The agreement for recurring shipset price reductions on the 737 program between Boeing and Spirit AeroSystems could lead to significant cost savings for Boeing. This could potentially increase their profit margins, making the company more attractive to investors and potentially driving up the stock price.

While the agreement for recurring shipset price reductions on the 737 program between Spirit AeroSystems and Boeing could lead to a decrease in revenue for Spirit AeroSystems, it could also result in a more stable long-term partnership with Boeing. This could potentially make the company more attractive to investors, balancing out any potential negative impact on the stock price.