Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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How Fragile is Boeing’s Supply Chain?
The aviation supply chain can be fragile. Just one missing component can stop aircraft production. As a result, major OEMs take their supply chains seriously. OEMs utilize dual sourcing and carefully manage outsourced work. An exclusive Reuters report last week indicated a production halt at Boeing. Boeing halted production…
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Airbus 3Q26 Earnings; Meet Hill 281
Airbus is holding its 2026 delivery guidance and left the heavy lifting to 4Q26. To get there, it needs 281 deliveries based on our tracking. Also, about €3.0bn of EBIT Adjusted, and about €5.8bn of free cash flow in the last three months. That is our math, and it…
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Where is fuel burn hurting most? Who’s Exposed?
The headlines are nonstop: high fuel costs are causing airlines all kinds of financial trouble. As we’ve seen among the US airlines that have reported 3Q earnings, revenues are up strongly. But without fuel costs, they’d be gloriously profitable. Fuel burn is the industry’s bane. Hedges cost serious cash.…
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Boeing’s 737 rate 52 slips to 2H27; the stock falls 10%
Boeing moved the finish line. The MAX line is still stabilizing at 47 a month; 52 now waits for 2H27, and the stock fell about 10%. The prior-year loss carried the 777X charge, so the EPS comparison tells you little. Free cash flow of $464m came after about $700m…
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JetBlue’s revenue +21%, and its loss widened
JetBlue grew revenue 21% and still lost money. 3Q26 revenue was $2.81bn, net loss widened to $257m from $143m, and the full-year margin guide worsened. Everyone else this season showed the same pattern. Of the carriers that have reported, JetBlue has the thinnest cushion to take it. So the…
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Tracking US Airlines’ Delay Propagation Factor
This is another of our evolving KPIs for tracking US airlines in new ways. Delay Propagation Factor quantifies how an initial downstream or primary delay ripples across subsequent flight legs in an aircraft’s daily rotation. This helps show how resilient airline schedules are. Does an early hiccup keep going?…
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