Date updated:05-22-2009
Warning: this is really old outdated information, I have to update it when I have the time and desire to do so.
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.
-------------------------------
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

-
AME
Ametek Inc - $36.69
- -0.89%
- $36.76
Ametek supplies: Heat Exchangers Hydraulic Quantity Indicators Temperature Sensors Pressure Transducers ---- Ametek operates in two primary segments, the electromechanical group and electrical instrumentation. ----- 12/13/07 Quarterly Report Supplies electronic instruments, and electromechanical devices to the Aerospace, Telecommunication, Petro/Chemical, Food Service, Pharmaceutical, Semiconductor, and Automation Industries. ----- Ametek beat and raised guidance in their later Q3 quarterly filing. ---- Previous EPS guidance: 2.01 – 2.05 Raised Guidance: 2.06 -2.08 Sales: +14%, $528.8 Million Net Income: Increased 21%, $57.2 million ----- Electronics Instruments Group: Aerospace Supplies: Engine and Aircraft sensors and monitoring systems, data acquisition units, fuel and fluid measurement systems, and cable and harness assemblies. Increased 14%, $299 million Operating margins: 21% -------- Electromechanical Group: Aerospace Supplies: Connectors, terminals and microelectronic packaging to protect electronic devices; filtration products for environmental control Increased 14%, $229.8 million Operating margins: 18.7%

-
AL
Alleanza Assicura - $0.00
- 0.00%
- $N/A
Acquired by Rio Tinto (RTP), Supplies Boeing with Aluminum

-
MOG.A
Mog.a - $0.00
- N/A
- $N/A
Segments: Aircraft Controls, Space and Defense Controls, Industrial Systems, Components and Medical Devices -------- Company's Website: " design, integration and certification support for the Primary Flight Control Actuation System on the Boeing 787. The Moog system will control all of the primary flight control surfaces on the airplane. The system controls 21 flight surfaces and includes a mix of electrohydraulic (EH) and electromechanical (EM) servoactuators and all associated control electronics. Separately, Moog is also providing Leading Edge Slat Actuation Components as a part of the High-Lift Systems Team. The system includes EH servoactuators with remote loop closure electronics for the Ailerons, Flaperons, Inboard and Outboard Spoilers, Elevator and Rudder. The Horizontal Stabilizer and Mid-board Spoilers employ EM servoactuators with associated motor drive and control."

-
ATRO
Astronics Corpora - $7.90
- 0.00%
- $N/A
Dual Class 3 EFBs electronic and lighting components ---- 2007, Q3 Earning Report (SEC filing) --- Commercial aerospace exposure is driving sales for Astronics which recently raised their full year sales forecast above estimates ---- Quarterly sales rose 36% to $37.70 million from $27.80 million in the previous year quarter ---- Gross margin for the recent quarter was 26.9%, compared to 22.0% in the year ago quarter. --- Backlog for the latest quarter was $89.97 million, compared to $88.04 million in the equivalent quarter last year --- Commercial Transport: Increased 54% to $23.10 million --- Business Jet: Increased 20% to $7.60 million --- Military: Increased 10% to $6.70 million ---- "Sales for the cabin electronics products in the September quarter rose 63% to $18.80 million from $11.57 million in the year ago quarter, as many airlines continue aggressive refurbishment programs for older aircraft and new aircraft deliveries increase. Exterior Lighting sales for the third quarter increased 26% to $2.35 million from $1.87 million in the previous year quarter. Cockpit Lighting sales in the recent quarter rose 21% to $10.05 million from $8.30 million in the corresponding quarter last year." --- Cited From: http://www.rttnews.com/sp/breakingnews.asp?date=11/02/2007&item=127

-
DASTY
Dasty - $0.00
- N/A
- $N/A
Product Development Software

-
DCI
Donaldson Co Inc - $44.73
- +7.89%
- $44.16
Cabin Air Purification System --Q1 Update 11/27/2007 First-quarter earnings of $43.3 million, or 53 cents per share, beating the 48 cent-a-share mean estimate. Revenue rose to $525.6 million, above Wall Street's consensus view of $484.79 million air and liquid filtration systems company expects a 13% to 18% increase in operating income on 7% to 9% sales growth in 2008. information from: http://money.cnn.com/news/newsfeeds/articles/newstex/AFX-0013-21235565.htm

-
DCO
Ducommun Inc - $19.13
- 0.00%
- $N/A
aerostructure and electromechanical components and subassemblies and provides engineering, technical and program management services --------- Industries: 60% military, 38% commercial and 2% space --------- Q3 Update: EPS beat estimates with revenue increasing 16% and profit increasing by 42% --------- - 3 main customers are Boeing (commercial, C-17 aircraft, Apache Helicopter), Raytheon, and United States government

-
ETN
Eaton Cp - $63.20
- 0.00%
- $N/A
Ducting/Hardware ICS Couplings and Hoses PECS Couplings and Hoses -------- from Eaton.com Eaton is the premier technology supplier to Airbus for the world’s largest passenger aircraft, the new A380 with its history-making 5000-psi hydraulic power generation and fluid conveyance systems and is the fuel system and fluid conveyance equipment supplier to Boeing for the new 787 Dreamliner.
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07/04/2007 15:16 PM CDT Asked by Hark
I see you added LDSH! You can thank me latter. My concern is that the backlog of contracts sent their OT up. I would trim before the next report or be ready to BAIL. If they miss again this stock will drop like a turd from a tall moose!
04/27/2007 19:40 PM CDT Asked by gross641
Here is a list I put together of Boeing suppliers