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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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at août 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

$233.37

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

$40.82

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

$582.09

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.

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