Justin Roberts, Vice President of Corporate Finance and Treasurer of Lake Oswego, Oregon-based GBX was immediately questioned after his presentation outlining the current state of affairs -- total carloads down 2.5 percent year-over-year so far in 2019, railcars in storage up 16 percent year-over-year to 341,000 units (20 percent of the industry fleet) and future annual delivery forecasts
recently lowered to the 45,000 to 50,000 range.
Given the demand concerns, Ellinghorst cut his delivery forecasts
for 2019, 2020 and 2021 and lowered his 2020 EPS estimates by 40%.
It is recommending the Department for Transport and Network Rail publish a revised programme of rail electrification improvements, including the rationale for prioritisation between projects, with updated cost and delivery forecasts
. The report also highlights severe planning and budgeting failures in Network Rail's current five-year investment programme, and says there have been "staggering and unacceptable" cost increases in the project to electrify the Great Western Main Line from London to Cardiff, which is now expected to cost up to PS1.2 billion more than the PS1.6 billion estimated a year ago.
* Give real-time production and delivery forecasts
Rather than forecasting output as one big chunk of contractual and send-out demand, delivery forecasts
for both categories can be planned by the hour.
Honeywell, Bombardier, Embraer Bombardier, Embraer, Honeywell share jet delivery forecasts
. Bombardier, Embraer and Honeywell shared their forecasts for the near future.
According to Kidd, the Imaginetics has has begun to benefit from substantial growing demand in the airframe and aerostructures supply chain, as original equipment manufacturers struggle to secure capacity to allow them to meet aircraft delivery forecasts
"Although we see this cancellation having no impact on our 787 delivery forecasts
out to 2015, this news could have a negative impact on investor sentiment towards Boeing and its suppliers," Rob Stallard, an analyst at RBC Capital Markets in London, wrote in a note.
Multiple touch points on the supply chain with overlapping activities can be eliminated through collaborative 24x7 IT systems communicating specifications, delivery forecasts
, advanced shipment notices and quality notifications.
The two companies have stuck by their 2003 jet delivery forecasts
- 300 for Airbus and 280 for Boeing - but they concede those targets may be difficult to achieve if geopolitical events put further pressure on airlines already in the red.
A weakening of the global economy could also lead to a revision of the Airbus delivery forecasts
, Mr Forgeard added.