The ongoing price negotiations between Spirit AeroSystems and Airbus (EADSY) are a critical factor for Airbus's cost structure and profit margins. While the direct short-term impact on EADSY's stock might be limited, the outcome of these negotiations could have longer-term implications for Airbus's financial health and competitiveness. Investors in EADSY should monitor these negotiations closely, as favorable terms could enhance Airbus's profitability, whereas less favorable terms could increase costs and pressure margins.

The lack of guidance from Spirit AeroSystems (SPR) introduces uncertainty for investors, particularly regarding the company's future revenue and growth prospects. This uncertainty is primarily due to the pending FAA approval for 737 Max production rate increases and ongoing price negotiations with Airbus, both of which are crucial for SPR's operations and financial performance. Such uncertainties can lead to short-term volatility in SPR's stock price as investors may adopt a cautious stance until more clarity is provided.