NYSE$SPR

Spirit AeroSystems Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Spirit AeroSystems reported a challenging Q2 2024 with revenue increase offset by Boeing 737 delivery delays and significant estimate changes, resulting in operating and net losses.

Spirit AeroSystems reported Q2 2024 revenues of $1.5 billion but experienced a net loss of $415 million, or $(3.56) per share, impacted by Boeing 737 delivery delays and unfavorable estimate changes. The company's free cash flow usage was $597 million. Spirit is currently working on liquidity improvement plans, including a merger agreement with Boeing expected to close in mid-2025.

  • Revenues increased to $1.5 billion, driven by higher production activities on most commercial programs and increased Defense and Space revenues, but were partially offset by lower Boeing 737 program volume.
  • EPS was $(3.56), and adjusted EPS was $(2.73), excluding the incremental deferred tax asset valuation allowance.
  • Operating loss was significantly impacted by net forward losses of $214 million and unfavorable cumulative catch-up adjustments of $52 million.
  • Free cash flow usage was $597 million due to Boeing 737 delivery delays related to a joint production verification process.

Headline financials

Total Revenue

$1.49B

Previous: $1.37B+9.3%
EPS (adj)

-$2.73

Previous: -$1.46-87.0%
Capital Expenditures

-$31.6M

Previous: $28.4M-211.3%
Net Income

-$415M

Previous: -$206M-101.1%
Operating Income

-$331M

Previous: -$120M-174.9%
Gross Profit

-$234M

Previous: -$30.8M-658.1%
R&D Expense

$13.4M

No prior period

Revenue & EPS history

Spirit AeroSystems · Revenue · Quarterly

$1.49B

Q2 2024+9.3%vs Q2 2023
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Spirit AeroSystems · $1.23B total across 2 segments · Q3 2023

  • Commercial
    $1.14B
  • Aftermarket
    $96.8M

Forward guidance

In light of the previously announced merger agreement with Boeing, and consistent with customary practice during the pendency of such transactions, Spirit will no longer provide guidance.

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 2024

Historical avgQ2 2024

-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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