Basket cover image
16 handpicked stocks

Aerospace Consolidation: Boeing's Spirit Acquisition

The UK's approval of Boeing's acquisition of Spirit AeroSystems marks a major consolidation in the aerospace sector. This deal is set to create ripple effects, presenting new opportunities for other specialized suppliers in the aviation industry.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+6

Author avatar

Han Tan | Market Analyst

Updated today | Published at August 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

BA

Boeing Company, The

BA

Current price

$231.54

Boeing is the primary acquirer in this consolidation, gaining greater control over its supply chain through the Spirit AeroSystems acquisition.

SPR

Spirit AeroSystems Holdings, Inc.

SPR

Current price

$40.65

Spirit AeroSystems is the key supplier being acquired by Boeing in this multi-billion dollar aerospace consolidation deal.

NOC

Northrop Grumman Corporation

NOC

Current price

$580.80

Northrop Grumman stands to benefit from potential new contract opportunities as aerospace supply chains are reconfigured.

About This Group of Stocks

1

Our Expert Thinking

Boeing's acquisition of Spirit AeroSystems represents a major shift towards vertical integration in aerospace manufacturing. This strategic move aims to tighten supply chain control and address quality concerns, whilst creating ripple effects throughout the industry that could benefit other specialized suppliers and contractors.

2

What You Need to Know

This group includes companies across various tiers of the aerospace and defence industry, from the principal firms involved in the merger to major contractors and specialized component suppliers. The consolidation is reshaping global aviation supply chains, creating new partnership opportunities and contract possibilities.

3

Why These Stocks

These companies have been handpicked by professional analysts as key players positioned to be directly or indirectly affected by this aerospace consolidation. They represent potential beneficiaries of supply chain reconfiguration and new business opportunities emerging from this industry-specific corporate action.

Group Performance Snapshot

11 of 16

Stocks Rated Buy by Analysts

11 of 16 assets in this group are rated Buy by professional analysts.

3.3%

Group Growth

This group averaged a 3.3% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

Industry Transformation Underway

Boeing's acquisition of Spirit AeroSystems is reshaping the entire aerospace supply chain. This consolidation creates new opportunities for other manufacturers and suppliers to secure lucrative contracts.

📈

Supply Chain Reconfiguration Benefits

As aerospace giants restructure their operations, specialized component suppliers and service providers may find themselves in stronger negotiating positions with new partnership possibilities.

Strategic Vertical Integration Play

This multi-billion dollar deal represents a major shift towards vertical integration in aerospace manufacturing, potentially creating ripple effects that benefit other industry players positioned for growth.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Unlocking App Store Payments

Unlocking App Store Payments

A landmark Australian court ruling found that Apple and Google abused their market power, forcing them to allow alternative payment systems. This decision creates a significant opportunity for third-party payment processors to integrate with mobile app stores.

View stocks
Indigenous Equity In Canadian Energy

Indigenous Equity In Canadian Energy

Cenovus Energy is pursuing a joint acquisition of MEG Energy in partnership with a coalition of Canadian Indigenous groups. This potential deal signals a new era of Indigenous co-ownership in the energy sector, creating opportunities for companies that support these evolving large-scale projects.

View stocks
Supplying The Skies: The Boeing & Airbus Effect

Supplying The Skies: The Boeing & Airbus Effect

Boeing's latest delivery figures highlight the ongoing, intense production race against its main rival, Airbus. This competition creates a favorable investment landscape for the critical component suppliers that both aerospace giants depend on to build their aircraft.

View stocks
View All Stock Groups

Frequently Asked Questions

Everything you need to know about the product and billing.