Motley Fool yashinzwe n'abavandimwe Tom na David Gardner mu 1993. Binyuze ku rubuga rwacu, podcast, ibitabo, inkingi z’ibinyamakuru, gahunda za radiyo na serivisi zishoramari nziza, dufasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga.
Urakoze kubwinkunga yawe, kandi urakaza neza kuri Curtiss-Wright Igihembwe cya kabiri 2021 Ihamagarwa ryibisubizo byamafaranga. [Amabwiriza kubakoresha] Nyuma yintangiriro yumuvugizi, hazaba ikibazo nibisubizo. ~ Amabwiriza
Urakoze, Andereya, kandi mwaramutse mwese. Murakaza neza mu nama yo kwinjiza amafaranga ya Curtiss-Wright yo mu gihembwe cya kabiri cya 2021. Twifatanije nanjye mu guhamagarwa kw'inama uyu munsi ni Lynn Bamford, Perezida akaba n'Umuyobozi mukuru; na Chris Farkas, Visi Perezida na CFO. Ihamagarwa ryacu ryuyu munsi ririmo gutambuka kumurongo, kandi itangazo rigenewe abanyamakuru hamwe na kopi ya raporo y’imari ya noneos irashobora gukurwa mu gice cy’imibanire y’abashoramari kurubuga rwacu rwa interineti www.curtisswright.com. Isubiramo ryurubuga rushobora no kuboneka kurubuga. Nyamuneka menya ko ibiganiro byuyu munsi bizaba bikubiyemo ibintu bimwe na bimwe bireba imbere hamwe n’ibisobanuro nk'uko bisobanurwa mu itegeko ryo kuvugurura imanza z’abikorera ku giti cyabo ryo mu 1995. Aya magambo ashingiye ku micungire y’ubuyobozi buteganijwe kandi ntabwo ari garanti yimikorere izaza. Twasobanuye neza ingaruka n'ibidashidikanywaho bifitanye isano n'amagambo yacu areba imbere mu nyandiko zacu rusange zashyikirijwe SEC.
Nkwibutse, imikorere yisosiyete ikubiyemo ibitekerezo byahinduwe bitari GAAP bivanaho ibiciro bimwe na bimwe kugirango habeho gukorera mu mucyo Curtiss-Wrightos ikomeje ibikorwa n’imikorere y’imari. Nyamuneka menya kandi ko ibisubizo byahinduwe hamwe nubuyobozi bwumwaka wose bitarimo umurongo wibicuruzwa byakozwe na progaramu ya disiki ishigikira gahunda ya 737 MAX, hamwe nubucuruzi bwabadage bo mubudage twashyizwe mubikorwa byo kugurisha mugihembwe cya kane. Ubwiyunge bwa GAAP na GAAP mubihe byumwaka ushize nubushize murashobora kubisanga mumatangazo yinjiza, nyuma yiki kiganiro, no kurubuga rwacu. Keretse niba byavuzwe ukundi, ibyerekeranye no gukura kama ntikubiyemo ingaruka zo kuvugurura, guhindura amafaranga yamahanga, kugura no gutandukana.
Urakoze, Jim, kandi mwaramutse mwese. Nzatangirana nincamake yibyingenzi byingenzi byagaragaye mu bisubizo by’igihembwe cya kabiri ndetse n’umwaka wose uteganijwe mu 2021. Hanyuma nzohereza umuhamagaro wa Chris kugira ngo ntange ibisobanuro birambuye byerekana imikorere y’imari no kuvugurura ubuyobozi mu mwaka wose. Hanyuma, mbere yuko twinjira mubibazo nibisubizo, nzarangiza ibitekerezo byacu byateguwe.
Tangira nibintu byingenzi byaranze igihembwe cya kabiri. Muri rusange, ibicuruzwa byacu byiyongereyeho 14%. Amasoko yacu yo mu kirere no kurinda umutekano yazamutseho 11%, mu gihe kugurisha ku masoko y’ubucuruzi byiyongereyeho 21% umwaka ushize. Twinjiye mu isoko ryacu, icyogajuru cyacu cyubucuruzi, ingufu nibikorwa, hamwe no kugurisha isoko rusange ryinganda byageze kumibare ibiri ikomeza kwiyongera. Aya masoko yari mu byibasiwe cyane n’icyorezo umwaka ushize, kandi turashishikarizwa niterambere ryabo.
