Here we go with some Mid-cap and small-cap partners/suppliers for the Dreamliner…dreamteam members 4 through 10.

Mid-Cap
4. Rockwell Collins (COL) - [Displays, communications/ surveillance systems, pilot control system] With an $12 Billion market cap, Rockwell Collins is much smaller than Honeywell, so, relatively, the avionics it’s supplying for the 787 should provide more revenue impact. Avionics is pushing the future of flight, part of the “smart” revolution where the chips and circuits monitor and control all aspects of the flight. This is definitely one of the greatest value added to today’s aircraft and provide the most flexibility for upgrades. This is similar to how you get a lot of software upgrades on your computer before you have to buy a new computer. Rockwell Collins does provide avionics for all types of aircraft, Read the rest of this entry »

On Sunday, Boeing showed off a partially completed 787 Dreamliner. The event, combined with strong orders for the aircraft, lifted Boeing shares Monday. MarketWatch’s Laura Mandaro Reports. (July 9th)

The Boeing 787 Dreamliner may not revolutionize airplanes like Apple’s iPhone revolutionized the cell-phone. Still, I think the Dreamliner is the commercial airplane of the future and deserves the honorary i-Plane that Fast Money gave the 787. A quick scan of the Dreamliner’s International Team leads me to a couple of conclusions. Boeing broke the 787 down into A LOT of subcomponents and subsystems and as many partners/suppliers for each. But where are all the public American companies to buy for a Dreamliner trade? Dreamliner parts come from all over the world from Japan to Germany and France(why France??). The remaining partners/suppliers are either a internal division of Boeing (c’mon, spread the wealth!) or small private aerospace companies. Worry not. There still are a handful of well-known and some not-so well-known public companies that could fly with the Dreamliner. Read the rest of this entry »