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Financial Reports
Rolling revenue plan by program — baseline demand × LTA unit prices, with real-time exposure from active bullwhip signals.
Revenue calculated from SIOP demand signals × LTA parts table unit prices. Figures update automatically as demand signals change.
Annual Portfolio Revenue
$30M
10 programs at OEM baseline
Weekly Revenue (Baseline)
$575K
OEM-derived baseline across all LTAs
Weekly Demand Variance
+$308K
current vs baseline this week
Total Bullwhip Exposure
$2,326K
cash-at-risk if spikes correct
Active Spikes
5
programs above OEM baseline
Corrections
2
programs below OEM baseline
How figures are calculated: Weekly revenue = current week demand (units) × average LTA unit price. Annual revenue = weekly baseline × 52 weeks. Bullwhip exposure = excess units/week × unit price × estimated correction weeks. Figures reflect the SIOP demand signal as of the latest weekly update — not invoiced or recognized revenue.
LTA Program Annual Baseline Revenue Bar Wk Baseline Wk Current Wk Variance Signal Exposure
LTARR2024
Airbus A350 / Rolls-Royce Trent XWB
Rolls-Royce
$5,949K
$114,400 $249,600 +$135,200 Bullwhip Spike $811K
LTAPW2024
Airbus A320neo / P&W GTF
Pratt & Whitney
$5,741K
$110,400 $112,800 +$2,400 Demand Healthy
LTBGE2024
Boeing 787 / GE GEnx
GE Aerospace
$4,493K
$86,400 $43,200 $-43,200 Bullwhip Correction $173K
LTBAR2020
Boeing 737 MAX / GE LEAP-1B
GE Aerospace
$2,730K
$52,500 $140,000 +$87,500 Bullwhip Spike $350K
LTKC462024
KC-46 Pegasus / Boeing Defense
Boeing Defense, Space & Security
$2,184K
$42,000 $33,600 $-8,400 Demand Healthy
LTAGFD2025
Gulfstream G700 / Rolls-Royce Pearl 700
Rolls-Royce
$2,122K
$40,800 $47,600 +$6,800 Demand Healthy
LTSPXF92024
SpaceX Falcon 9
SpaceX
$1,997K
$38,400 $96,000 +$57,600 Bullwhip Spike $288K
LTANG2023
F-35 / Northrop Grumman
Northrop Grumman Aeronautics
$1,886K
$36,264 $90,660 +$54,396 Bullwhip Spike $326K
LTAPWC2023
Airbus A220 / P&W Canada
Pratt & Whitney Canada
$1,622K
$31,200 $7,800 $-23,400 Bullwhip Correction $140K
LTBOBEN2025
Blue Origin BE-4
Blue Origin
$1,155K
$22,203 $61,675 +$39,472 Bullwhip Spike $237K
Portfolio Total $29,877K / yr $574,567 $882,935 +$308,368 $2,326K
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