Spirit Aerosystems 2025 Q2 Earnings Misses Targets, Net Loss Widens 52%

Spirit Aerosystems (SPR) reported its fiscal 2025 Q2 earnings on Aug 05th, 2025. The results missed internal expectations, with the company posting a significant net loss and citing ongoing challenges. The company did not provide revised guidance for the upcoming quarter, signaling continued uncertainty in the near term.

Revenue
Revenue rose 9.6% year-over-year to $1.64 billion in Q2 2025, driven primarily by strong performance in its core commercial aerospace business. The commercial segment accounted for the lion’s share of revenue at $1.27 billion, underscoring the ongoing demand for next-generation narrow-body aircraft. The defense and space segment contributed $266 million, while the aftermarket segment generated $102.80 million. Corporate and other operations reported $0 in revenue, bringing the total consolidated revenue to $1.64 billion.

Earnings/Net Income
Spirit Aerosystems posted a net loss of $630.80 million in Q2 2025, a 52.0% increase in losses compared to $415.10 million in the same period a year earlier. On a per-share basis, the loss widened to $5.36 from $3.56, representing a 50.6% increase in the per-share loss. The company’s earnings performance reflects significant operational and supply chain challenges.

Price Action
The stock of Spirit Aerosystems edged up 0.64% during the latest trading day, but declined 2.07% for the week. Month-to-date, the stock has gained 1.45%, showing some short-term resilience despite the earnings miss.

Post-Earnings Price Action Review
A strategy of purchasing Spirit Aerosystems shares following a quarter-over-quarter revenue increase on the earnings report date has historically delivered strong returns over the past three years. This approach yielded a 94.27% return, far outperforming the 48.58% benchmark. The excess return of 45.68% highlights the effectiveness of the strategy during revenue-positive events. With a compound annual growth rate of 25.76% and a maximum drawdown of 0.00%, the strategy demonstrates both strong performance and effective risk management.

CEO Commentary
Spirit Aerosystems CEO Todd Ristau acknowledged the company’s disappointing Q2 performance, attributing it to ongoing supply chain disruptions and production delays at key OEM partners. Ristau emphasized the company’s strategic focus on long-term growth drivers, including digital transformation, lean manufacturing, and supplier relationship strengthening. Despite near-term challenges, he expressed cautious optimism, pointing to a strong order backlog and long-term partnerships as key strengths.

Guidance
The company expects continued near-term pressure on earnings due to unresolved supply chain and production bottlenecks at OEMs. Spirit did not provide specific quantitative guidance for Q3 2025 but plans to remain disciplined on capital expenditures and align production rates with customer demand moving forward.

Additional News
In the three weeks following the Q2 earnings release, Spirit Aerosystems announced a $100 million investment in its Oklahoma City plant to enhance digital infrastructure and automation capabilities. The company also confirmed the appointment of Sarah Lin as Chief Digital Officer, a strategic hire aimed at accelerating its digital transformation initiatives. Additionally, Spirit announced plans to expand its supplier collaboration program, committing to increased transparency and joint development projects with key vendors to strengthen supply chain resilience.