Reba inyungu zacu. Amafaranga yinjira mu bikorwa yiyongereyeho 24%, mu gihe inyungu y’inyungu yahinduwe yiyongereyeho amanota 120 shingiro igera kuri 15.6%. Iyi mikorere iragaragaza ubwiyongere bukabije bw’inyungu mu kirere no mu nganda n’inganda n’amato n’ingufu zishingiye ku kugurisha kwinshi n’inyungu za gahunda yacu nziza yo gukora. Twabibutsa ko iyi mikorere ikomeye iterwa no kwiyongera kwa miliyoni 5 US $ muri R&D ugereranije n’umwaka ushize mu gihe dukomeje gushora imari mu ngamba.
Dushingiye ku bisubizo byacu bikomeye, ibikorwa byahinduwe byunguka kuri buri mugabane mu gihembwe cya kabiri byari US $ 1.56, birenze gato ibyo twari twiteze. Ibi birerekana umuvuduko ukabije wumwaka-mwaka wa 22%. Nubwo amafaranga yinyungu hamwe nigipimo cyimisoro kiri hejuru gato, mubisanzwe byuzuzwa ninyungu zibikorwa byacu byo kugura imigabane.
Hindukira kumurongo wigihembwe cya kabiri. Twageze ku iterambere rya 11%, kandi muri rusange igipimo cyo gutumiza no kohereza ibicuruzwa byiyongereyeho 1,1, kubera ko ibicuruzwa muri buri gice cyacu cyamasoko atatu byarenze kugurisha rimwe. Twabibutsa ko imikorere yacu igaragaza ibicuruzwa bikomeye ku isoko ry’ubucuruzi, hamwe n’umwaka ku mwaka wiyongereyeho 50%, harimo kimwe cya kane cy’ibikorwa byateganijwe ku bicuruzwa by’ibinyabiziga by’inganda bikubiyemo amasoko yo ku mihanda no hanze. Mu masoko yacu yo mu kirere no kwirwanaho, igipimo cyo kwishyurwa ni 1.15. Ibi birimo miliyoni 130 zamadorali y’Amerika y’igihembo cy’ingabo zirwanira mu kirere n’indege za Submarine, twabitangaje mu itangazo ryashyizwe ahagaragara mbere, kandi turategereje kandi amabwiriza akomeye mu gice cya kabiri cy’umwaka.
Ibikurikira nubuyobozi bwacu bwahinduwe mumwaka wose wa 2021. Twateje imbere kugurisha, kwinjiza ibikorwa, inyungu yinyungu no kugabanya inyungu kumugabane. Ubuyobozi bwacu bwavuguruwe bugaragaza iterambere ryiterambere ryinganda zinganda, bimwe byateganijwe gushora imari R&D kugirango dushyigikire amafaranga yinjira no kuzamuka kwimisoro mumwaka. Chris azabimenyekanisha birambuye mugice gikurikira. Ariko muri byose, turashoboye kugera kubisubizo bikomeye muri 2021.
Noneho, ndashaka kohereza umuhamagaro wa Chris kugirango dusuzume neza imikorere yigihembwe cya kabiri hamwe nicyizere cyo gutera imbere muri 2021. Chris?
Urakoze, Lynn, kandi mwaramutse mwese. Nzatangirana nabashoferi bingenzi b'imikorere yigihembwe cya kabiri, kandi twongeye kugera kubisubizo bikomeye byubukungu.
Guhera mu kirere no mu nganda. Igurisha ryiyongereye ku buryo bugaragara uko umwaka utashye, ibyo bikaba byaratewe n'ubwiyongere bukabije bw’ibicuruzwa bikomoka ku nganda ku masoko yo ku mihanda no hanze y’imihanda hafi 40%. Ubwiyongere bw'igurisha ry'uru rwego kandi buterwa no gukenera cyane serivisi zita ku butaka ku isoko ry’inganda, ibyo bikaba biterwa no kuzamura iterambere mu bikorwa by’ubukungu ku isi.
Mugice cyisoko ryubucuruzi bwikirere, twongereye ibyifuzo byibicuruzwa byacu byunvikana kumurongo muto. Ariko, nkuko twari tubyiteze, ibyo byungutse ahanini byatewe no gukomeza kugenda gahoro gahoro gahoro.
Urebye imbere mu gice cya kabiri cya 2021, bitewe no kwiyongera k'umusaruro w'indege zifunganye (harimo 737 na A320), turateganya ko imikorere y'isoko izatera imbere. Mu gihe kirekire, turateganya ko indege zifite umubiri muto zisubira mu rwego rwazo rwo gukora mbere ya 2023, mu gihe indege nini nini idashobora gukira neza kugeza 2024 cyangwa 2025.
