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15 handpicked stocks

Boeing Aerospace Supply Chain Overview

The FAA has restored Boeing's authority to self-certify its aircraft, a move expected to accelerate production and deliveries. This creates a positive ripple effect for the aerospace supply chain, benefiting key component manufacturers and suppliers tied to Boeing's 737 MAX and 787 programs.

Author avatar

Han Tan | Market Analyst

Published on September 27

Your Basket's Financial Footprint

Concise summary of total market cap and concentration among large-cap constituents.

Key Takeaways for Investors:
  • Large-cap weight usually means lower volatility and broad-market tracking; values can fall and returns aren't guaranteed.
  • Suitable as a core, diversified holding rather than a speculative position; not tailored advice, consider personal circumstances.
  • Expect steady long-term appreciation rather than explosive short-term gains; past performance isn't indicative of future results.
Total Market Cap
  • BA: $167.31B

  • GE: $312.81B

  • SPR: $4.66B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The FAA's decision to restore Boeing's self-certification authority removes a major production bottleneck that has constrained the aerospace giant for years. This regulatory shift signals renewed confidence in Boeing's processes and could accelerate manufacturing rates for the 737 MAX and 787 programmes, creating a positive ripple effect throughout the entire aerospace supply chain.

2

What You Need to Know

This is a tactical, cyclical investment theme tied to a specific regulatory event and the broader aerospace manufacturing recovery. The companies in this group are key suppliers providing critical components like engines, aerostructures, avionics, and advanced materials. Increased Boeing production rates could translate directly into higher and more consistent order volumes for these essential partners.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their direct exposure to Boeing's supply chain and their positioning to benefit from normalised aircraft production. Each company provides critical components or services essential to the 737 MAX and 787 programmes, making them well-positioned to capture increased demand as Boeing ramps up manufacturing.

Why You'll Want to Watch These Stocks

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Production Acceleration Ahead

With regulatory bottlenecks removed, Boeing can now ramp up manufacturing rates significantly. This creates immediate demand for suppliers who've been waiting for this moment.

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Supply Chain Goldmine

These aren't just any aerospace stocks - they're the essential partners Boeing needs to build every aircraft. Higher production means bigger, more consistent orders for these key suppliers.

Regulatory Catalyst Unlocked

The FAA's decision represents a major turning point after years of scrutiny. This regulatory milestone could trigger a sustained recovery across the entire aerospace manufacturing ecosystem.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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