This article is based on an official press release from Airbus and additional industry data regarding the transaction.

On December 8, 2025, Airbus SE officially finalized the acquisition of key industrial assets from Spirit AeroSystems. This transaction marks a significant restructuring of the global aerospace supply chain, bringing critical manufacturing capabilities for the A350 and A220 programs directly under Airbus ownership. The completion of this deal occurs simultaneously with Boeing’s acquisition of Spirit’s remaining operations, effectively dissolving the independent supplier structure that had served both manufacturers for two decades.

According to the company’s announcement, the acquisition secures the transfer of approximately 4,000 employees to Airbus. The move is designed to ensure stability for the A350 widebody and A220 single-aisle programs by internalizing the production of fuselage sections, wings, and other essential components.

Operational Integration and Site Renaming

The agreement involves the takeover of several manufacturing sites across the United States, Europe, and North Africa. As part of the integration process, Airbus has rebranded these facilities to reflect their new ownership status. The specific changes include:

• Kinston, North Carolina (USA): Responsible for A350 fuselage sections, this site has been renamed Airbus Aerosystems Kinston.
• Saint-Nazaire (France): Also producing A350 fuselage sections, this facility is now Airbus Atlantic Cadréan.
• Belfast (Northern Ireland): A critical site producing the A220 wings and mid-fuselage, now operating as Airbus Belfast.
• Casablanca (Morocco): Producing components for the A321 and A220, renamed Airbus Atlantic Maroc Aero.
• Prestwick (Scotland): Producing wing components for the A320 and A350, this site is now an affiliate named Prestwick Aerosystems.

Additionally, Airbus confirmed that the production of A220 pylons, previously handled in Wichita, Kansas, is being transferred to the company’s facility in Saint-Eloi, Toulouse.

Florent Massou, Executive Vice President of Operations at Airbus, welcomed the new teams in a statement regarding the closing:

“This is a special moment for Airbus. We are delighted to welcome our new colleagues who are taking on activities of critical importance to our commercial aircraft programmes.”

Florent Massou, EVP Operations, Airbus

Financial Terms and Strategic Scope

While the operational focus remains on supply chain security, the financial structure of the deal reflects the distressed nature of the assets prior to acquisition. According to financial details surrounding the closing, Airbus received $439 million in compensation from Spirit AeroSystems to assume control of these operations. Furthermore, reports indicate that Airbus provided non-interest-bearing lines of credit totaling $200 million to support the operational transition.

AirPro News Analysis

This acquisition represents the final chapter of a “carve-out” strategy necessitated by antitrust regulations. Because Spirit AeroSystems supplied both major OEMs, a singular acquisition by Boeing would have granted the American manufacturer control over critical Airbus supply lines. By splitting the assets, both companies have effectively returned to a model of vertical integration, ending a 20-year era of outsourcing major aerostructures.

For Airbus, the priority is the A220 program. The Belfast facility is the sole source for the A220’s advanced composite wings. By bringing this site in-house, Airbus gains direct control over costs and production rates, which is vital as the company seeks to make the A220 program profitable and ramp up production to meet global demand.

Frequently Asked Questions

Why did Airbus acquire these specific sites?
Airbus acquired these sites to secure the supply chain for its A350 and A220 programs. The financial instability of Spirit AeroSystems posed a risk to production rates, and direct ownership allows Airbus to enforce its own quality and operational standards.

What happened to the rest of Spirit AeroSystems?
The remaining operations of Spirit AeroSystems, including the massive facility in Wichita, Kansas, were acquired by Boeing on the same day. This effectively dissolves Spirit as an independent entity.

Will there be job losses?
Approximately 4,000 employees have transferred to Airbus. Industry observers note that this deal ends a period of uncertainty for workers at the Belfast and Prestwick sites, whose employment status was in limbo during the lengthy negotiations.

