ATI and Boeing extend and expand titanium supply long-term agreement
ATI (NYSE: ATI) has announced a significant expansion and extension of its long-term titanium supply agreement with Boeing. The expanded agreement covers Boeing's complete commercial airplane portfolio, including both narrowbody and widebody aircraft, with growth opportunities and potential to serve Boeing's third-party subsidiaries.
Under the agreement, ATI will provide a comprehensive range of high-performance titanium materials, including long products (ingots, billets, rectangles, and bars) and flat-rolled products (plate, sheet, and coil). The deal will utilize ATI's new Pageland, South Carolina facility for titanium alloy sheet production, leveraging both Specialty Materials and Specialty Rolled Products divisions.
ATI (NYSE: ATI) ha annunciato un'importante espansione e proroga del suo accordo a lungo termine per la fornitura di titanio con Boeing. L'accordo ampliato copre l'intero portafoglio di aeromobili commerciali di Boeing, includendo sia aerei a fusoliera stretta che larga, con opportunità di crescita e la possibilità di servire anche le filiali terze di Boeing.
Secondo l'accordo, ATI fornirà una gamma completa di materiali in titanio ad alte prestazioni, comprendenti prodotti lunghi (lingotti, billette, rettangoli e barre) e prodotti laminati a freddo (lastre, lamiere e bobine). L'accordo sfrutterà la nuova struttura di Pageland, South Carolina, per la produzione di lamiere in lega di titanio, integrando le divisioni Specialty Materials e Specialty Rolled Products.
ATI (NYSE: ATI) ha anunciado una importante expansión y extensión de su acuerdo a largo plazo para el suministro de titanio con Boeing. El acuerdo ampliado cubre toda la cartera de aviones comerciales de Boeing, incluyendo tanto aeronaves de fuselaje estrecho como ancho, con oportunidades de crecimiento y potencial para atender a las subsidiarias de terceros de Boeing.
Según el acuerdo, ATI proporcionará una gama completa de materiales de titanio de alto rendimiento, incluyendo productos largos (lingotes, palanquillas, rectángulos y barras) y productos laminados planos (placas, láminas y bobinas). El acuerdo utilizará la nueva planta de ATI en Pageland, Carolina del Sur, para la producción de láminas de aleación de titanio, aprovechando las divisiones Specialty Materials y Specialty Rolled Products.
ATI (NYSE: ATI)는 Boeing과의 장기 티타늄 공급 계약을 대폭 확장하고 연장했다고 발표했습니다. 확장된 계약은 Boeing의 상업용 항공기 전체 포트폴리오를 포함하며, 협소동체 및 광동체 항공기 모두를 아우르고 있으며, Boeing의 제3자 자회사에 서비스를 제공할 수 있는 성장 기회도 포함합니다.
이 계약에 따라 ATI는 장제품(잉곳, 빌렛, 직사각형, 바)과 평판 제품(플레이트, 시트, 코일)을 포함한 고성능 티타늄 소재의 포괄적인 범위를 제공할 예정입니다. 이번 계약은 사우스캐롤라이나주 페이글랜드에 위치한 ATI의 신규 티타늄 합금 시트 생산 시설을 활용하며, Specialty Materials와 Specialty Rolled Products 부서를 통합하여 진행됩니다.
ATI (NYSE : ATI) a annoncé une expansion significative et une prolongation de son accord d'approvisionnement à long terme en titane avec Boeing. L'accord élargi couvre l'ensemble du portefeuille d'avions commerciaux de Boeing, incluant les avions à fuselage étroit et large, avec des opportunités de croissance et le potentiel de desservir les filiales tierces de Boeing.
Dans le cadre de cet accord, ATI fournira une gamme complète de matériaux en titane haute performance, comprenant des produits longs (lingots, billettes, rectangles et barres) ainsi que des produits laminés plats (plaques, tôles et bobines). L'accord exploitera la nouvelle installation d'ATI à Pageland, en Caroline du Sud, pour la production de tôles en alliage de titane, en mobilisant à la fois les divisions Specialty Materials et Specialty Rolled Products.
