Spirit AeroSystems Q2 revenue, adjusted EPS misses estimates

Spirit Aerosystems Holdings

05/08/2025 21:30

Overview

Spirit AeroSystems Q2 2025 rev rises yr/yr but missed analyst expectations, per LSEG data

Adjusted EPS for Q2 misses consensus, reflecting operational difficulties

Co says substantial doubt about ability to continue as going concern exists

Outlook

Spirit will not provide guidance due to pending Boeing merger

Merger with Boeing expected to close in Q4 2025

Co says will need to obtain additional funding to sustain operations

Co expects to continue generating operating losses for the foreseeable future

Result Drivers

BOEING PROGRAMS - Revenue growth attributed to higher production activity on Boeing 737 and 787 programs

ASSET TRANSFER - Losses from asset transfer to Airbus impacted operating income

PRODUCTION COSTS - Increased production costs due to foreign exchange rates and tariffs affected earnings

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$1.64 bln
$1.83 bln (6 Analysts)
Q2 Adjusted EPS
Miss
-$3.34
-$0.97 (5 Analysts)
Q2 EPS
-$5.36
Q2 Net Income
-$631 mln
Q2 Operating Income
Miss
-$481 mln
-$29.80 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy."

Wall Street's median 12-month price target for Spirit AeroSystems Holdings Inc is $37.32, about 4.5% below its August 4 closing price of $39.00

Press Release: ID:nPn5mPW8Ga

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)