Boeing raises estimated costs of Spirit AeroSystems agreements by $455 million
Boeing has increased by $455 million its estimate of the costs of fulfilling customer agreements inherited after acquiring aerostructures supplier Spirit AeroSystems. The total projected cost of these contracts now stands at $1.52 billion — approximately 43% higher than the company estimated at the end of December 2025, shortly after the deal was completed.
AeroTime reports, citing a Boeing filing also reviewed by The Wall Street Journal. The data indicate that Boeing's initial estimate understated the scale of the costs of fulfilling agreements that Spirit had already entered into with customers.
Preliminary assessment of obligations
Boeing did not specify which customers or aircraft programs caused the $455 million increase in the estimate. The company said that its assessment of inherited obligations remains preliminary.
The increase in the estimate comes amid growing Boeing aircraft deliveries. According to data released on September 8, 2026, the company delivered 418 aircraft to customers in the first eight months of 2026, compared with 385 during the same period of the previous year. At the same time, Boeing delivered 51 aircraft in August, compared with 53 in July, while the number of Boeing 787s handed over fell from 10 to four.
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Impact of the Spirit acquisition
On March 17, 2026, Boeing Chief Financial Officer Jay Malave said that higher-than-expected costs related to integrating Spirit into Boeing had delayed the commercial airplanes unit's expected return to profitability until 2027. The company had previously expected this a year earlier.
Boeing completed the acquisition of Spirit AeroSystems for approximately $8.4 billion on December 8, 2025. As a result of the deal, production of fuselages for the 737, as well as large structural sections for the 767, 777 and 787 models, came under Boeing's control. About 15,000 employees joined Boeing through the deal.
After the related transactions closed in December 2025, Airbus took control of Spirit operations related to its aircraft. At the same time, the facilities acquired by Boeing continue to work with other manufacturers: Spirit Defense supplies structures for Northrop Grumman's B-21 bomber and Sikorsky's CH-53K helicopter.
