Today, Genscape launched the Spirit Aerosystems Insight Report, their next offering of specialized equity insights, which directly monitors fuselage deliveries at the SPR manufacturing facility in Wichita, KS. Report subscribers receive weekly counts along with daily observations allowing for advanced notice of any changes or potential production hiccups ahead of quarterly calls. Because there is a direct correlation between fuselage deliveries and Boeing’s 737 production, subscribers can closely monitor two important equity names with this intelligence.
“Genscape already proved valuable in the equity intelligence space with products like our Tesla Insight Report and our report of daily E&P and Midstream volumes,” said Ben Chu, Director of Equities, LNG & Proprietary Products. “This is just another way we can use our proprietary technology and deep understanding of commodity flows to offer value to more market players.”
While publicly held companies offer high levels of transparency for investors during earnings calls, there are often operational impacts that are hard to anticipate and understand ahead of investor notices. In the first quarter of 2018, SPR (Spirit Aerosystems) and BA (Boeing) investors were surprised when there was a major shortfall in planned fuselage production needed to support Being 737 aircraft deliveries. A lack of skilled mechanics and subcontractor delays greatly reduced the scheduled output, inhibiting Boeing’s ability to ramp up 737 production – a plane that already has a seven-year backlog. The growth of the 737 aircraft product line is key to valuation for both SPR and BA. Real-time intelligence is now available through Genscape, the world’s leading provider of real-time data and intelligence for commodity and energy markets.
The product is available through a number of current Genscape platforms. For trial requests and expanded product information,
Founded in 1999, Genscape is a pioneer in real-time data delivery driven to improve market transparency and efficiency. Today, Genscape operates the world’s largest private network of in-field monitors and distributes industry-leading alternative data. Genscape delivers unsurpassed market intelligence across the commodity and energy spectrum including power, oil, natural gas, petrochemical and natural gas liquids, agriculture, biofuels, and maritime freight.