Will Airbus's A220 Production Cut Reshape Spirit AeroSystems' (SPR) Supply-Chain Narrative?

Simply Wall St
  • Airbus recently announced a reduction in its A220 aircraft production target for next year, lowering projections from 14 to 12 planes per month due to continued supply-chain challenges.
  • This shift has important implications for key suppliers like Spirit AeroSystems, which relies on Airbus’s A220 program as a significant source of revenue.
  • We'll explore how Airbus’s A220 production cut, stemming from supply-chain issues, shapes Spirit AeroSystems' current investment narrative.

We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

What Is Spirit AeroSystems Holdings' Investment Narrative?

To see value in Spirit AeroSystems today, you’d need to believe operational fixes and M&A headlines eventually lead to a turnaround for a company that’s struggled with mounting losses and lean liquidity. The fresh news of Airbus trimming its A220 production goal feeds right into the company’s core risk profile: short term revenue catalysts are at risk of getting weaker, with near-term cash flow and earnings pressure potentially intensifying. While production cuts from Airbus may not dramatically tilt the entire investment thesis, they do place questions on previously assumed stabilization in the company’s order book and timelines for a business rebound. The Boeing acquisition is still lined up as a rescue narrative, but integration uncertainties and the possibility of further order disruptions put new emphasis on the downside. Shareholders should be flagging supply-chain exposures amid these shifting catalysts.

But when major customers rethink their plans, other sources of risk quickly move to the forefront. Despite retreating, Spirit AeroSystems Holdings' shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

SPR Community Fair Values as at Oct 2025
Across three fair value estimates from the Simply Wall St Community, opinions on Spirit AeroSystems’ worth span from US$38.22 all the way to US$257.19 per share. While market participants weigh recent supply-chain setbacks, you’ll find sharply different interpretations of future earnings power and deal outcomes. Check out how investment views diverge, especially as revenue catalysts may be at risk.

Explore 3 other fair value estimates on Spirit AeroSystems Holdings - why the stock might be worth over 6x more than the current price!

Build Your Own Spirit AeroSystems Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

Ready For A Different Approach?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Valuation is complex, but we're here to simplify it.

Discover if Spirit AeroSystems Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

Access Free Analysis

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com