KPI data tables
Spirit AeroSystems operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.
| Period | A350 shipsets |
|---|---|
| Q3 2025 | 15 |
| Q2 2025 | 17 |
| Q1 2025 | 18 |
| Q4 2024 | 15 |
| Q3 2024 | 13 |
| Q2 2024 | 15 |
| Q1 2024 | 16 |
| Q4 2023 | 17 |
| Q3 2023 | 12 |
| Q2 2023 | 13 |
| Q1 2023 | 12 |
Source: Spirit AeroSystems Form 8-K Exhibit 99.1 Spirit Shipset Deliveries table (one shipset equals one aircraft), A350 row, quarterly column. Q1 2023 12 and Q1 2024 16: https://www.sec.gov/Archives/edgar/data/1364885/000162828024020855/spr_20240507-8kex99.htm. Q2 2023 13 and Q2 2024 15: https://www.sec.gov/Archives/edgar/data/1364885/000162828024034749/spr_20240805-8kex99.htm. Q3 2023 12 and Q3 2024 13: https://www.sec.gov/Archives/edgar/data/1364885/000162828024043483/spr_20241023-8kex99.htm. Q4 2023 17 and Q4 2024 15: https://www.sec.gov/Archives/edgar/data/1364885/000162828025009058/spr_20250228-8kex99.htm. Q1 2025 18: https://www.sec.gov/Archives/edgar/data/1364885/000162828025021567/spr_20250501-8kex99.htm. Q2 2025 17: https://www.sec.gov/Archives/edgar/data/1364885/000162828025037831/spr_20250805-8kex99.htm. Q3 2025 15 (nine-month 2025 50): https://www.sec.gov/Archives/edgar/data/1364885/000136488525000013/spr_20251031-8kex99.htm.
| Period | B737 shipsets |
|---|---|
| Q3 2025 | 90 |
| Q2 2025 | 113 |
| Q1 2025 | 127 |
| Q4 2024 | 133 |
| Q3 2024 | 64 |
| Q2 2024 | 27 |
| Q1 2024 | 44 |
| Q4 2023 | 104 |
| Q3 2023 | 83 |
| Q2 2023 | 74 |
| Q1 2023 | 95 |
Source: Spirit AeroSystems Form 8-K Exhibit 99.1 Spirit Shipset Deliveries table (one shipset equals one aircraft), B737 row, quarterly column. Q1 2023 95 and Q1 2024 44: https://www.sec.gov/Archives/edgar/data/1364885/000162828024020855/spr_20240507-8kex99.htm. Q2 2023 74 and Q2 2024 27: https://www.sec.gov/Archives/edgar/data/1364885/000162828024034749/spr_20240805-8kex99.htm. Q3 2023 83 and Q3 2024 64: https://www.sec.gov/Archives/edgar/data/1364885/000162828024043483/spr_20241023-8kex99.htm. Q4 2023 104 and Q4 2024 133: https://www.sec.gov/Archives/edgar/data/1364885/000162828025009058/spr_20250228-8kex99.htm. Q1 2025 127: https://www.sec.gov/Archives/edgar/data/1364885/000162828025021567/spr_20250501-8kex99.htm. Q2 2025 113: https://www.sec.gov/Archives/edgar/data/1364885/000162828025037831/spr_20250805-8kex99.htm. Q3 2025 90: https://www.sec.gov/Archives/edgar/data/1364885/000136488525000013/spr_20251031-8kex99.htm. Boeing closed the merger on 8 December 2025: https://www.sec.gov/Archives/edgar/data/1364885/000110465925119096/tm2532915d1_8k.htm.
| Period | Backlog ($B) |
|---|---|
| Q3 2025 | 52 |
| Q2 2025 | 51 |
| Q1 2025 | 48 |
| Q4 2024 | 46.6 |
| Q3 2024 | 48 |
| Q2 2024 | 48 |
| Q1 2024 | 49 |
| Q4 2023 | 48.6 |
| Q3 2023 | 42.2 |
| Q2 2023 | 40.5 |
| Q1 2023 | 37 |
| Q4 2022 | 37.1 |
| Q3 2022 | 36 |
| Q2 2022 | 34 |
| Q1 2022 | 36 |
| Q4 2021 | 34.6 |
| Q3 2021 | 33 |
| Q2 2021 | 34 |
| Q1 2021 | 33 |
| Q4 2020 | 34.2 |
Source: Spirit AeroSystems Form 8-K Exhibit 99 earnings-release backlog sentence (period-end stock, approximately whole billions) and Form 10-K Expected Backlog. Later filing wins. Frozen after Q3 2025. Q4 2020 34.2: https://www.sec.gov/Archives/edgar/data/1364885/000162828021003321/spr-20201231.htm. Q1 2021 33: https://www.sec.gov/Archives/edgar/data/1364885/000162828021008981/spr_20210505-8kex99.htm. Q2 2021 34: https://www.sec.gov/Archives/edgar/data/1364885/000162828021015444/spr_20210804-8kex99.htm. Q3 2021 33: https://www.sec.gov/Archives/edgar/data/1364885/000162828021021315/spr_20211103-8kex99.htm. Q4 2021 34.6: https://www.sec.gov/Archives/edgar/data/1364885/000162828022002704/spr-20211231.htm. Q1 2022 36: https://www.sec.gov/Archives/edgar/data/1364885/000162828022012147/spr_20220504-8kex99.htm. Q2 2022 34: https://www.sec.gov/Archives/edgar/data/1364885/000162828022020341/spr_20220803-8kex99.htm. Q3 2022 36: https://www.sec.gov/Archives/edgar/data/1364885/000162828022027992/spr_20221103-8kex99.htm. Q4 2022 37.1: https://www.sec.gov/Archives/edgar/data/1364885/000162828023004051/spr-20221231.htm. Q1 