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Large OEMs Extend Long-Term Agreements with Manufacturers

Industry Insights from STS Metals

Large OEMs Extend Long-Term Agreements with Manufacturers

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Jun 12th, 2026

Large OEMs extend long-term titanium agreements with manufacturers. There’s a reason for that.

In September 2025, STS Metals and Boeing announced an extended long-term supply agreement covering titanium rod, bar, and plate in support of Boeing’s commercial airplane programs. That kind of agreement doesn’t happen by accident. It doesn’t happen simply because you have the lowest price. Agreements at this scale require demonstrated manufacturing control, process traceability, and the capacity to support production ramp-ups that are already underway.

The 737 MAX alone has nearly 5,000 unfilled orders, and the airframes themselves are growing more titanium-intensive with each generation. The 747 carried roughly 4 percent titanium by structural weight, the 777 about 7 percent, and the 787 reaches 15 percent because a mostly-composite airframe needs titanium in the places aluminum can no longer go. The 777X now in certification carries more than the 777 it replaces. Demand is climbing on order volume and titanium per aircraft simultaneously.

Boeing’s Titanium Timeline | STS Metals

Titanium in Aerospace

Boeing’s Expanded Use of Titanium

As Boeing’s airframes turned to carbon-fiber composite, the titanium in each aircraft climbed with it. Four generations, measured by share of structural weight.

Scroll to climb

1970

Model 747-100 · Entered service

Boeing 747

An aluminum airframe. Titanium lives mostly in the engines.

Pan Am aircraft (placeholder for the 747)
4%
1995

Model 777-200 · Entered service

Boeing 777

Composites reach the primary structure and titanium content rises.

Boeing 777
7%
2011

Model 787-8 · Entered service

Boeing 787 Dreamliner

About half the airframe is carbon-fiber composite, and titanium reaches 15 percent.

Boeing 787 Dreamliner
15%
Next

Model 777-9 · In certification

Boeing 777X

More titanium than the 777 it replaces. The climb continues.

Boeing 777X
Soon

More composite means more titanium.

Titanium and carbon fiber expand at similar rates and do not corrode against each other the way aluminum does. So as airframes turned to composite, titanium climbed right along with them.

Titanium content by structural weight, per published aerospace market data; figures rounded. The 777X is shown as the forthcoming generation, currently in flight certification.

When an OEM of that scale evaluates its titanium supply base, the questions are specific: Can you prove you made it? Can you show the process history? Can you scale when the program needs you to?

STS Metals manufactures titanium, nickel, stainless steel, and super alloy products across multiple facilities in the US and France, with recent capacity expansions in place across our operations. We stay close to what's happening in the commercial aerospace production cycle because our customers' programs depend on it. We watch the same production forecasts, track the same ramp-up timelines, and make capacity decisions based on where the market is headed. When customers need more material, the goal is to have it in motion already.

Learn more about our manufacturing capabilities at stsmetals.com

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