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GM Integrated View
Cross-agent demand intelligence — SIOP · EDI · Contract · Financial · all programs in one view
SIOP Analysis EDI Processing Contract Intelligence Financial Reports
Active Alerts
7
5 high · 2 medium
Total Exposure
$2,326K
estimated cash flow risk
Bullwhip Spikes
5
above OEM-derived baseline
Corrections
2
below OEM-derived baseline
Healthy Signals
3
demand within normal variance
LTAs Monitored
10
across 10 active programs
⬡ Ask ATLAS: Which LTAs have the highest financial exposure right now? Why is the BE-4 demand spiking? Is the 737 MAX bullwhip correcting or still growing? What parts are at risk from the F-35 spike? How does current F9 demand compare to OEM build rate?
High Priority 5
LTBOBEN2025
Blue Origin / ULA BE4
Blue Origin
Bullwhip Spike
SIOP Analysis EDI Processing Contract Intelligence Financial Reports
Current demand of 25 units/week is 178% above the OEM-derived baseline of 9 units/week. Blue Origin / ULA BE4 build rate unchanged — signal is likely pull-forward inventory behavior.
Current Demand 25/wk
OEM Baseline 9/wk
Deviation +178%
Amp Ratio 12.27×
📉 $236,832 16 excess units/week × $2,467 avg unit price × 6 est. correction weeks = $236,832 cash flow risk if bullwhip corrects
At-Risk Parts — Contract Intelligence
Part Number Description Excess Units/Wk Weekly Exposure Mfg LT
TBO-BE4-001 Turbopump main mount bracket, BE-4 engine, t… +5.3 $12,720 10w
TBO-BE4-002 Thrust structure segment, upper dome interfa… +5.3 $16,960 12w
TBO-BE4-003 Engine gimbal bracket, thrust vector control… +5.3 $9,540 10w
Recommended Actions
› Verify demand against OEM-confirmed build rate before releasing raw material purchase orders above baseline
› Review take-or-pay provisions in LTA — excess inventory risk if OEM confirms no rate increase
› Ask ATLAS: 'Is the current BE4 demand signal consistent with OEM build rate?'
› Confirm program manifest change (launch cadence or vehicle production ramp) before adjusting manufacturing plan
LTBAR2020
Boeing B737MAX
GE Aerospace
Bullwhip Spike
SIOP Analysis EDI Processing Contract Intelligence Financial Reports
Current demand of 40 units/week is 167% above the OEM-derived baseline of 15 units/week. Boeing B737MAX build rate unchanged — signal is likely pull-forward inventory behavior.
Current Demand 40/wk
OEM Baseline 15/wk
Deviation +167%
Amp Ratio 10.96×
📉 $350,000 25 excess units/week × $3,500 avg unit price × 4 est. correction weeks = $350,000 cash flow risk if bullwhip corrects
At-Risk Parts — Contract Intelligence
Part Number Description Excess Units/Wk Weekly Exposure Mfg LT
TBR-7M-001 Nacelle aft mount bracket, LEAP-1B, titanium… +12.5 $52,500 14w
TBR-7M-002 Forward thrust link bracket, LEAP-1B nacelle… +12.5 $35,000 12w
Recommended Actions
› Verify demand against OEM-confirmed build rate before releasing raw material purchase orders above baseline
› Review take-or-pay provisions in LTA — excess inventory risk if OEM confirms no rate increase
› Ask ATLAS: 'Is the current B737MAX demand signal consistent with OEM build rate?'
LTANG2023
Lockheed Martin F35
Northrop Grumman Aeronautics
Bullwhip Spike
SIOP Analysis EDI Processing Contract Intelligence Financial Reports
Current demand of 20 units/week is 150% above the OEM-derived baseline of 8 units/week. Lockheed Martin F35 build rate unchanged — signal is likely pull-forward inventory behavior.
Current Demand 20/wk
OEM Baseline 8/wk
Deviation +150%
Amp Ratio 7.15×
📉 $326,376 12 excess units/week × $4,533 avg unit price × 6 est. correction weeks = $326,376 cash flow risk if bullwhip corrects
At-Risk Parts — Contract Intelligence
Part Number Description Excess Units/Wk Weekly Exposure Mfg LT
TAF-35-001 Center fuselage longeron splice fitting, F-3… +4.0 $22,400 18w
TAF-35-002 Aft fuselage main frame bulkhead web, F-35, … +4.0 $16,800 16w
TAF-35-003 Main landing gear beam attachment bracket, F… +4.0 $15,200 14w
Recommended Actions
› Verify demand against OEM-confirmed build rate before releasing raw material purchase orders above baseline
› Review take-or-pay provisions in LTA — excess inventory risk if OEM confirms no rate increase
› Ask ATLAS: 'Is the current F35 demand signal consistent with OEM build rate?'
› Check DCMA delivery schedule — defense prime demand spikes often precede DCMA audit pressure events
LTSPXF92024
SpaceX F9
SpaceX
Bullwhip Spike
SIOP Analysis EDI Processing Financial Reports
Current demand of 30 units/week is 150% above the OEM-derived baseline of 12 units/week. SpaceX F9 build rate unchanged — signal is likely pull-forward inventory behavior.
