Spirit Aerosystems Holdings, INC

Market Movers (8-K)

Boeing has completed its acquisition of Spirit AeroSystems, integrating its commercial and aftermarket operations while divesting certain businesses and restructuring debt.
Spirit AeroSystems announced the dismissal of a stockholder class action lawsuit but faces a $600,000 attorney fee application, which it intends to vigorously oppose.
Delay expected
Better than expected
Spirit AeroSystems reported a net loss of $724 million in Q3 2025, significantly wider than the prior year, and disclosed substantial doubt about its ability to continue as a going concern.
Worse than expected
Capital raise
Delay expected
Spirit AeroSystems has entered a definitive agreement to sell its Subang, Malaysia facility and business to Composites Technology Research Malaysia Sdn Bhd for $95.2 million in cash, subject to adjustments.
Delay expected
Spirit AeroSystems reported increased operating and net losses in the second quarter of 2025, driven by business dispositions and forward losses, despite higher revenues and improved cash flow, as it progresses towards its acquisition by Boeing.
Worse than expected
Capital raise
Delay expected
Spirit AeroSystems has entered into a third amended and restated memorandum of agreement with Airbus S.A.S., securing an additional $94 million in financial support, bringing the total support package to $152 million, alongside other significant financial assistance, to stabilize production ahead of Airbus's acquisition of Spirit's Airbus programs.
Capital raise

Quarterly Earnings (10-Q)

Spirit AeroSystems reported a significantly wider net loss in Q3 2025, driven by increased forward loss charges and operational challenges, while progressing with its merger with Boeing and divestiture of Airbus-related businesses.
Worse than expected
Capital raise
Delay expected
Spirit AeroSystems reported widening net losses and expressed substantial doubt about its ability to continue as a going concern, despite strategic merger and divestiture efforts.
Delay expected
Worse than expected
Capital raise
Spirit AeroSystems announces a significant net loss for Q1 2025, grappling with production challenges and strategic shifts amid ongoing merger discussions with Boeing and a new agreement with Airbus.
Delay expected
Worse than expected
Capital raise
Spirit AeroSystems reported a significant net loss for Q3 2024, impacted by production issues, supply chain costs, and ongoing merger activities with Boeing.
Worse than expected
Delay expected
Capital raise
Spirit AeroSystems reports a substantial net loss of $1.03 billion for the first half of 2024, impacted by production issues and ongoing negotiations with Boeing.
Worse than expected
Delay expected
Capital raise
Spirit AeroSystems reported a substantial net loss of $616.7 million for the first quarter of 2024, primarily due to unfavorable changes in estimates, production disruptions, and strategic pricing discussions.
Worse than expected
Delay expected
Capital raise

Annual Reports (10-K)

Spirit AeroSystems reports a substantial net loss of $2.14 billion for 2024, highlighting financial challenges amidst a proposed acquisition by Boeing.
Delay expected
Capital raise
Worse than expected
Spirit AeroSystems' 2023 financial results reflect challenges from production issues, supply chain disruptions, and labor negotiations, despite increased revenues from higher B737 MAX production.
Delay expected
Worse than expected

Insider Trading (Form 4)

A Spirit AeroSystems director's restricted stock units will convert into Boeing common stock on December 8, 2025, following a merger agreement.
Spirit AeroSystems director Jane Chappell converted her Class A Common Stock and restricted shares into Boeing common stock as part of the merger agreement.
A Spirit AeroSystems executive converted their Class A Common Stock and Restricted Stock Units into Boeing common stock and RSUs following the merger.
Spirit AeroSystems SVP Sean Black's equity converted to Boeing shares and RSUs following the December 8, 2025 merger.
Spirit AeroSystems VP Keith Schrader's equity holdings converted to Boeing shares and RSUs following the merger agreement.
Scott McLarty, SVP at Spirit AeroSystems, converted his Class A Common Stock and Restricted Stock Units into Boeing common stock and RSUs following the merger agreement.

Proxy Statements (Def-14A)

Spirit AeroSystems will hold its 2025 Annual Meeting virtually on May 23, 2025, while also addressing the pending merger with Boeing, which stockholders approved on January 31, 2025.
Spirit AeroSystems stockholders will vote on a proposed merger agreement with Boeing, where Spirit would become a wholly-owned subsidiary of Boeing in an all-stock transaction.
Spirit AeroSystems Holdings, Inc. will hold its annual stockholder meeting virtually on April 24, 2024, to vote on director elections, executive compensation, and other proposals.
Spirit AeroSystems' proxy statement highlights leadership transitions, a Memorandum of Agreement with Boeing, and efforts to strengthen the balance sheet while addressing quality concerns.
Worse than expected
Capital raise

Schedule 13G - Passive Investments

FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a passive beneficial ownership of 18,102.19 shares, representing 0.0% of Spirit AeroSystems Holdings Inc.'s Class A Common Stock as of December 31, 2025.
Balyasny Asset Management and its affiliates report a 5.54% beneficial ownership stake in Spirit AeroSystems Holdings, Inc.
Hill City Capital Master Fund LP and affiliates report a 3.37% beneficial ownership stake in Spirit AeroSystems Holdings, Inc.
Balyasny Asset Management reports a 5.54% ownership stake in Spirit AeroSystems Holdings, Inc. as of June 30, 2025.
FMR LLC and its Chief Executive Officer, Abigail P. Johnson, have jointly filed an amendment to their Schedule 13G, disclosing a passive beneficial ownership of 10.6% of Spirit AeroSystems Holdings Inc.'s Class A Common Stock as of April 30, 2025.
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G (Amendment No. 3), reporting a beneficial ownership of 9.7% of Class A Common Stock in Spirit AeroSystems Holdings Inc. as of March 31, 2025.