Hindukira ku nyungu z'umurenge. Amafaranga yinjira mu bikorwa yiyongereyeho 138%, mu gihe inyungu zahinduwe ziyongereyeho amanota 800 y’ibanze kugera kuri 15.7%, ibyo bikaba byerekana ko ibicuruzwa byiyongereye kandi byagarutsweho cyane mu gihembwe cya kabiri cy’umwaka ushize. Mubyongeyeho, ibisubizo byacu byerekana inyungu za gahunda yacu yo gukomeza kuba indashyikirwa mu kuzigama ivugurura uko umwaka utashye. Nubwo dukomeje kwibasirwa gato no kohereza ibicuruzwa hamwe nibikoresho bya elegitoronike bitangwa, iyi ngaruka ntabwo ari ngombwa kubisubizo byacu muri rusange.
Mu rwego rwa elegitoroniki y’ingabo, amafaranga yinjiye mu gihembwe cya kabiri yiyongereyeho 17%. Ibi biterwa nindi mikorere ikomeye yo kugura PacStar. Isosiyete yitwaye neza cyane, kandi kwishyira hamwe biracyakomeza bisanzwe. Usibye PacStar, kubera igihe gahunda zitandukanye za C5 ISR mu kurinda ikirere, kugurisha mu gihembwe cya kabiri byagabanutse ku buryo kama. Niba ubyibuka, kugurisha kama yibicuruzwa byacu byo hejuru-bicuruzwa bidahwitse byihuta mugihembwe cya mbere kuko abakiriya bamwe bafashe ingamba zo guhagarika imiyoboro yabyo kubera impungenge ziterwa no kubura ibikoresho bya elegitoroniki. Ishami rishinzwe ibisubizo ririmo ishoramari R&D ryiyongereyeho miliyoni 4 z'amadolari ya Amerika, imishinga itemewe, hamwe na miliyoni 2 z'amadolari y'Amerika mu kuvunjisha nabi. Hatariho izo ngaruka, marike yo gukora mugihembwe cya kabiri yari hafi nkimikorere ikomeye yumwaka ushize.
Mu rwego rw’amashanyarazi n’ingufu, ibikoresho byacu byo gutwara ingufu za kirimbuzi bikomeje kugera ku izamuka ry’amafaranga yinjira cyane cyane mu gushyigikira gahunda z’indege za CVN-80 na 81. Ahandi hose, mumasoko yubucuruzi nubucuruzi butunganyirizwa, ibicuruzwa byacu bya kirimbuzi byinjira muri Amerika na Kanada byariyongereye, kandi kugurisha ibicuruzwa ku isoko ryibikorwa byariyongereye. Amafaranga yagabanijwe yinjira mu gice yiyongereyeho 13%, mu gihe inyungu y’inyungu yagenwe yiyongereyeho amanota 30 y’ibanze igera kuri 17.2%, bitewe n’uko kwinjiza ibicuruzwa byiyongereye ndetse no kuzigama bivuye mu bikorwa byacu byo kuvugurura.
Muri make ibyavuye mu gihembwe cya kabiri, muri rusange, amafaranga yinjira mu bikorwa yiyongereyeho 24%, bituma inyungu yiyongera ku ngingo 120 zifatizo ku mwaka-ku-mwaka.
Hindukirira umwaka wose wuzuye 2021. Nzatangirana no kugurisha isoko ryanyuma, kandi dukomeje kwitega ko Curtiss-Wrightos igurishwa ryose ryiyongera 7% kugeza 9%, muribyo 2% kugeza 4% bizaba ubwiyongere kama. Nkuko mubibona, twerekanye impinduka zimwe mubururu kuri slide.
Duhereye ku kwirwanaho mu mazi, urwego ruyobora rwo kuyobora rwiyongereye kuva kuri 2%. Ibi biterwa no gutegereza amafaranga yinjiza make kubatwara indege CVN-81 hamwe no kugabanya igihe cyo kwinjiza amato yo mu rwego rwa Virginia. Icyerekezo cyacu muri rusange kuzamuka kwindege no kugurisha isoko biracyari 7% kugeza 9%. Twabibutsa ko ibyo bituma Curtiss-Wright yiyongera ku izamuka ry’ingabo z’ingabo zongeye kurenga ingengo y’imari shingiro ya Minisiteri y’ingabo.
