The resurgence of Boeing's production lines has injected fresh optimism into Spirit AeroSystems (NYSE: SPR), with the aerospace components manufacturer forecasting stronger-than-expected quarterly revenue. Shares rose approximately 1% in premarket trading Monday following the announcement, as Boeing's recovery continues to ripple through the aviation supply chain.

Spirit reported a 15% quarterly increase in deliveries during Q4 2023, with notable growth in shipments for Boeing's 737 and Airbus' A320 programs. These fuselage components form the structural backbone of commercial aircraft, directly impacting manufacturing efficiency and final product quality.

The positive outlook follows Boeing's December update confirming stabilized production after November's labor strike disrupted operations. The work stoppage had forced widespread production halts across Boeing's network, creating bottlenecks throughout the aerospace ecosystem. Spirit now anticipates Q4 revenue reaching $1.66 billion , surpassing analysts' $1.61 billion consensus estimate.

Despite the revenue uplift, Spirit projects a $413 million quarterly loss —a stark reversal from the $291 million net profit recorded during the same period last year. Company executives attribute the financial pressure to persistent supply chain constraints driving up labor and material costs across the industry.

Spirit confirmed that management will provide detailed operational updates during its upcoming earnings presentation, emphasizing strategic adjustments to navigate ongoing market volatility. The disclosure suggests the Kansas-based supplier is implementing measures to mitigate macroeconomic headwinds while capitalizing on resurgent demand for narrowbody aircraft.