logo
logo
Spirit AeroSystems Holdings, Inc.

Spirit AeroSystems Holdings, Inc.

NYSE•SPR
CEO: Hon. Patrick M. Shanahan
セクター: Industrials
業種: Aerospace & Defense
上場日: 2006-11-28
Spirit AeroSystems Holdings, Inc. engages in the design, engineering, manufacture, and marketing of commercial aerostructures worldwide. It operates through three segments: Commercial, Defense & Space, and Aftermarket. The Commercial segment offers forward, mid, and rear fuselage sections and systems, floor beams, nacelles, struts/pylons, horizontal and vertical stabilizers, flaps and slats flight control surfaces, wing structures, and wing systems. This segment primarily serves commercial and business/regional jet programs. The Defense & Space segment engages in the fabrication, bonding, assembly, testing, tooling, processing, engineering analysis, and training on fuselage, strut, nacelle, and wing aerostructures; provision of missiles and hypersonics solutions, such as solid rocket motor throats, nozzles, re-entry vehicle thermal protections systems; forward cockpit and cabin, and fuselage work on rotorcraft aerostructures; and classified programs. This segment primarily serves U.S. Government defense programs. The Aftermarket segment provides maintenance, repair, and overhaul services; fuselage, strut, nacelle, and wing aerostructures spare parts; repair services for radome, flight control surfaces, and nacelles; rotable assets trading and leasing; and engineering services. This segment primarily serves both commercial and defense and space programs. The company was formerly known as Mid-Western Aircraft Systems Holdings, Inc. Spirit AeroSystems Holdings, Inc. was founded in 1927 and is headquartered in Wichita, Kansas.
連絡先情報
3801 South Oliver Street, Wichita, KS, 67210, United States
316-526-9000
www.spiritaero.com
時価総額
$4.64B
PER (TTM)
-1.8
48.5
配当利回り
--
52週高値
$42.33
52週安値
$27.00
52週レンジ
82%
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$1.59B+7.81%
直近4四半期の推移

EPS

-$6.16+51.33%
直近4四半期の推移

フリーCF

-$229.70M-28.86%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Net Revenue Increased Slightly Nine months net revenues reached $4.74B USD, marking a 1.7% increase from $4.67B USD last year, driven by Airbus/Defense.
Boeing Shipset Deliveries Jump Boeing shipsets delivered totaled 423 units for nine months, significantly up from 216 units delivered in the prior comparable period.
Boeing Advances Outstanding Outstanding cash advances from Boeing total $478.6M USD under the current agreement, providing essential operational liquidity support.
Asset Sales Impacted Results Dispositions resulted in a net $26.6M loss reflected in Gain/Loss on dispositions for the nine months ended October 2, 2025.

リスク要因

Net Loss Significantly Worsened Nine months net loss widened to ($1.97B) USD from ($1.51B) USD previously, reflecting higher forward loss charges and lower margins.
Major Forward Loss Charges Unfavorable estimate changes totaled $1.12B USD for nine months, driven by B737 program schedule changes and supply chain costs.
Going Concern Doubt Remains Substantial doubt about ability to continue as going concern exists; additional funding required to sustain operations over next 12 months.
Gross Loss Increased Substantially Nine months gross loss increased to ($1.31B) USD versus ($915.0M) USD prior year, driven by program margin deterioration.

見通し

Boeing Merger Expected Closing Merger closing with Boeing remains expected in the fourth quarter of 2025, subject to satisfaction of all required regulatory approvals.
Airbus Sale Closing Timeline Malaysia Business Disposition expected to close in Q4 2025; Airbus Business Disposition closes concurrently with Boeing Merger.
Liquidity Plans Underway Management evaluating strategies including restructuring, layoffs, and seeking additional customer advances to improve liquidity needs.

同業比較

売上高 (TTM)

Spirit AeroSystems Holdings, Inc.SPR
$6.39B
-1.3%
EnerSysENS
$3.74B
+5.2%
Hexcel CorporationHXL
$1.89B
-0.5%

粗利益率 (最新四半期)

Planet Labs PBCPL
57.3%
-3.9pp
EnerSysENS
30.1%
+0.6pp
Mercury Systems, Inc.MRCY
26.0%
+2.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
HXL$7.15B63.17.4%36.7%
PL$7.00B-53.5-31.0%41.7%
ENS$6.61B21.116.6%29.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.3%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月27日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年10月2日|提出日: 2025年10月31日|
    売上高: $1.59B+7.8%
    |
    EPS: $-6.16+51.3%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年7月3日|提出日: 2025年8月5日|
    売上高: $1.64B+9.6%
    |
    EPS: $-5.36+50.6%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年4月3日|提出日: 2025年5月1日|
    売上高: $1.52B-10.6%
    |
    EPS: $-5.21-1.9%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月28日|
    売上高: $6.32B+4.4%
    |
    EPS: $-18.32-208.4%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月26日|提出日: 2024年11月5日|
    売上高: $1.47B+2.2%
    |
    EPS: $-4.07+109.8%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月27日|提出日: 2024年8月5日|
    売上高: $1.49B+9.3%
    |
    EPS: $-3.56+81.6%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月28日|提出日: 2024年5月7日|
    売上高: $1.70B+19.0%
    |
    EPS: $-5.31+98.1%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月22日|
    売上高: $6.05B+20.2%
    |
    EPS: $-5.94-14.0%
    予想を下回る