Starlink Disrupts In-Flight Connectivity Industry

United gets FAA greenlight for Starlink on 737-800; first paid flight targeted Oct 15 from the NYC/Newark area. United already had FAA approval for Starlink on Embraer 175 regional jets earlier this year. Winners Airlines upgrading passenger experience (faster, free Wi-Fi drives share gains and higher premium mix)• $UAL — First-mover halo as Starlink rolls onto mainline 737-800s; marketing edge on speed/reliability. • $DAL — Competitive pressure to match cabin connectivity on overlapping routes; large Boeing narrowbody base eases fleetwide rollout.Cabin retrofit and interiors suppliers (mounts, power, wiring, STC kits, radomes see volume from fleet upgrades)• $ATRO — Provides IFEC/cabin power and aircraft systems; poised to benefit from installation hardware and engineering demand.• $HEI — Broad FAA-approved parts portfolio; incremental orders for connectors, harnesses, brackets tied to Starlink installs.High-value aircraft components makers (retrofit kits pull through fasteners, actuators, antenna housings)• $TDG — Content on cabin/structural components can rise with each installation kit across 737-NG fleets.• $HWM — Aerospace fasteners and structures see added demand during multi-aircraft retrofit waves.Losers Legacy in-flight connectivity providers (LEO displaces slower GEO/ATG offerings; risk of contract churn and price pressure)• $VSAT — Core aviation connectivity franchise faces competitive losses where airlines migrate to Starlink.• $GOGO — Air-to-ground and legacy satcom footprint threatened as carriers standardize on LEO.GEO satellite capacity sellers with aviation exposure (lower latency LEO shifts airline demand mix away from GEO)• $SATS — EchoStar/Hughes aero data traffic vulnerable as airlines test and migrate to LEO pipes.• $TSAT — GEO capacity economics pressured as LEO wins performance-sensitive use cases like cabin internet.Incumbent avionics IFEC divisions (share-of-wallet risk if airlines bypass bundled legacy solutions)• $RTX — Collins’ connectivity offerings could face displacement on fleets adopting Starlink.• $HON — Competes in satcom/IFEC; Starlink adoption can compress upgrade scopes on certain programs.#Aviation #Airlines #Starlink #InFlightWiFi #LEOsatellites #Aerospace #FAA #Stocks #Trading #Connectivity

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