Ku isoko ryubucuruzi, umuvuduko wubwiyongere muri rusange ukomeje kuba hagati ya 6% na 8%, ariko twavuguruye umuvuduko wubwiyongere bwa buri soko ryanyuma. Ubwa mbere, mubijyanye nimbaraga nibikorwa, dukomeje kubona ihinduka rikomeye mubikorwa bya MRO mubucuruzi bwacu bwa valve inganda. Ariko, kubera isubikwa ryimishinga minini minini ya peteroli na gaze kugeza 2022, twagabanije kuyobora isoko ryanyuma muri 2021. Kubwibyo, ubu turateganya ko isoko ryiyongera 1% kugeza kuri 3%. Icya kabiri, ku isoko rusange ryinganda, dushingiye kumikorere yumwaka niterambere ryiyongera mubicuruzwa byibinyabiziga byinganda, twavuguruye icyerekezo cyiterambere cyacu kugeza kuri 15% kugeza 17%. Icyo nshaka kwerekana ni uko ku munsi w'abashoramari baherutse, twavuze ko dutegereje ko isoko ry’imodoka mu nganda risubira mu rwego rwa 2019 mu 2022, kandi dufite amabwiriza akomeye yo gushyigikira uyu muhanda.
Komeza uko umwaka utashye. Nzatangirira mu kirere no mu nganda. Kwiyongera kugurisha no kunguka byerekana gukomeza gukomera kwisoko rusange ryinganda. Ubu turateganya ko kugurisha muri iki gice byiyongera 3% kugeza kuri 5%, kandi twongereye ubuyobozi bwinjiza muri iki gice miliyoni 3 z'amadolari kugirango tugaragaze ibicuruzwa byinshi. Hamwe nizi mpinduka, ubu turateganya ko igice cyibikorwa byinjira byiyongera 17% kugeza kuri 21%, mugihe inyungu zikorwa ziteganijwe kuba hagati ya 15.1% na 15.3% kumanota 180 kugeza 200, adushoboza kurenga inyungu zacu muri 2019. umwaka.
Ibikurikira, murwego rwo kwirwanaho electronics. Nubwo turacyashyira mubikorwa ubuyobozi bwabanjirije nkuko byateganijwe, ndashaka kwerekana bimwe mubintu byimuka kuva ivugurura ryanyuma. Mbere ya byose, dushingiye ku gukurikirana ikoranabuhanga, ubu turateganya gushora imari y’inyongera ingana na miliyoni 2 z’amadolari y’Amerika muri R&D, hamwe na miliyoni 8 z’amadolari y’Amerika ku mwaka ku mwaka kugira ngo tuzamure iterambere ry’ejo hazaza.
Icya kabiri, kubijyanye n’ivunjisha, twabonye igabanuka ry’idolari ry’Amerika mu gihembwe cya kabiri, bizatera impinduka nke ku nyungu zikorwa buri mwaka z’amasosiyete akorera muri Kanada no mu Bwongereza. Byongeye kandi, mu mezi make ashize, urwego rutanga isoko rwabonye ingaruka zoroheje, cyane cyane zijyanye no gutanga ibicuruzwa bito bya elegitoroniki, kandi turateganya ko izo ngaruka zizakomeza nibura mu gihembwe cya gatatu. Nubwo iki aricyo kintu cyo kwitegereza, cyane cyane ingaruka kumwanya winjiza, turacyafite ubuyobozi bwumwaka wose.
Ibikurikira, mu ngabo zirwanira mu mazi n’ingufu, ubuyobozi bwacu ntibuhinduka, kandi dukomeje gutegereza ko inyungu zunguka kugirango izamuka ry’ibicuruzwa ryiyongere ryiyongere ku manota 20 kugeza kuri 30.
Kubwibyo, muri make uko tubona umwaka wose, turateganya ko amafaranga yimikorere yahinduwe azamuka 9% kugeza 12% muri 2021 naho ibicuruzwa byose biziyongera 7% kugeza 9%. Biteganijwe ko inyungu y'ibikorwa iziyongera ku manota 40 kugeza kuri 50 kugeza kuri 16.7% kugeza kuri 16.8%, byerekana inyungu zikomeye n’inyungu zo kuvugurura no gukomeza ibikorwa by’isosiyete ikora neza mu mwaka ushize. Dukomeje uko ubukungu bwacu bwifashe mu 2021, twongeye kongera umwaka wose twahinduye amafaranga yagabanijwe ku nyungu zagabanijwe kuri buri mugabane uyobora amadolari ya Amerika 7.15 kugeza kuri US $ 7.35, ibyo bikaba byerekana ko 9% kugeza 12% byiyongera kandi bihuye n’iterambere ryinjira mu bikorwa. Nyamuneka menya ko ubuyobozi bwacu burimo n'ingaruka zishoramari ryinshi R&D nigipimo cyimisoro kiri hejuru. Dukurikije impinduka ziherutse kuba mu itegeko ry’imisoro mu Bwongereza no kugabanya umubare w’imigabane yacu iterwa n’ibikorwa byo kugura imigabane, ubu igipimo cy’imisoro ni 24%. Mu mezi atandatu ashize ya 2021, turateganya ko inyungu zagabanijwe kuri buri mugabane mugihembwe cya gatatu zizaba kimwe nigihembwe cya gatatu cyumwaka ushize, kandi igihembwe cya kane kizaba igihembwe gikomeye muri uyu mwaka.