Sources

• Airbus Press Release

Boeing Officially Completes $8.3 Billion Acquisition of Spirit AeroSystems

Boeing has officially completed its acquisition of Spirit AeroSystems, marking a significant strategic shift as the aerospace giant reintegrates its primary fuselage supplier. The all-stock transaction, valued at approximately $8.3 billion including net debt, formally closes the chapter on the two companies’ two-decade separation. As of today, Spirit AeroSystems operates as a direct, wholly-owned subsidiary of The Boeing Company.

The completion of the deal, originally announced in mid-2024, is a central pillar of Boeing’s effort to strengthen product quality and safety standards following a series of production challenges. By bringing Spirit’s manufacturing operations back in-house, specifically the Wichita, Kansas, facility responsible for the 737 MAX fuselage, Boeing aims to exert tighter control over its supply chain and production stability.

Reintegrating the Supply Chain

This acquisition reverses Boeing’s 2005 decision to divest its Wichita division, which subsequently became Spirit AeroSystems. According to the company’s press release, the reunification is designed to align manufacturing systems and safety protocols across the production line. Boeing leadership has emphasized that the merger is essential for ensuring the long-term quality of its commercial airplanes, particularly the 737 and 787 programs.

Under the terms of the agreement, Spirit shareholders will receive Boeing common stock in an exchange ratio valued at $37.25 per share, representing an equity value of approximately $4.7 billion. With the transaction closed, Spirit AeroSystems (SPR) common stock will cease trading and will be delisted from the New York Stock Exchange.

“We believe this deal is in the best interest of the flying public, our airline customers, the employees of Spirit and Boeing, our shareholders and the country more broadly.”

, Boeing statement regarding the acquisition agreement

The Airbus Carve-Out

A critical component of the deal involved separating Spirit’s work for Airbus, Boeing’s primary competitor. Concurrent with the closing, Airbus has acquired specific Spirit assets that support its own programs. These include the production of A350 fuselage sections in Kinston, North Carolina, and St. Nazaire, France, as well as A220 work packages in Belfast, Northern Ireland, and Casablanca, Morocco.

According to updated terms cited in industry reports and the final agreement, Spirit AeroSystems agreed to compensate Airbus approximately $439 million to take over these loss-making operations. This “carve-out” ensures that Boeing does not retain sensitive production lines for its main rival, while Airbus secures the stability of its own supply chain.

AirPro News analysis

The reintegration of Spirit AeroSystems represents one of the most significant industrial corrections in modern aerospace history. For years, the fragmented supply chain was viewed as a cost-saving measure, but recent production defects highlighted the risks of outsourcing critical structural components. By reabsorbing Spirit, Boeing is effectively signaling that engineering oversight and quality assurance now take precedence over the financial engineering that drove the 2005 divestiture. The immediate challenge for Boeing will be stabilizing the Wichita workforce and modernizing the tooling infrastructure without disrupting current delivery rates.

Frequently Asked Questions

What happens to Spirit AeroSystems stock?
Spirit AeroSystems (SPR) stock has ceased trading. Shareholders will receive Boeing (BA) shares based on the exchange ratio detailed in the merger agreement (between 0.18 and 0.25 shares of Boeing for each Spirit share, depending on the weighted average share price at closing).

Does Boeing now build Airbus parts?
No. The deal included a complex separation of assets. Airbus has acquired the specific plants and operations that build components for the A350 and A220, ensuring Boeing does not control the supply chain for its competitor.

Why did Boeing buy Spirit back?
The primary driver was quality control. Following the January 2024 door plug incident and other production issues, Boeing determined that direct ownership of its fuselage supplier was necessary to ensure safety standards and production stability.

Sources

• Boeing

This article is based on an official press release from Aerolloy Technologies / PTC Industries and verified market data.

