Boeing

Boeing and Airbus have completed landmark acquisitions of Spirit AeroSystems assets, fundamentally reshaping the commercial aerospace manufacturing landscape. The finalized deals, announced on December 8, 2025, represent a pivotal moment for both manufacturers and signal the end of Spirit’s tenure as an independent aerostructures supplier. Boeing’s Comprehensive Integration Boeing confirmed the acquisition of all Spirit-related commercial operations, including fuselages for the 737 program and major structures for the 767, 777, and 787 Dreamliner. The deal also encompasses commercially procured fuselages for military platforms including the P-8 and KC-46. Notably, the transaction brings Spirit’s extensive spare-parts business in-house, significantly expanding Boeing’s maintenance, repair, and overhaul (MRO) capabilities and strengthening its aftermarket portfolio.

Vietjet marks a historic milestone as it completes delivery of 22 new aircraft before the end of 2025, representing the airline’s largest fleet expansion to date. The Vietnamese budget carrier received its final delivery—an Airbus A321neo ACF registered as VN-A580—just before Christmas, capping off an unprecedented expansion period for the rapidly growing carrier. The timing of this massive fleet addition is particularly significant given the broader aerospace industry context. Global aircraft shortages and supply chain disruptions have constrained delivery schedules for carriers worldwide throughout 2024 and into 2025. Vietjet’s ability to secure and receive 22 aircraft within a single month underscores the airline’s robust financial position and strong standing with both aircraft manufacturers and leasing companies.

The Federal Trade Commission has issued a landmark decision that could reshape Boeing’s acquisition of Spirit AeroSystems, requiring the aerospace giant to divest critical manufacturing operations to address competitive concerns. Under the consent order announced December 3, 2025, Boeing must sell Spirit’s aerostructures business in Subang, Malaysia to Composites Technology Research Malaysia (CTRM), along with all associated assets and personnel. The $8.3 billion acquisition, which Boeing announced in July 2024, aimed to reintegrate its former parts supplier and bring significant manufacturing in-house. Spirit AeroSystems is among the world’s largest producers of fuselages, wings, and aerostructures, supplying approximately 70% of the structural components for Boeing’s 737 series while also providing critical parts to competitor Airbus.

Boeing’s Chief Financial Officer Jay Malave has signaled optimistic production prospects for 2026, projecting increased deliveries of 737 and 787 aircraft that should bolster the aerospace manufacturer’s cash flow recovery. Speaking December 2 at the UBS Global Industrials & Transportation Conference, Malave provided detailed insights into Boeing’s manufacturing roadmap and the timing between production rate adjustments and actual aircraft deliveries. Production Rate Momentum Malave emphasized that Boeing’s 737 production ramp remains on schedule, despite acknowledging a temporary softness in November 2025 deliveries. “It takes a few months to take the production cadence and move that into output,” Malave explained, highlighting the inherent lag between manufacturing rate increases and delivery fulfillment. The CFO noted that once production systems stabilize at current rates, Boeing’s team begins positioning for the next rate increase, typically requiring a minimum six-month planning window.

Argentine low-cost carrier Flybondi has announced a transformative $1.7 billion investment in new aircraft, signing orders for up to 35 narrowbody jets from both Airbus and Boeing. The dual manufacturer approach underscores the airline’s strategy to build operational flexibility while expanding its presence across Latin America. On November 2, 2025, Flybondi confirmed orders for 15 Airbus A220-300 aircraft with options for five additional units, alongside 10 Boeing 737 MAX 10s with comparable purchase rights. The announcement represents a significant milestone for the regional aviation market, as Flybondi will become the first Latin American operator of the A220-300, a next-generation narrowbody designed for efficiency and passenger comfort.

Wizz Air marked a historic milestone on November 28, 2025, when its 250th aircraft—an Airbus A321neo—arrived at Budapest Airport, signaling two decades of remarkable growth for Europe’s leading ...

Poland’s Ministry of National Defence has completed a transformative $4.7 billion acquisition of 96 AH-64E Apache attack helicopters from Boeing, establishing a historic milestone for the aircraft program. This Foreign Military Sales contract represents the largest Apache order ever placed by a non-US customer, underscoring Poland’s commitment to modernizing its defense infrastructure amid evolving regional security dynamics. The AH-64E Apache Guardian is the latest evolution of the Apache platform, featuring enhanced engines and advanced composite rotor blades that deliver superior combat performance. Boeing’s Vice President of Attack Helicopter Programs, Christina Upah, emphasized the significance of the partnership: “This order enables Boeing to help create one of the largest and most formidable Apache fleets that the world has ever seen, while enhancing Poland’s defense capabilities.”

Boeing Secures $2.47B Air Force Contract for 15 Additional KC-46A Tankers Boeing has been awarded a Lot 12 contract by the US Air Force valued at $2.47 billion for 15 additional KC-46A Pegasus aerial ...