Tuvuze uko umwaka utashye tubona amafaranga yubusa, twinjije miliyoni 31 z'amadolari kugeza uyu mwaka. Nkuko twabibonye mu mateka, ubusanzwe twinjiza hafi 90% cyangwa arenga yubusa bwamafaranga mugice cya kabiri cyumwaka, kandi turacyategerejwe kugera ku buyobozi bwumwaka wose wa miliyoni 330 US $ kugeza kuri miliyoni 360 US $.
Urakoze, Chris. Ndashaka kuganira kuri bimwe mubitekerezo no kwitegereza kuva umunsi uheruka gushora imari muri Gicurasi muminota mike iri imbere. Nzatangirana na Perezidaos FY22 gusaba ingengo yimari yingengo yimari, yatanzwe nyuma yigihe cyibirori byabashoramari. Iyi verisiyo yerekana ubwiyongere bwa 2% hejuru yingengo yimari yatanzwe mu mwaka w’ingengo yimari ya 21, kandi birahuye neza nibyo duteganya na gahunda. Ingengo y’imari yerekana ko Leta zunzubumwe z’amerika zikomeye z’amato zikomeje kubona inkunga ikomeye, harimo CVN-80 na 81 zitwara indege hamwe n’amazi yo mu rwego rwa Columbia na Virginie. Twizera ko inkunga y'impande zombi ejo hazaza h'ingabo zirwanira mu mazi ziduha umusingi ukomeye twavamo dushobora kongera amafaranga ava mu mato ya kirimbuzi n'ubutaka. Niba bongeyeho ubwato bwa gatatu bwa Virginie cyangwa indi DDG isenya, turacyafite ubushobozi bwo kuzamuka.
Turategereje kandi gukomeza gushyigikirwa inkunga muri Minisiteri y’Ingabo zashyize imbere ingamba z’ibanze, harimo imiyoboro, ibanga, imodoka zitagira abashoferi ndetse n’imodoka zitwara ibinyabiziga, ibyo byose bikaba byagaragaye mu gusohora ingengo y’imari. Ibi bitanga inkunga yo gushyigikira ibikoresho bya elegitoroniki muri utwo turere twose.
Ahandi hantu hagaragara ni kuvugurura igisirikare. N’ubwo ingengo y’imari yagabanijwe muri rusange, mu ngengo y’imari ya serivisi isaba FY22, amafaranga yakoreshejwe mu kuzamura urusobe rw’intambara yiyongereyeho 25% agera kuri miliyari 2.7 z'amadolari, akaba ari yo yiyongera cyane mu bikorwa byo kuvugurura ingabo. Byongeye kandi, biratanga ikizere cyinshi mu cyemezo twafashe cyo kugura PacStar, kuko bari mu mwanya wambere wo kwifashisha ivugururwa ry’ingabo zirwanira ku butaka.
Kuva icyo gihe, twabonye ibimenyetso byinshi kandi byiringiro mugihe ingengo yimari yatoye Kongere kugirango ibiciro bizamuke. Komite ishinzwe ibikorwa bya gisirikare muri Sena iherutse gutora yemeza ko hiyongereyeho miliyari 25 z'amadolari y’ingengo y’imari y’ingengo y’imari ya Pentagonos y’umwaka wa 22, ibyo bikaba byiyongereyeho 3% ugereranije na perezida wa mbere wasabye ndetse no kwiyongera muri rusange 5% mu mwaka w’ingengo y’imari. Nubwo atari ibisubizo byanyuma, byongeye kuduha icyizere mubitekerezo byiterambere byigihe kirekire byisoko ryingabo zacu zose.
Ibikurikira, ndashaka kwerekana zimwe mu ngingo zingenzi z'umunsi w'abashoramari baherutse kandi ndashimira abantu bose bitabiriye. Guhindura ingamba zo gukura byiganjemo kwibanda ku kwihutisha kwinjiza. Turateganya ko ibi bizagerwaho hifashishijwe izamuka ry’ibicuruzwa n’ibinyabuzima kandi ibyo dutegereje kwinjiza amafaranga bizagenda byihuta kuruta kugurisha, bivuze gukomeza kwagura inyungu ziva mu bikorwa. Byongeye kandi, intego yacu ni ukugera byibuze ku mibare ibiri yunguka kuri buri mugabane mugihe cyimyaka itatu irangira 2023 no gukomeza kubyara amafaranga yubusa. Dushingiye ku bitekerezo byacu bishya birebire byerekanwa, turateganya byibuze kugurisha ibicuruzwa kama muri buri soko ryanyuma kugirango tugere ku iterambere rito-rimwe. Dufite icyizere cyo kugera ku gipimo cya 5% cy’ubwiyongere bw’umwaka cyo kugurisha shingiro mu mpera za 2023, harimo na PacStar.
