NYSE$SPR

Spirit AeroSystems Holdings Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Spirit AeroSystems reported second quarter 2023 results, impacted by a strike and other factors.

Spirit AeroSystems reported revenues of $1.4 billion and an EPS of $(1.96) for the second quarter of 2023. The company faced challenges including a strike, rework related to the vertical fin attach fittings issue, and forward losses on key programs.

  • Revenues reached $1.4 billion.
  • EPS was $(1.96); Adjusted EPS* was $(1.46).
  • Cash used in operations totaled $183 million; Free cash flow* usage was $211 million.
  • Rework related to the vertical fin attach fittings issue on available units in Wichita was completed.

Headline financials

Total Revenue

$1.37B

Previous: $1.26B+8.5%
EPS (adj)

-$1.46

Previous: -$1.21-20.7%
Capital Expenditures

$28.4M

Previous: $17.5M+62.3%
Free Cash Flow

-$211M

Previous: -$79M-167.1%
Net Income

-$206M

Previous: -$122M-68.9%
Operating Income

-$120M

Previous: -$105M-15.0%
Gross Profit

-$30.8M

Previous: -$19.6M-57.1%
Cash & Equivalents

$526M

Previous: $770M-31.7%
Total Assets

$6.55B

Previous: $6.99B-6.4%

Revenue & EPS history

Spirit AeroSystems · Revenue · Quarterly

$1.37B

Q2 2023+8.5%vs Q2 2022
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Spirit AeroSystems · $1.18B total across 2 segments · Q2 2023

  • Commercial
    $1.08B+5.0%
  • Aftermarket
    $92.1M+14.6%

Forward guidance

The work stoppage from the IAM strike will reduce full-year 737 deliveries to the range of 370 to 390 units, which will negatively impact expected revenue, earnings and cash flow for 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.4%

Avg return

Earnings day

-2.4%

Avg return

5 days after

-1.9%

Avg return

30 days after

52%

35 / 67 earnings

Positive

+18.0%

Q2 2017

Best reaction

-28.9%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.7%-1.8%-1.1%
Q2 2025+0.5%+0.6%+3.9%
Q1 2025+0.7%+2.1%+4.2%
Q4 2024+1.3%-2.1%+2.1%
Q3 2024-3.3%-4.1%-0.9%
Q2 2024-2.5%-1.5%-1.7%
Q1 2024-6.4%-6.8%-7.8%
Q4 2023+6.1%+8.6%+33.6%
Q3 2023+11.9%+8.9%+21.7%
Q2 2023-28.9%-26.2%-32.0%
Q1 2023-17.9%-18.4%-5.2%
Q4 2022+6.8%+0.8%-6.7%
Q3 2022-0.8%+16.3%+16.3%
Q2 2022-10.6%-10.1%-15.5%
Q1 2022-12.4%-25.8%-23.7%
Q4 2021+3.0%+9.0%-7.1%
Q3 2021-5.3%+9.2%-12.2%
Q2 2021-5.0%
Q1 2021-2.8%
Q4 2020+4.0%
Q3 2020+4.9%
Q2 2020+6.9%
Q1 2020-0.2%
Q4 2019-5.5%
Q3 2019+5.2%
Q2 2019-0.6%
Q1 2019+0.3%
Q4 2018+6.9%
Q3 2018+5.6%
Q2 2018-7.4%
Q1 2018+3.6%
Q4 2017-14.0%
Q3 2017+3.1%
Q2 2017+18.0%
Q1 2017-7.4%
Q4 2016-8.9%
Q3 2016+6.2%
Q2 2016+2.9%
Q1 2016-3.6%
Q4 2015+8.7%
Q3 2015+3.6%
Q2 2015+5.5%
Q1 2015-2.0%
Q4 2014+3.5%
Q3 2014+5.7%
Q2 2014+13.5%
Q1 2014+9.9%
Q4 2013-17.9%
Q3 2013+9.3%
Q2 2013+0.1%
Q1 2013+3.9%
Q4 2012+4.4%
Q3 2012-2.1%
Q2 2012+5.4%
Q1 2012-3.0%
Q4 2011+0.6%
Q3 2011-0.8%
Q2 2011-16.8%
Q1 2010-1.1%
Q1 2011-1.1%
Q4 2008-3.2%
Q2 2010-3.2%
Q4 2010-3.2%
Q3 2010+0.7%
Q3 2009+0.7%
Q2 2009-0.6%
Q4 2009-0.6%

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