波音（BA）周二早盘下跌1%。该公司已完成对Spirit AeroSystems（SPR）的收购，将737/787的主要结 构件和备件生产纳入内部；在贝尔法斯特，空客（EPA：AIR）则单独接手了A220的部分工作包，原 Spirit业务被拆分处理。 责任编辑：张俊 SF065 波音（BA）周二早盘下跌1%。该公司已完成对Spirit AeroSystems（SPR）的收购，将737/787的主要结 构件和备件生产纳入内部；在贝尔法斯特，空客（EPA：AIR）则单独接手了A220的部分工作包，原 Spirit业务被拆分处理。 责任编辑：张俊 SF065 ...

Boeing completed its complex acquisition of struggling US aerospace supplier Spirit AeroSystems, taking back a key part of its supply chain as it works to restore quality standards https://t.co/sLXO9riOUF ...

Core Point - Boeing has successfully completed its $4.7 billion acquisition of Spirit AeroSystems, which is the largest independent manufacturer of wings and fuselages in the world [1] Company Summary - The acquisition allows Boeing to regain control over a significant portion of its supply chain, particularly in the production of wings and fuselages [1] - This strategic move is expected to enhance Boeing's operational efficiency and strengthen its position in the aerospace industry [1] Industry Summary - The aerospace industry is witnessing consolidation as major players seek to streamline operations and reduce costs through vertical integration [1] - The acquisition reflects ongoing trends in the industry where companies are focusing on securing critical components to mitigate supply chain disruptions [1]

Core Insights - Boeing has completed its acquisition of Spirit AeroSystems, marking a significant milestone in its history and future success [1][3] - The acquisition includes Spirit's commercial operations related to Boeing, such as fuselages for the 737 program and major structures for the 767, 777, and 787 Dreamliner [3][4] - Spirit Defense will operate as an independent subsidiary to ensure continuity in support for defense customers while aligning with Boeing's defense sector for financial reporting [5][9] Company Integration - Approximately 15,000 employees from Spirit AeroSystems across various locations, including Wichita, Dallas, and Tulsa, will integrate into Boeing [7] - The acquisition enhances Boeing's global maintenance, repair, and overhaul services and expands its aftermarket business portfolio [4][9] - Spirit's operations in Belfast will function as an independent subsidiary branded as Short Brothers, a Boeing Company [6] Industry Impact - The acquisition is expected to strengthen Boeing's commitment to aviation safety and airplane quality while stabilizing commercial production and supply chains [9] - Kansas officials highlight the acquisition's significance for the state's aerospace industry, emphasizing the skilled workforce and the region's historical importance in aviation [8]

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dec. 9: Airbus and Composites Technology Research Malaysia each announced on Monday that they’ve completed acquisitions of Spirit AeroSystems’ assets. Airbus’s agreement includes $439 million in compensation for taking ownership of some of Spirit AeroSystems’ factory sites and production assets. The deal includes operations at five facilities across Franc ...

Boeing is being asked to divest Spirit AeroSystems assets to resolve antitrust concerns around its proposed acquisition of the aircraft-parts maker https://t.co/jEmuAxAqrz ...

Group 1 - The regulator is requesting Boeing to divest its Spirit businesses that supply products to Airbus [1] - Additionally, the regulator is asking for the sale of Spirit's Malaysian aerostructures business located in Subang [1]

Core Viewpoint - The U.S. Federal Trade Commission (FTC) has mandated Boeing to divest significant assets of Spirit AeroSystems to address competition concerns related to its $8.3 billion acquisition [1] Group 1: Acquisition Details - Boeing's acquisition of Spirit AeroSystems is valued at $8.3 billion, indicating a substantial investment in the aerospace sector [1] - The FTC's requirement for divestiture highlights regulatory scrutiny in large mergers and acquisitions within the aerospace industry [1] Group 2: Regulatory Implications - The FTC's decision reflects ongoing concerns about competition in the aerospace market, particularly regarding Boeing's market power post-acquisition [1] - The divestiture requirement may set a precedent for future mergers in the industry, emphasizing the importance of maintaining competitive dynamics [1]

Core Insights - Boeing is reinforcing its safety and quality plan in response to past crises, focusing on quality lapses, training improvements, and addressing a toxic culture that hindered employee feedback [2][12] - The company has seen early positive results, with a 75% decline in "traveled work" and a 60% improvement in the flow of planes through the factory since April 2024 [3][8] - Boeing plans to increase 737 production to 42 jets per month and aims for a future output of 60 jets per month, while also preparing to establish a fourth production line by 2026 [8][11][16] Quality and Safety Measures - Boeing has intensified inspections of fuselages from Spirit AeroSystems to identify flaws early in the manufacturing process [6][7] - The company has implemented a feedback loop with Spirit to address root causes of defects, emphasizing the importance of early detection [7][8] - Employee involvement sessions have been revived, allowing over 100,000 workers to suggest improvements, resulting in more than 1,000 addressed complaints [12][14] Cultural and Operational Changes - The company is working to root out deep-seated cultural issues and rebuild trust among employees, acknowledging that this process is ongoing [12][16] - Weekly meetings have been instituted to facilitate open communication and demonstrate commitment to quality improvement [15][16] - Boeing's efforts to improve its operational culture are seen as essential for regaining trust from regulators and investors after years of turmoil [9][12]

Market Overview - U.S. equity markets are experiencing a midday retreat on November 4, 2025, with major indexes pulling back as investors digest corporate earnings and economic data, alongside cautious sentiment in the technology sector [1][2] - The S&P 500 has declined approximately 1.3% by midday, the Dow Jones Industrial Average is down around 0.9%, and the Nasdaq Composite has seen a drop of 1.5% [2] Economic Data and Events - Investors are monitoring key economic data releases, including U.S. JOLTS Job Openings, International Trade in Goods and Services, and Factory Orders reports [3] - Upcoming reports include the ISM Services Business Activity index and the ADP Employment Change report, which are crucial due to the ongoing U.S. government shutdown [4] Technology Sector Performance - Palantir Technologies shares fell between 8% and 10% despite exceeding earnings forecasts and raising revenue guidance, attributed to profit-taking and concerns over high valuation [6] - Other tech stocks like Nvidia and Microsoft also experienced declines, with Nvidia down 1.7% to 2.8% and Microsoft down 0.7% [6] Automotive and Consumer Discretionary - Tesla shares slid 2.7% after Norway's sovereign wealth fund announced intentions to vote against CEO Elon Musk's compensation package [7] - Norwegian Cruise Line saw an 11% drop following a mixed earnings report and forecast [7] Earnings Reactions - Zoetis shares plunged 13% after revising its sales forecast downwards, while IDEXX Laboratories surged 14.8% after reporting strong earnings [8] - Ferrari announced a 7.4% year-over-year increase in net revenues, with diluted earnings per share reaching Euro 2.14 [9] Upcoming Earnings - Key companies scheduled to report earnings include Advanced Micro Devices, Shopify Inc., Arista Networks, Uber Technologies, Amgen, Eaton Corporation, Pfizer, and Spotify Technology [10]