\n<\/p>\n
D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketleri, temmuz ay\u0131nda borsada yat\u0131r\u0131mc\u0131lar\u0131n\u0131n beklentisini tam olarak kar\u015f\u0131layamad\u0131.<\/p>\n
D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketlerinin hisseleri ge\u00e7en ay borsalarda dalgal\u0131 bir seyir izledi.<\/p>\n
Kovid-19 salg\u0131n\u0131ndan sonra ekonomilerin normal seyrine d\u00f6nmesiyle havac\u0131l\u0131k sekt\u00f6r\u00fc olumlu etkilenirken savunma ve havac\u0131l\u0131k \u015firketleri maliyet ve tedarik zincirine ili\u015fkin s\u0131k\u0131nt\u0131lardan kurtulamad\u0131.<\/p>\n
D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketleri, temmuz ay\u0131nda borsalar\u0131nda da yat\u0131r\u0131mc\u0131s\u0131n\u0131n beklentilerine tam olarak kar\u015f\u0131l\u0131k veremedi.<\/p>\n
Ge\u00e7en ay yat\u0131r\u0131mc\u0131s\u0131na \u0130talyan Leonardo y\u00fczde 18,4, Frans\u0131z Airbus y\u00fczde 1,2, ABD’li \u015firketler General Dynamics y\u00fczde 3,9, Boeing y\u00fczde 13,1, \u0130ngiliz BAE Systems y\u00fczde 0,5 kazand\u0131r\u0131rken, Frans\u0131z Thales y\u00fczde 0,9, ABD merkezli \u015firketler L3 Harris Technologies y\u00fczde 3,2, Northrop Grumman y\u00fczde 2,4, RTX Corp y\u00fczde 10,2 kaybettirdi.<\/p>\n
Savunma ve havac\u0131l\u0131k \u015firketlerinin hisseleri ge\u00e7en ay al\u0131nan sipari\u015fler ve iyi gelen bilan\u00e7olar\u0131n etkisiyle y\u00fckseldi.<\/p>\n
General Dynamics i\u015f jetlerine ve askeri te\u00e7hizata talebin diren\u00e7li kalmas\u0131 nedeniyle ge\u00e7en ay y\u0131ll\u0131k gelir tahminini y\u00fckseltti. Pegasus Hava Yollar\u0131, ge\u00e7en ay 2012 tarihli Airbus sipari\u015fi kapsam\u0131nda mevcut u\u00e7ak sipari\u015flerine ek olarak 36 yeni A321neo model u\u00e7ak sipari\u015fi i\u00e7in anla\u015fma imzalad\u0131.<\/p>\n
Birle\u015fik Krall\u0131k Savunma Bakanl\u0131\u011f\u0131 ile BAE Systems aras\u0131nda 155 mm top mermisi ve m\u00fchimmat tedarik etmek i\u00e7in anla\u015fma sa\u011fland\u0131. BAE Systems bu anla\u015fmadan 361 milyon dolar de\u011ferinde sipari\u015f ald\u0131.<\/p>\n
Yat\u0131r\u0131mc\u0131s\u0131na kaybettiren L3 Harris Technologies’nin ise kazan\u00e7lar\u0131 d\u00fc\u015ft\u00fc. Analistler, \u015firketin maliyetlerini azaltamad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Northrop Grumman ise ABD Hava Kuvvetleri’nin Yeni Nesil Hava Hakimiyeti (NGAD) program\u0131nda ana y\u00fcklenici olmamaya karar verdi.<\/p>\n
Maliyetler ve tedarik zincirine ili\u015fkin ya\u015fanan s\u0131k\u0131nt\u0131lar RTX Corp’un da hisse performans\u0131n\u0131 olumsuz etkiledi.<\/p>\n
