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Boeing/Airbus Suppliers Portfolio - 2009 Stock Picks and Performance - Stockpickr!

Boeing/Airbus Suppliers

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Warning: this is old outdated information.
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!



Most Boeing suppliers have record backlogs and contracts from commercial and business jet fleets, and those with defense contracts are also posting solid backlogs and more importantly after-market sales due to the wear and tear of sending planes into war zones.

Not only are the two majors posting solid outlooks, look at the order book of Raytheon, Embraer and Textron, and United Technologies and you will see similar strength in business jet demand.

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Fact displace fiction in Boeing and Airbus future opportunities with their bulging order books for 787 and A320.

Boeing:
Value of Boeing's backlog: $271 billion, backlog for 737s 2,243 planes

Boeing's Backlog percentage from North America is a mere 10%


Airbus:
Backlog for Airbus 3700 planes, 5 years of production!, 2,634 A320-class planes


A350 is expected to be delivered on time by 2013







http://www.speednews.com/lists/787_Suppliers.html

Information update 12/23/07 for AME, AL, MOOG, DCI, ATRO, RTI

http://www.airframer.com/aircraft_detail.html?model=B787#Adhesives

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