Fortune | FORTUNE 2024年10月26日
Boeing may put its iconic space business up for sale and had talks with Jeff Bezos’s Blue Origin, report says
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波音在航天领域面临诸多情况,包括Starliner项目及国际空间站相关业务,此前曾与Blue Origin讨论接管部分NASA项目。波音三季度亏损,商业飞机业务受罢工影响,此前客机事故使其生产和工作文化受审。CEO Ortberg欲重塑公司,波音航天项目有得有失,而SpaceX发展较好,不过NASA仍对波音有信心。

🚀波音的航天业务包含Starliner空间出租车项目及国际空间站相关操作,但不包括NASA的Space Launch System火箭。此前波音曾与Blue Origin讨论接管部分NASA项目,但双方未回应相关传闻。

💸波音三季度报告显示亏损60亿美元,其商业飞机单元因罢工持续受困,且今年早些时候的客机事故使公司生产流程和工作文化受更严格审查,进一步影响其商业部门。

🎯CEO Ortberg表示要审视核心业务之外的部门,使公司再次成为标志性企业。波音的Starliner项目今年早些时候受挫,而SpaceX在航天领域发展较好,如成功进行Starship火箭测试飞行等。

🤝尽管波音存在问题,NASA表示不会将其视为航天合作伙伴而放弃,并对其未来的Starliner载人任务表示有信心。

That could include the company’s Starliner space taxi program and operations related to the International Space Station, but would not include NASA’s massive Space Launch System rocket, the report said. Such considerations occurred even before Kelly Ortberg took over as CEO in August. The Journal said that before he came onboard, Boeing held discussions with Jeff Bezos’s Blue Origin space company about taking over some NASA programs.A Boeing spokesperson told Fortune the company doesn’t comment on market rumors or speculation. Blue Origin didn’t immediately respond to a request for comment.The news comes days after Boeing reported third-quarter results that showed a $6 billion loss as its commercial aircraft unit has been hobbled by a strike that continues to drag on, with workers rejecting the latest offer. In addition, mishaps on Boeing passenger jets earlier this year have brought the company’s production processes and work culture under increasing scrutiny, further weighing on its commercial division.During Ortberg’s first earnings conference call as CEO on Wednesday, he vowed to make the company iconic again, but also suggested it will take a hard look at units outside its core commercial and defense businesses. “We’re better off doing less and doing it better than doing more and not doing it well,” he told analysts. “What do we want this company to look like five and 10 years from now? And do these things add value to the company or distract us?”Boeing’s long space legacy includes the iconic Saturn V rocket that took astronauts to the moon during the Apollo program as well as the space shuttle. It’s also the prime contractor for the space station.But its Starliner program suffered a major setback earlier this year, when a crewed test flight took two astronauts to the space station but left them stuck there due to glitches with the capsule.In August, NASA said it would bring the astronauts back to Earth on a SpaceX mission in February 2025, pushing the astronauts’ total time in space to eight months, if all goes according to plan. Meanwhile, SpaceX has been ferrying astronauts to and from the space station for years as the other contractor under NASA’s space taxi program. Elon Musk’s company has also emerged as a top provider of launch services for the U.S. military, other governments, and companies around the world.SpaceX’s latest triumph was a test flight of its giant Starship rocket that saw its Super Heavy booster land itself on a launch pad earlier this month. By contrast, Boeing has been lagging on its Starliner space taxi as well as its Space Launch System rocket, which is being designed for deep-space missions. While it had a successful test launch in 2022, it has suffered delays and cost overruns. For its part, NASA has said it’s a long way from “writing off Boeing” as a space partner and has expressed continued confidence in the company.In August, NASA Administrator Bill Nelson said he is “100%” certain that Boeing will launch another crewed mission on Starliner in the future, citing the working relationship between NASA and the company.

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