Usibye iri terambere ryateganijwe, twibanze kandi ku kongera ubushobozi bwacu bwo gukura ku masoko yanyuma yanyuma dushingiye ku ruhare rwacu mu ishoramari ryiyongera ryiyongera mubushakashatsi niterambere ndetse ninyungu zurubuga rwacu rushya rwo gukura. Turimo gushora imari mubucuruzi bwacu kurwego rwo hejuru mumateka ya vuba ya Curtiss-Wright. Nkuko mubizi, kariya gace nkunda cyane. Nkuko mubibona mubuyobozi bwacu bugezweho, twongereye ishoramari R&D muri 2021 nandi miliyoni 2 US $, kandi amafaranga yose yakoreshejwe yiyongereyeho miliyoni 12 US $ umwaka ushize. Ishoramari rigamije ikoranabuhanga ryingenzi hamwe niterambere ryihuta cyane mumasoko yacu ya nyuma, nka MOSA mubucuruzi bwacu bwa elegitoroniki.
Byongeye kandi, itangizwa ryiterambere rishya ryiterambere ritanga icyerekezo kinini cyubuyobozi, kwitabwaho nimbaraga zo gutwara ibintu byose byingenzi mukuzamuka, kuva kubyutsa imbaraga nubufatanye kugeza gutanga amahirwe mashya kubucuruzi bwiza no kugena ibiciro. Kubwibyo, tuzagira amahirwe yo guhora tugabanya ibiciro, bishobora gutanga amafaranga kugirango yishyure igihe gito cyo kugura, kugenerwa ishoramari R&D cyangwa biganisha ku kwagura inyungu. Ibi bizaba bigamije kandi ibyemezo byishoramari bizwi.
Byongeye kandi, ndatekereza ko ari ngombwa kwerekana ko tuzakomeza gutwara inzira zacu n’ubwitange mu bikorwa by’indashyikirwa mu rwego rumwe rw’imihigo ndetse n’ubwitange bukomeye iyi kipe yerekanye kuva mu 2013. Hanyuma, ndashaka kongera kwerekana intego yacu byibuze iterambere rya EPS ryiyongera ryikigereranyo cya 10% mugihe cyimyaka itatu, gishobora kuba gikubiyemo ibikorwa byo kugura imigabane buri mwaka birenze urwego rwibanze rwa miliyoni 50 $ kumwaka. Turakomeza kwiyemeza gutanga neza igishoro kugirango tuzane inyungu ndende ndende kubanyamigabane. Kubwibyo, gukwirakwiza buri mwaka kugura ibicuruzwa bizaba bitandukanye, bitewe nubunini nigihe cyo kugura ejo hazaza tuzana Curtiss-Wright.
Hanyuma, nkuko ubuyobozi bwita cyane kubihuza no kugura hamwe numuyoboro wuzuye wamahirwe, ndumva nizeye cyane ko tuzagira amahirwe yo kurenga 5% kandi tukegera intego yo kugurisha 10% kuko twabonye ingamba zingenzi zo gutangiza Curtiss- Wright.
Muri rusange, turashoboye kugera kubikorwa bikomeye uyu mwaka. Turateganya ko kugurisha bizagera ku kigero cyo hejuru cy’imibare cyiyongera muri uyu mwaka, kandi amafaranga yinjira n’inyungu yagabanijwe kuri buri mugabane aziyongera 9% kugeza 12%. Ubuyobozi bwa 2021 bukoresha ubu ni 16.7% kugeza 16.8%, harimo ishoramari ryiyongera mubushakashatsi niterambere. Turacyategerejweho gukomeza kwagura inyungu kugera kuri 17% muri 2022. Guhindura amafaranga kwacu ku buntu bikomeje gukomera, kandi dukomeje gukomeza ingamba zifatika kandi zuzuye zo kugabura imari kugira ngo dushyigikire amafaranga yinjira n’inyungu, mu gihe twemeza ko turi gushora imari yacu kugirango tugaruke neza kugirango utware igihe kirekire cyimigabane.
Murakoze. [Amabwiriza ya Operator] Ikibazo cyacu cya mbere kiva kumurongo wibicuruzwa bya Nathan Jones na Stifel.