Aerolloy Technologies Secures Long-Term Supply Deal with Honeywell Aerospace

Aerolloy Technologies Limited, a wholly-owned subsidiary of PTC Industries Limited, has announced the signing of a long-term agreement with Honeywell Aerospace Technologies. According to the official announcement, the deal will see Aerolloy manufacture and supply titanium and superalloy precision investment castings for Honeywell’s global aerospace programs.

The agreement marks a significant expansion of India’s role in the global aerospace Supply-Chain. Under the terms of the contract, Aerolloy will produce critical components for aero-engines, leveraging its facility in the Uttar Pradesh Defence Industrial Corridor. The company stated that this partnership ensures dedicated production capacity for Honeywell, providing long-term revenue visibility for PTC Industries.

Strategic Partnership Details

The collaboration focuses on the supply of high-value hardware essential for modern aviation. According to the press release, the scope of work involves the Manufacturing of precision investment castings utilizing both Titanium and Superalloys. These materials are critical for aero-engine components due to their high strength-to-weight ratios and heat resistance.

Dedicated Capacity and Revenue Visibility

A key component of this agreement is the allocation of specific production resources. Aerolloy has committed dedicated manufacturing capacity to meet Honeywell’s requirements. In its statement, the company noted that this arrangement not only secures a stable supply chain for Honeywell but also ensures consistent, multi-year revenue streams for Aerolloy.

“This agreement leverages Aerolloy’s integrated manufacturing capabilities, from Titanium materials and Superalloy production to finished investment castings.”

, Official Press Release, Aerolloy Technologies

Manufacturing Capabilities: Vertical Integration

The agreement highlights Aerolloy’s specialized manufacturing ecosystem. Unlike many suppliers that rely on third-party raw materials, Aerolloy operates a vertically integrated facility. According to company profiles, the Lucknow-based plant is equipped with Vacuum Arc Remelting (VAR) and Vacuum Induction Melting (VIM) furnaces.

This infrastructure allows the company to control the entire value chain, including:

• Production of Titanium and Superalloy ingots.
• Casting of materials into precision parts.
• In-house machining and finishing.

By managing the process from raw material to finished component, Aerolloy claims to offer enhanced quality control and traceability, a critical requirement for aerospace OEMs (Original Equipment Manufacturers).

Market Impact and Industry Context

Following the announcement, financial news outlets reported a positive reaction in the stock market. Shares of PTC Industries surged approximately 4-5%, reaching a 52-week high, reflecting investor confidence in the company’s trajectory and the validation provided by a partner of Honeywell’s stature.

AirPro News Analysis: The “China Plus One” Shift

This agreement underscores a broader trend in the global aerospace sector known as the “China Plus One” strategy. As major OEMs seek to de-risk their supply chains and reduce over-reliance on any single region, India is emerging as a strategic alternative.

We observe that this deal validates the “Make in India” initiative, demonstrating that Indian manufacturers can meet the stringent quality Standards required for critical global aerospace hardware. By substituting imports with domestically produced high-grade alloys and castings, companies like Aerolloy are positioning India as a high-value manufacturing hub rather than just a low-cost labor market.

Leadership Commentary

Sachin Agarwal, Chairman and Managing Director of PTC Industries, described the agreement as a “defining milestone” for the company. According to reports summarizing his remarks, Agarwal emphasized that the deal validates their strategy of building a world-class, end-to-end manufacturing ecosystem capable of competing on a global scale.

Frequently Asked Questions

What will Aerolloy supply to Honeywell?
Aerolloy will supply precision investment castings made from Titanium and Superalloys, primarily for use in aero-engine components.

Where is the manufacturing taking place?
The components will be manufactured at Aerolloy’s facility in the Uttar Pradesh Defence Industrial Corridor, Lucknow, India.

Why is this deal significant for the Indian aerospace sector?
It represents a shift toward high-value manufacturing and import substitution, positioning India as a critical node in the global aerospace supply chain outside of China and the West.

Sources

• PTC Industries Press Release
• Honeywell Aerospace