Airbus Spirit AeroSystems Acquisition Expands A350 and A220 Supply Chain Control

Spirit AeroSystems

Airbus has finalized a comprehensive deal with Spirit AeroSystems, expanding its control over key component production lines. The Airbus Spirit AeroSystems acquisition includes sites across the US, UK, Europe, and North Africa, enhancing Airbus' strategic autonomy in the A350 and A220 programs.

Airbus Secures Global Sites Amid Boeing Realignment

The Airbus Spirit AeroSystems acquisition includes major facilities in Kinston (US), St. Nazaire (France), Casablanca (Morocco), and Belfast (Northern Ireland). These sites handle production of critical parts for the A350 and A220 aircraft families. Airbus also agreed to assume control of the Prestwick (Scotland) site, focused on A320 and A350 wing components. If third-party buyers are not found, Airbus may acquire additional Spirit assets in Belfast and Subang, Malaysia.

Strategic Shifts Delay A350 Freighter and Reshape Payments

Due to ongoing supply limitations from Spirit, Airbus has delayed the service entry of its A350 freighter variant from 2026 to late 2027. Airbus also negotiated a $120 million reduction in compensation from Spirit, now totaling $439 million. Additionally, Airbus will offer $200 million in non-interest-bearing credit to support Spirit's Airbus-related production during the transition.

Deal Completion Expected in Q3 2025

Both Airbus’ and Boeing’s separate agreements with Spirit are expected to close concurrently in the third quarter of 2025. This move reflects Airbus’ long-term strategy to stabilize its widebody aircraft production and reduce third-party supply risk across its critical programs.

The Metalnomist Commentary

The Airbus Spirit AeroSystems acquisition highlights Airbus’ increasing vertical integration to de-risk future aircraft production. Gaining direct control of structural component sites may improve program stability but also increases Airbus’ exposure to labor and logistical challenges across its global footprint.