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15 handpicked stocks

Fallout from Boeing 787 Crisis

This carefully selected group of stocks represents companies positioned to benefit from the market shift following the Boeing 787 incident. Our professional analysts have identified Airbus and key suppliers likely to gain as airlines reconsider their fleet plans and seek alternatives to Boeing aircraft.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 14

Top Picks from This Group

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

SPR

Spirit AeroSystems Holdings, Inc.

SPR

Current price

$41.08

Spirit AeroSystems is a crucial supplier of fuselage sections and wing components to Airbus, making it a direct beneficiary of any increase in Airbus'...

Spirit AeroSystems is a crucial supplier of fuselage sections and wing components to Airbus, making it a direct beneficiary of any increase in Airbus's production rate.

HWM

Howmet Aerospace Inc

HWM

Current price

$171.25

Howmet Aerospace supplies critical engine components, fasteners, and structural parts for Airbus aircraft, positioning it to gain from a shift in orde...

Howmet Aerospace supplies critical engine components, fasteners, and structural parts for Airbus aircraft, positioning it to gain from a shift in orders away from Boeing.

TDG

TransDigm Group Incorporated

TDG

Current price

$1,387.88

TransDigm supplies a vast array of proprietary aerospace components, and would benefit from higher production volumes at Airbus and its suppliers.

About This Group of Stocks

1

Our Expert Thinking

This investment opportunity emerges from a significant market disruption following a Boeing 787 crash linked to cockpit design flaws. As airlines reconsider or potentially cancel 787 orders, capital is expected to flow toward Boeing's main competitor Airbus and its supplier ecosystem, creating a tactical opportunity in the aerospace sector.

2

What You Need to Know

This stock group represents a direct response to an industry-changing event. It focuses on companies positioned to capture market share and increased orders as airlines shift away from Boeing 787s. The selection includes aircraft manufacturers, engine suppliers, and producers of critical aerospace components.

3

Why These Stocks

These companies were specifically chosen for their potential to benefit from increased Airbus production schedules. The selection includes Airbus itself, main engine suppliers like Rolls-Royce and Safran, and critical component manufacturers that would see heightened demand if airlines pivot away from Boeing's troubled 787.

Group Performance Snapshot

8 of 11

Stocks Rated Buy by Analysts

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

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

🛫

Market Share in Motion

The aerospace industry is witnessing a potential major shift in orders and market share. These companies are positioned to capitalize on airlines' urgent need to reconsider their fleet plans.

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Supply Chain Winners

As Airbus potentially increases production to meet new demand, its entire supplier ecosystem stands to benefit from larger orders and extended production schedules for years to come.

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Industry Insiders Are Watching

Aviation analysts are closely monitoring how airlines redistribute billions in aircraft orders. This represents a rare opportunity to invest ahead of potential large-scale industry realignment.

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