D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketleri y\u0131l sonuna g\u00f6re performanslar\u0131nda da yat\u0131r\u0131mc\u0131s\u0131na kendilerinden beklenen performans\u0131 sunamad\u0131.<\/p>\n
Y\u0131l sonuna g\u00f6re hisse senedi piyasalar\u0131nda Leonardo y\u00fczde 52,7, Airbus y\u00fczde 20,7, BAE Systems y\u00fczde 8,8, Thales y\u00fczde 14, Boeing y\u00fczde 25,4 kazand\u0131rd\u0131.<\/p>\n
Bu d\u00f6nemde, L3 Harris Technologies y\u00fczde 9, General Dynamics y\u00fczde 9,9, Northrop Grumman y\u00fczde 18,4, RTX Corp y\u00fczde 12,9 kaybettirdi.<\/p>\n
\u0130talya Hava Kuvvetleri, Leonardo ile beraber Sardinya adas\u0131ndaki Decimomannu \u00dcss\u00fc’nde son teknolojiye uygun altyap\u0131y\u0131 faaliyete ge\u00e7irmi\u015fti. Leonardo ve Alman teknoloji \u015firketi Siemens’in enerji, petrol ve gaz ve imalat sekt\u00f6rlerinde altyap\u0131 i\u00e7in siber g\u00fcvenlik \u00e7\u00f6z\u00fcmleri sunmaya y\u00f6nelik i\u015f birli\u011fi yapaca\u011f\u0131 a\u00e7\u0131klanm\u0131\u015ft\u0131.<\/p>\n
Azerbaycan, Leonardo’nun C-27J nakliye u\u00e7a\u011f\u0131n\u0131 sat\u0131n almak i\u00e7in imza atarak u\u00e7a\u011f\u0131 sat\u0131n alan 17. \u00fclke oldu.<\/p>\n
Hindistan merkezli hava yolu \u015firketi IndiGo, Paris Air Show Havac\u0131l\u0131k Fuar\u0131\u2019nda, Avrupa merkezli \u00e7ok uluslu havac\u0131l\u0131k \u015firketi Airbus\u2019la 500 yolcu u\u00e7a\u011f\u0131 sat\u0131n almak i\u00e7in anla\u015fm\u0131\u015ft\u0131.<\/p>\n
Avrupa Birli\u011fi (AB), \u00e7o\u011funlu\u011fu Almanya olmak \u00fczere 14 \u00fcye \u00fclkede 56 \u015firketin ortak mikroelektronik ve ileti\u015fim projelerine toplam 8,1 milyar avro kamu deste\u011fi verilmesini onaylad\u0131.<\/p>\n
Bu \u015firketler aras\u0131nda Airbus da yer al\u0131yor. Hollanda Savunma Bakanl\u0131\u011f\u0131, Hava Kuvvetleri b\u00fcnyesinde \u00f6zel operasyonlarda kullan\u0131lmak \u00fczere Airbus yap\u0131m\u0131 H225M Caracal model helikopterlerden 14 tane sipari\u015f ettiklerini a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n
ABD Havac\u0131l\u0131k ve Uzay Ajans\u0131 (NASA) ve ABD merkezli u\u00e7ak \u00fcreticisi Boeing’in ortakla\u015fa y\u00fcr\u00fctt\u00fc\u011f\u00fc u\u00e7ak projesi, ABD Hava Kuvvetleri (USAF) taraf\u0131ndan deneysel u\u00e7aklara verilen “X-Plane” stat\u00fcs\u00fcn\u00fc kazanarak “X-66A” ismini ald\u0131.<\/p>\n
Suudi Arabistan, ABD’li u\u00e7ak \u00fcreticisi Boeing’den 37 milyar dolarl\u0131k sipari\u015fle 121 u\u00e7ak sat\u0131n alaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
Pekin y\u00f6netimi de RTX Corp Y\u00f6netim Kurulu Ba\u015fkan\u0131 ve \u00dcst Y\u00f6neticisi Greg Hayes’e yapt\u0131r\u0131m karar\u0131 al\u0131nd\u0131\u011f\u0131n\u0131 duyurmu\u015ftu.<\/p>\n