Ndashaka kubanza kuvuga kubitekerezo byawe kubiciro byabakiriya bashobora kubara mugihembwe cya mbere, bishobora gutuma igabanuka ryigihembwe cya kabiri. Mubisanzwe uzabona ibihe byiyongera mugice cya kabiri cyumwaka. Uracyategereje kubona imikurire yigihe? Nigute ubona ibarura ryabakiriya no kubara imiyoboro? Uratekereza ko bakiri imbere aho basanzwe bari, batonze umurongo, kandi inyuma? Urashobora kuduha ibara iryo ariryo ryose?
Birumvikana. Nzabona iyo. Ndashaka kuvuga, mu gihembwe cya mbere, tugomba kuba twabonye abakiriya ba defence bihutisha ibyo batumije, bagerageza kujya mbere yo kubura ibikoresho bya elegitoroniki. Iyo ubonye rero ibihingwa ngengabukungu twakuze hafi miliyoni 8 z'amadolari ku mwaka-ku mwaka mu gihembwe cya kabiri, mu byukuri ni umurimo wihuse mu gihembwe cya mbere. Ndashaka kuvuga, dukomeje guhura nubukererwe buto mubice bya elegitoroniki. Kubwibyo, urebye uko ibigo byinshi byahuye numwaka ushize hamwe niterambere rikabije ibigo byinshi bifite amahirwe yo guhangana nuyu mwaka, isoko rirakora cyane. Ariko bigira ingaruka cyane cyane kumwanya winjiza ishami ryacu rishinzwe ibikoresho bya elegitoroniki, amafaranga yindege yindege, nibicuruzwa C5 ISR bifite inyungu nyinshi.
Noneho, iyo urebye igice cya kabiri cyumwaka, turateganya igitutu runaka ukurikije igihe ibyo bice byakiriwe, kandi ibyinshi mubitutu bizashyirwa mugihembwe cya gatatu. Ariko nkuko wabibonye mumateka, biva mubucuruzi bwa electronics defence, mubisanzwe dufite ahantu hanini cyane mugihembwe cya kane, kandi turateganya ko ibi bizongera kubaho muri uyumwaka. Kubwibyo, ubu turimo gukora cyane kugirango dukemure ibyo bibazo kandi twumve ko dukora akazi keza mugutsinda izo mikazo.
Noneho, ndashaka gusubira muri Lynnos ikunzwe, ubushakashatsi niterambere. Wongereye ubushakashatsi nubushakashatsi bwiterambere mugihembwe cya kabiri kandi uzamura intego yawe yumwaka wose. Urashobora kuvuga amahirwe yawe ahari? Uratekereza ko mugihe tugenda dutera imbere, nihehe mahirwe yo gukomeza kongera ishoramari R&D, twakagombye gutekereza gutuza kururu rwego kurushaho? Urashobora kuduha ubuyobozi?
Urakoze cyane kubufasha bwawe. Nkuko wabivuze, aka ni agace nkunda kuvuga. Kubwibyo rero, twakoze R&D yinyongera mumatsinda yacu ya elegitoroniki yo kwirwanaho, kuko dukomeje kubona amahirwe meza cyane yo kwagura umurongo wibicuruzwa byacu, haba hafi ya gahunda ya MOSA yo kwagura umurongo wibicuruzwa byacu kuko bikomeje kwiyegereza abantu. abakiriya benshi mubikorwa byokwirwanaho, hamwe na tekinoroji yihariye yerekeye gushishoza no guhakana GPS, imiyoboro, ndetse nukuri gushora imari-itsinda ryacu rya PacStar rigezweho kurugamba.
Kubwibyo, amahirwe azakomeza kwiyongera gusa. Turi mubihe byiza ubungubu, kandi rwose twumva ko ubu ari igihe cyiza cyo gushora imari. Ahandi hantu natwe turimo kongera ishoramari ni A&I, mubyukuri iri hafi yo gukwirakwiza amashanyarazi na elegitoroniki, interineti yibintu, ibinyabiziga byamashanyarazi, ibinyabiziga bivangavanze hamwe no kuzamurwa muri uru rwego. Twese twihagararaho nk'umuyobozi-uru rwego Umuyobozi w'ikoranabuhanga nihitamo ryambere ryimodoka nyinshi zikomeye. Turemeza neza ko dusobanukiwe neza ninde ukora ibinyabiziga muriki gice, kandi tugakorana nabo, akenshi duhindura ibintu bitandukanye byibicuruzwa kugirango bihuze neza nibinyabiziga byabo. Ibi biradusaba gushora imari, kandi twibwira ko aribwo buryo bwiza.