ATI (NYSE: ATI) hat eine bedeutende Erweiterung und Verlängerung seines langfristigen Titanliefervertrags mit Boeing bekannt gegeben. Die erweiterte Vereinbarung umfasst das gesamte kommerzielle Flugzeugportfolio von Boeing, einschließlich schmaler und breiter Rumpfflugzeuge, mit Wachstumschancen und dem Potenzial, auch die Drittunternehmen von Boeing zu bedienen.
Im Rahmen der Vereinbarung wird ATI eine umfassende Palette von hochleistungsfähigen Titanmaterialien liefern, darunter Langprodukte (Barren, Brammen, Rechtecke und Stangen) sowie Flachwalzprodukte (Platten, Bleche und Coils). Der Vertrag nutzt die neue Anlage von ATI in Pageland, South Carolina, für die Produktion von Titanlegierungsblechen und integriert dabei die Divisionen Specialty Materials und Specialty Rolled Products.
- Expanded partnership with Boeing strengthens ATI's position as a leading aerospace structures supplier
- Agreement covers Boeing's full commercial airplane portfolio with growth opportunities
- Leverages ATI's new Pageland facility and strategic investments in titanium capabilities
- Potential additional business from Boeing's third-party subsidiaries
- Success dependent on aerospace production rates and market demand
- Subject to raw materials price and availability volatility
- Exposed to potential industry risks including labor disputes and equipment outages
Insights
ATI strengthens market position with expanded Boeing titanium agreement, supporting all commercial aircraft programs with growth potential.
This agreement marks a significant expansion of ATI's aerospace materials partnership with Boeing, covering the entire commercial aircraft lineup and potentially extending to Boeing's subsidiaries. The deal covers both traditional titanium products like ingots and bars as well as higher-value flat-rolled products including sheet and coil.
The timing is particularly strategic as it coincides with accelerating production rates in commercial aerospace after several challenging years. Boeing has been working to increase 737 MAX output while managing supply chain constraints, making this long-term agreement a stabilizing factor for both companies.
What's noteworthy is ATI's emphasis on higher-margin specialized products, particularly titanium alloy sheet from their new Pageland facility. This aligns with ATI's strategic shift toward more differentiated, higher-value materials rather than commodity products. The agreement validates ATI's capital investments in expanding capacity and developing advanced titanium capabilities.
For context, titanium remains critical in aerospace applications due to its exceptional strength-to-weight ratio and corrosion resistance. Modern commercial aircraft use increasing amounts of titanium, especially in structural components that interface with composite materials. This agreement positions ATI to benefit from both current production increases and next-generation aircraft development.
This partnership reinforces ATI's standing as a tier-one aerospace materials supplier during a period when the aerospace supply chain is being restructured for reliability and capacity. The deal's scope across narrowbody and widebody programs provides ATI with balanced exposure to different segments of the commercial aviation market.
Agreement strengthens ATI's role as leading aerospace structures supplier
The agreement supports Boeing's full suite of commercial airplane programs—both narrowbody and widebody—with opportunity to grow. ATI is also positioned to serve Boeing's third-party subsidiaries under terms of the agreement.
"We're proud to expand our decades-long partnership with Boeing," said Kimberly Fields, ATI President and CEO. "This agreement reaffirms ATI's leadership in titanium at a time of accelerating aerospace production and growing demand for differentiated materials. It also deepens our position in high-strength titanium alloys and sheet products—strategic focus areas for ATI and our customers."
Under the terms of the agreement, ATI will supply a comprehensive portfolio of high-performance titanium materials, including long products—such as ingots, billets, rectangles, and bars—and flat-rolled products, including plate, sheet, and coil.
"This agreement highlights ATI's critical role in the titanium supply chain and validates our strategic investments—especially in expanding capacity and advancing titanium alloy sheet capabilities," Fields added. "It includes titanium alloy sheet from our new
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