Spirit Aero CEO Says Starting To Ramp Up To 42 737 Fuselages/Month In August, But Won't Recover Lost Manufacturing Days From Strike; Continue To See Examples Of Distressed Suppliers
Portfolio Pulse from Happy Mohamed
Spirit Aero's CEO announced that the company is starting to ramp up to 42 737 fuselages per month in August. However, the company won't recover lost manufacturing days from a previous strike. The CEO also mentioned that they continue to see examples of distressed suppliers.
August 04, 2023 | 11:33 am
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NEGATIVE IMPACT
Boeing, as a major customer of Spirit Aero, could potentially face supply chain disruptions due to Spirit Aero's distressed suppliers.
As a major customer of Spirit Aero, Boeing could potentially face disruptions in its supply chain due to the issues with Spirit Aero's suppliers. This could impact Boeing's production schedules and financial performance.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Spirit Aero's production ramp-up could boost revenues, but the inability to recover lost manufacturing days and distressed suppliers could pose challenges.
The increase in production could lead to higher revenues for Spirit Aero. However, the lost manufacturing days due to the strike and the ongoing issues with distressed suppliers could negatively impact the company's operations and financial performance.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100