Boeing {{ m-tag option="price" ticker="BA" currency="USD" }} has agreed to acquire Spirit AeroSystems {{ m-tag option="price" ticker="SPR" currency="USD" }} for $4.7 billion in stock, offering a 30% premium on Spirit's share price marking the end of Spirit's nearly two-decade independence from 2005. This strategic move, coordinated with Airbus {{ m-tag option="price" ticker="EADSY" currency="USD" }}, aims to address the supplier's loss-making Europe-focused activities and enhance Boeing's manufacturing capabilities.

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Deal Specifics:

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Boeing will purchase Spirit at approximately $37.25 per share, totaling an enterprise value of $8.3 billion, including debt. This deal, expected to close by mid-2025, includes Spirit's net debt and reflects a significant strategic move for Boeing to regain control over its former subsidiary.

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Strategic Rationale:

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The acquisition comes in the wake of a critical incident in January involving a door plug blowout on a Boeing 737 MAX, which exposed significant quality issues. This incident led to a substantial slowdown in production and highlighted the need for tighter integration of manufacturing processes.

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Airbus Agreement:

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In a coordinated move, Airbus will take over some of Spirit's loss-making activities in the U.S., Northern Ireland, France, and Morocco. Airbus will pay a nominal $1 for these assets while receiving $559 million in compensation. This agreement helps Airbus secure strategic parts for its A350 and A220 jets, stabilizing Spirit's operations in these regions.

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Impact on Spirit AeroSystems:

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Spirit has faced growing financial pressure, especially after the 737 MAX incident. Boeing's acquisition is expected to provide stability and financial support, ensuring the continuation of its operations and workforce.

This acquisition reflects broader industry trends toward consolidation and tighter control over supply chains. Both Boeing and Airbus aim to secure their production lines and ensure the reliability of their aircraft components.

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