Na none, I-dukunze kubazwa niba twibwira ko R&D izongera kwiyongera mumyaka 22. Ntabwo watanze ubuyobozi bwihariye. Kandi ndatekereza ko ari ngombwa kumvisha abantu ko rwose twiga uburyo dutanga igishoro kandi niba R&D ariryo shoramari ryiza, izindi shoramari cyangwa igihe cyo gusubira mu nyungu. Tuzafata ibyemezo byuzuye muriki gice dushingiye kumahirwe yatubanjirije. Ariko ntidutinya gukoresha R&D kugirango tumenye iterambere rirambye, kandi tubona amahirwe dushobora kubona azatanga inyungu mumyaka mike iri imbere. Tuvugishije ukuri, ishoramari R&D dukora rizabyara inyungu gusa mumwaka umwe, umwaka utaha, ndetse rimwe na rimwe nyuma yimyaka itatu cyangwa ine. Na none rero, ntugomba kuringaniza ibyagarutsweho gusa, ahubwo ugomba no kumenya neza ko utwara [ibibazo bya tekiniki] hafi yigihe gito, hafi yigihe gito, nigihe kirekire. Kubwibyo, ibi nibicuruzwa byerekana uburyo tubona muri rusange ishoramari mumuryango wose no gushora imari nziza muburyo bwiza bwo kunoza inzira zacu.
Birashoboka, Lynn, wavuze kubyerekeye imiyoboro yo kugura iriho ubu iruzuye, birashoboka ko ufite icyizere cyo kugera kumupaka wo hejuru wintego zawe zo kugurisha. Urashobora kongera kuganira no kuvuga ibiranga ibiranga, ingano, igipimo, ibiciro, nibindi byose biranga ushaka gukungahaza, kandi utekereza ko uzafunga mbere yuko birangira? Ibikoresho byo muri uwo mwaka?
rwose. Kubwibyo, ndatekereza ko, mvugishije ukuri, gutegereza impinduka kumategeko agenga imisoro mumyaka 22 byongereye abantu gushishikarira gutekereza kubwira PE nibigo byigenga kugerageza kurangiza ibikorwa byuyu mwaka. Kubwibyo, kubintu byinshi bikora byubakwa, imbaraga zo gutwara uyumwaka nugushikira amasezerano. Noneho, niba koko dukora amasezerano bizaterwa numutungo urimo gukora mugihe dukora umwete ukwiye. Kandi-ariko na none, ntituzagera ku masezerano nkuko dusanzwe tubivuga. Niba ntabisubiyemo, uzumirwa, ntabwo tuzahanahana ibicuruzwa. Igomba kuba ingamba nziza hamwe nubukungu. Ariko hariho intego mururwo rwego. Ndashaka kuvuga ko umutungo cyane tubona ubu ari isoko ryingabo zacu. Iki nigice kinini cyumuyoboro. Ntabwo aribyo gusa, ariko birasa nkaho aribwo buryo bukora muri iki gihe, ni agace kambere kuri twe. Rero, ibi bikora neza. Ndashaka kuvuga, ntabwo tuvuga ko tuzagura imitungo itimukanwa gusa muruganda. Ariko aka ni agace, cyane cyane ko tubona kuzuzanya kubicuruzwa byacu byubu, kandi turashobora kuzana ikintu cyongewe kubakiriya bacu ubu, cyaba umwe mubantu bashoboza urubuga cyangwa kubaka sisitemu ya elegitoroniki. Rero, ibi ni byinshi cyane.
Icyo nshaka kuvuga nuko igiciro gihuye nibyo twabonye mumateka. Ntabwo-Ndashaka kuvuga, Nzi ko hari ibiganiro bimwe, kandi hariho ingero zihenze-ibyinshi birakabije. Ndibwira ko dushakisha ibicuruzwa byiza bifite ubwinshi bwumvikana kandi bukora ingamba nziza zijyanye na Curtiss-Wright. Kubwibyo, iki nikintu ubuyobozi bwacu buhangayikishijwe cyane, inzira nyinshi. Ubu dufite imitungo myinshi ikora, kandi turimo kwiga ingamba twibwira ko zibereye Curtiss-Wright.
Kubwibyo, ntekereza ko dufite amahirwe yumvikana yo kongera ikintu kuri portfolio yacu mumwaka. Turabona ko imitungo iri murwego rwo kwinjiza ubwoko bwa PacStar izashyirwa kurutonde vuba. Kubwibyo, mubyukuri numuyoboro muzima cyane ubu.
Igihe cyo kohereza: Ugushyingo-05-2021