Current Demand 30/wk
OEM Baseline 12/wk
Deviation +150%
Amp Ratio 7.05×
📉 $288,000 18 excess units/week × $3,200 avg unit price × 5 est. correction weeks = $288,000 cash flow risk if bullwhip corrects
At-Risk Parts
No LTA parts table configured for LTSPXF92024 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› Verify demand against OEM-confirmed build rate before releasing raw material purchase orders above baseline
› Review take-or-pay provisions in LTA — excess inventory risk if OEM confirms no rate increase
› Ask ATLAS: 'Is the current F9 demand signal consistent with OEM build rate?'
› Confirm program manifest change (launch cadence or vehicle production ramp) before adjusting manufacturing plan
LTARR2024
Airbus A350
Rolls-Royce
Bullwhip Spike
SIOP Analysis EDI Processing Financial Reports
Current demand of 48 units/week is 118% above the OEM-derived baseline of 22 units/week. Airbus A350 build rate unchanged — signal is likely pull-forward inventory behavior.
Current Demand 48/wk
OEM Baseline 22/wk
Deviation +118%
Amp Ratio 6.23×
📉 $811,200 26 excess units/week × $5,200 avg unit price × 6 est. correction weeks = $811,200 cash flow risk if bullwhip corrects
At-Risk Parts
No LTA parts table configured for LTARR2024 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› Verify demand against OEM-confirmed build rate before releasing raw material purchase orders above baseline
› Review take-or-pay provisions in LTA — excess inventory risk if OEM confirms no rate increase
› Ask ATLAS: 'Is the current A350 demand signal consistent with OEM build rate?'
Medium Priority 2
LTAPWC2023
Airbus A220
Pratt & Whitney Canada
Bullwhip Correction
SIOP Analysis EDI Processing Financial Reports
Current demand of 3 units/week is 75% below the OEM-derived baseline of 12 units/week. Pratt & Whitney Canada is drawing down excess inventory. Airbus program rate unchanged.
Current Demand 3/wk
OEM Baseline 12/wk
Deviation -75%
Amp Ratio 14.51×
Swing Cycles 1
📉 $140,400 9 units/week below baseline × $2,600 avg unit price × 6 est. remaining correction weeks = $140,400 revenue shortfall
At-Risk Parts
No LTA parts table configured for LTAPWC2023 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› Notify finance of projected revenue shortfall for cash flow planning
› Review manufacturing capacity allocation — redirect freed capacity to other programs
› Confirm OEM build rate is unchanged — correction should be temporary if underlying rate holds
LTBGE2024
Boeing B787
GE Aerospace
Bullwhip Correction
SIOP Analysis EDI Processing Financial Reports
Current demand of 9 units/week is 50% below the OEM-derived baseline of 18 units/week. GE Aerospace is drawing down excess inventory. Boeing program rate unchanged.
Current Demand 9/wk
OEM Baseline 18/wk
Deviation -50%
Amp Ratio 12.72×
📉 $172,800 9 units/week below baseline × $4,800 avg unit price × 4 est. remaining correction weeks = $172,800 revenue shortfall
At-Risk Parts
No LTA parts table configured for LTBGE2024 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› Notify finance of projected revenue shortfall for cash flow planning
› Review manufacturing capacity allocation — redirect freed capacity to other programs
› Confirm OEM build rate is unchanged — correction should be temporary if underlying rate holds
Low Priority — Healthy Signals 3
LTKC462024
Boeing Defense KC46
Boeing Defense, Space & Security
Demand Healthy
SIOP Analysis EDI Processing Financial Reports
Demand of 8 units/week is within ±20% of the OEM-derived baseline of 10 units/week. Signal is consistent with Boeing Defense KC46 production rate.
Current Demand 8/wk
OEM Baseline 10/wk
Deviation -20%
Amp Ratio 15.17×
At-Risk Parts
No LTA parts table configured for LTKC462024 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› No immediate action required — monitor for any schedule change requests
LTAGFD2025
Gulfstream G700
Rolls-Royce
Demand Healthy
SIOP Analysis EDI Processing Financial Reports
Demand of 7 units/week is within ±17% of the OEM-derived baseline of 6 units/week. Signal is consistent with Gulfstream G700 production rate.
Current Demand 7/wk
OEM Baseline 6/wk
Deviation +17%
At-Risk Parts
No LTA parts table configured for LTAGFD2025 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› No immediate action required — monitor for any schedule change requests
LTAPW2024
Airbus A320NEO
Pratt & Whitney
Demand Healthy
SIOP Analysis EDI Processing Financial Reports
Demand of 47 units/week is within ±2% of the OEM-derived baseline of 46 units/week. Signal is consistent with Airbus A320NEO production rate.
Current Demand 47/wk
OEM Baseline 46/wk
Deviation +2%
At-Risk Parts
No LTA parts table configured for LTAPW2024 — financial impact estimated from program defaults. View Contracts →
Recommended Actions
› No immediate action required — monitor for any schedule change requests