Boeing/Airbus Suppliers
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average rating: 3.45 / 11 ratings
Created by gross641
DESCRIPTION:

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Warning: this is really old outdated information, I have to update it when I have the time and desire to do so.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

symbol name last price % change open
  • +
  • AME
    Ametek Inc
  • $35.71
  • +1.19%
  • $35.20

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%

People owning AME also tend to own: AATICFRCRKELXEWBCFFIVHAIN

TheStreet.com Rating: B- What is this?

  • +
  • AL
    Alleanza Assicura
  • $0.00
  • 0.00%
  • $N/A

Acquired by Rio Tinto (RTP), Supplies Boeing with Aluminum

People owning AL also tend to own: HALQCOMFWLTIRAHOAMTCELG

TheStreet.com Rating: B+ What is this?

  • +
  • 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."

People owning MOG.A also tend to own: AAALAMEATIATROBBA

TheStreet.com Rating: No Rating What is this?

  • +
  • ATRO
    Astronics Corpora
  • $8.85
  • -0.23%
  • $8.64

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

People owning ATRO also tend to own: AUYBTJHRBNMLABVSECFTKIIBK.OB

TheStreet.com Rating: C What is this?

  • +
  • DASTY
    Dasty
  • $0.00
  • N/A
  • $N/A

Product Development Software

People owning DASTY also tend to own: ADSKANLYBORLCARCBEYCRCDEP

TheStreet.com Rating: No Rating What is this?

  • +
  • DCI
    Donaldson Co Inc
  • $38.17
  • -1.83%
  • $38.65

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

People owning DCI also tend to own: CNECNQEVGGGJNJLUKMSFT

TheStreet.com Rating: B- What is this?

  • +
  • DCO
    Ducommun Inc
  • $18.61
  • -2.21%
  • $18.86

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

People owning DCO also tend to own: AAVACASADMAQNTHYBT.OBIFNINTC

TheStreet.com Rating: B- What is this?

  • +
  • ETN
    Eaton Cp
  • $64.31
  • -0.33%
  • $64.43

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.

People owning ETN also tend to own: ABXBABACBHPCCHKCHL

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

AME 36.53 -2.24% Apr 27th
AL 59.51 ------ Apr 27th
ATRO 19.48 -54.57% Apr 27th
DASTY 59.41 ------ Apr 27th
DCI 35.76 +6.74% Apr 27th
DCO 31.79 -41.46% Apr 27th
ETN 90.60 -29.02% Apr 27th
GE 36.84 -58.39% Apr 27th
GR 56.02 +2.87% Apr 27th
LMIA 19.75 -40.66% Apr 27th
COL 67.03 -23.15% Apr 27th
RTI 96.38 -79.80% Apr 27th
USAP 44.57 -66.55% Apr 27th
ATI 114.00 -71.42% Apr 27th
LLL 90.52 -15.60% Apr 27th
PH 92.45 -39.28% Apr 27th
BA 94.02 -47.16% Apr 27th
LMT 96.69 -23.70% Apr 28th
CR 43.19 -32.44% Apr 28th
ESE 46.30 -10.15% Apr 28th
HON 54.89 -31.32% Apr 29th
PCP 108.10 -7.94% May 4th
GLS 26.83 -67.39% May 23rd
WGOV 54.25 -55.58% May 28th
AA 41.46 -68.91% Jun 2nd
KRSL 15.79 ------ Jun 3rd
TIE 34.62 -73.45% Jun 3rd
UTX 70.78 -8.07% Jun 3rd
BEAV 38.38 -49.84% Jun 6th
BW 51.59 -63.95% Jun 6th
SPR 35.58 -49.94% Jun 12th
LDSH 42.81 -70.47% Jul 2nd
B 32.80 -47.84% Jul 2nd
TATTF 22.29 -64.47% Jul 5th
CYT 67.86 -47.76% Jul 15th
HXL 24.28 -52.92% Jul 15th
TDY 48.53 -28.50% Jul 15th
MOG.A 0.00 ------ Dec 23rd
ESL 52.50 -18.82% Dec 24th

Average return:

-37.96%

Success rate:

5.71%

Deleted Stocks:

ALOT 11.696 -18.43% Apr 27th
RTN 54.08 +16.49% Apr 28th
GD 80.27 +11.17% Apr 28th

Tracking Started: 04-27-2007

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

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