年分别下降了 1.32% 和增长了 2.86% [5] 分析师评级 - 分析师对 Alaska Air Group 的预期发生了变化，这些变化反映了短期业务趋势的不断变化。正面的预期修订表明分析师对公司的业绩和利润潜力充满信心 [6] - Zacks Rank 系统从 1（强热门）到 5（强卖出）。自 1988 年以来，排名为 1 的股票的平均年回报率为 +25%。过去一个月，Zacks Consensus EPS 预期下降了 16.22%。Alaska Air Group 目前的 Zacks Rank 为 3（持有） [8] 估值和指标 - 从估值角度看，Alaska Air Group 的前瞻市盈率为 8.82，较同行业平均前瞻市盈率 8.72 有所溢价 [9] - ALK 目前的 PEG 比率为 0.93，PEG 比率类似于常用的市盈率，但这一指标还考虑了公司预期的盈利增长率。运输-航空业的平均 PEG 比率在昨日收盘时为 0.58 [10]

Boeing said the head of its 737 Max program is leaving as it continues to grapple with fallout over the midair door blowout on an Alaska Air flight last month.Ed Clark, who led Boeing’s troubled department that also oversees the production of its embattled Max 9 model, is leaving immediately, Stan Deal, the chief executive of the commercial airplanes unit, said in a Wednesday memo to employees obtained by The Post.According to his LinkedIn, Clark’s exit caps off a nearly 15-year stint at the Seattle-based f ...

Unionized flight attendants at Alaska Airlines on Tuesday voted to authorize a potential strike for the first time in three decades as thousands of cabin crew across three unions picketed for higher pay outside airports in the U.S., the United Kingdom and Guam. Out of 93.47% of Alaska Air flight attendants represented by the Association of Flight Attendants (AFA-CWA) who participated in Tuesday's vote, 99.48% voted in favor of authorizing a strike. Strike authorization votes are common tactics in negotiatio ...

Alaska Air Group’s (ALK) subsidiary, Alaska Airlines, is gearing up with new lucrative offers to attract more customers in Portland.ALK will offer a premium travel experience to all its guests in Portland or across its expanding network. Passengers are likely to enjoy First Class and Premium Class facilities, various fare offerings, a generous loyalty program with a Mileage Plan with the fastest path to elite status, 30 global partners and West Coast food and beverage on board.Notably, the company has added ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-8957 ALASKA AIR GROUP, INC. Delaware 91-1292054 (State of Incorporation) (I.R.S. Employer Identification No.) 19300 International Boulevard, Seattle ...

An attorney representing a group of passengers on Alaska Airlines Flight 1282 that suffered a depressurization after a door plug panel blew off a Boeing 737 Max 9 midflight has expanded the lawsuit with new allegations about the incident. Mark Lindquist, an attorney representing 22 passengers who were on Flight 1282 when the emergency occurred in a lawsuit against Alaska Airlines and Boeing, said the newly amended lawsuit includes a new allegation that passengers on a prior flight of the aircraft heard a wh ...

ToplineThe problem that caused a door plug to blow off a Boeing 737 Max 9 plane during an Alaska Airlines flight last month could happen again, according to National Transportation Safety Board chair Jennifer Homendy, who added to recent criticism of Boeing by claiming the airplane manufacturer has a “quality control problem.”A preliminary report by the agency determined four key bolts were missing from the plane. Copyright 2024 The Associated Press. All rights reserved. Key FactsHomendy told CNN an inciden ...