2023 37: https://www.sec.gov/Archives/edgar/data/1364885/000162828023014999/spr_20230503-8kex99.htm. Q2 2023 40.5: https://www.sec.gov/Archives/edgar/data/1364885/000162828023026580/spr_20230802-8kex99.htm. Q3 2023 42.2: https://www.sec.gov/Archives/edgar/data/1364885/000162828023035801/spr_20231101-8kex99.htm. Q4 2023 48.6: https://www.sec.gov/Archives/edgar/data/1364885/000162828024006331/spr-20231231.htm. Q1 2024 49: https://www.sec.gov/Archives/edgar/data/1364885/000162828024020855/spr_20240507-8kex99.htm. Q2 2024 48: https://www.sec.gov/Archives/edgar/data/1364885/000162828024034749/spr_20240805-8kex99.htm. Q3 2024 48: https://www.sec.gov/Archives/edgar/data/1364885/000162828024043483/spr_20241023-8kex99.htm. Q4 2024 46.6: https://www.sec.gov/Archives/edgar/data/1364885/000162828025009088/spr-20241231.htm. Q1 2025 48: https://www.sec.gov/Archives/edgar/data/1364885/000162828025021567/spr_20250501-8kex99.htm. Q2 2025 51: https://www.sec.gov/Archives/edgar/data/1364885/000162828025037831/spr_20250805-8kex99.htm. Q3 2025 52: https://www.sec.gov/Archives/edgar/data/1364885/000136488525000013/spr_20251031-8kex99.htm
| Period | Boeing | Airbus | Business/regional |
|---|---|---|---|
| Q3 2025 | 126 | 217 | 49 |
| Q2 2025 | 152 | 214 | 64 |
| Q1 2025 | 145 | 236 | 48 |
| Q4 2024 | 160 | 231 | 66 |
| Q3 2024 | 88 | 178 | 66 |
| Q2 2024 | 58 | 225 | 53 |
| Q1 2024 | 70 | 191 | 46 |
| Q4 2023 | 133 | 196 | 69 |
| Q3 2023 | 108 | 165 | 59 |
| Q2 2023 | 100 | 188 | 54 |
| Q1 2023 | 116 | 176 | 54 |
Source: Spirit AeroSystems Form 8-K Exhibit 99.1 Spirit Shipset Deliveries table, Total Boeing, Total Airbus, and Business/Regional Jet rows, quarterly column. Q1 2023 116 / 176 / 54 and Q1 2024 70 / 191 / 46: https://www.sec.gov/Archives/edgar/data/1364885/000162828024020855/spr_20240507-8kex99.htm. Q2 2023 100 / 188 / 54 and Q2 2024 58 / 225 / 53: https://www.sec.gov/Archives/edgar/data/1364885/000162828024034749/spr_20240805-8kex99.htm. Q3 2023 108 / 165 / 59 and Q3 2024 88 / 178 / 66: https://www.sec.gov/Archives/edgar/data/1364885/000162828024043483/spr_20241023-8kex99.htm. Q4 2023 133 / 196 / 69 and Q4 2024 160 / 231 / 66: https://www.sec.gov/Archives/edgar/data/1364885/000162828025009058/spr_20250228-8kex99.htm. Q1 2025 145 / 236 / 48: https://www.sec.gov/Archives/edgar/data/1364885/000162828025021567/spr_20250501-8kex99.htm. Q2 2025 152 / 214 / 64: https://www.sec.gov/Archives/edgar/data/1364885/000162828025037831/spr_20250805-8kex99.htm. Q3 2025 126 / 217 / 49: https://www.sec.gov/Archives/edgar/data/1364885/000136488525000013/spr_20251031-8kex99.htm.
| Period | Net forward losses ($M) |
|---|---|
| Q3 2025 | 585 |
| Q2 2025 | 219 |
| Q1 2025 | 293 |
| Q4 2024 | 440 |
| Q3 2024 | 217 |
| Q2 2024 | 214 |
| Q1 2024 | 495 |
| Q4 2023 | -34.3 |
| Q3 2023 | 101 |
Source: Spirit AeroSystems Form 8-K Exhibit 99.1, company-level net forward losses in the earnings discussion. Q3 2023 $101 million and Q3 2024 $217 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828024043483/spr_20241023-8kex99.htm. Q4 2023 contemporaneous net forward loss reversals of $34.3 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828024003425/spr_20240206-8kex99.htm (Q4 2024 year-ago discussion prints $51 million reversals; not used). Q1 2024 $495 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828024020855/spr_20240507-8kex99.htm. Q2 2024 $214 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828024034749/spr_20240805-8kex99.htm. Q4 2024 $440 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828025009058/spr_20250228-8kex99.htm. Q1 2025 $293 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828025021567/spr_20250501-8kex99.htm. Q2 2025 $219 million: https://www.sec.gov/Archives/edgar/data/1364885/000162828025037831/spr_20250805-8kex99.htm. Q3 2025 $585 million: https://www.sec.gov/Archives/edgar/data/1364885/000136488525000013/spr_20251031-8kex99.htm. Q3 2024 10-Q prints $217.2 million (earnings rounded to $217 million): https://www.sec.gov/Archives/edgar/data/1364885/000162828024045353/spr-20240926.htm.