Boeing’s production of the F-15 and F/A-18 fighter jets faces disruption due to an ongoing dispute with a key supplier, GKN Aerospace. GKN plans to shutter its Hazelwood, Missouri factory by the end of 2024, jeopardizing the production of “superplastics” and “flight-control surfaces” critical to both aircraft.
The situation comes as Boeing enjoys a potential boon with the news of a proposed $18 billion arms deal with Israel for up to 50 F-15EX fighters. However, the deal faces political hurdles related to the ongoing Israeli-Palestinian conflict.
Boeing filed a lawsuit against GKN and its parent company, Melrose Industries, in December 2022, arguing that GKN is the sole supplier capable of producing the necessary parts. The lawsuit claims closure of the Hazelwood plant would breach GKN’s existing agreements.
Boeing alleges Melrose is attempting to force a sale of GKN and has rejected offers from other potential buyers. GKN maintains that keeping the factory open is financially unsustainable.
A recent court filing by Boeing highlights the urgency. The company claims GKN planned to destroy obsolete or excess parts, potentially jeopardizing Boeing’s ability to build and maintain existing F-15 and F/A-18 fleets. GKN has since assured the court that no parts disposal is planned.
The dispute underscores Boeing’s dependence on a single source for these critical components. The fabrication business GKN now operates was previously an in-house Boeing operation before being sold in 2001. Industry analysts suggest this incident highlights potential risks associated with extensive outsourcing within the aerospace supply chain.
Both Boeing and GKN have expressed a desire to reach a solution. Negotiations are ongoing, but the timeline for the Hazelwood plant closure remains unchanged. The potential loss of this critical supplier could significantly impact Boeing’s production schedules for the F-15 and F/A-18, particularly if the Israeli F-15EX deal is approved.
The situation remains fluid. While the Israeli F-15EX deal offers a positive prospect for Boeing’s St. Louis assembly line, political considerations and the unresolved GKN dispute pose significant challenges. The coming months will be crucial in determining how Boeing navigates these issues and ensures continued production of the F-15 and F/A-18 platforms.
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