Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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MAX 10 vs A321neo: Airbus’ Battle Ahead
Boeing’s MAX 10 certification was a long, drawn-out saga. No need to rehash that here. The key issue: Boeing has its aircraft certified, and now it’s time to deliver. As we reviewed our MOM models, something caught our attention. Fuel burn among the MOM-class single-aisles shows the MAX 9…
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Rolls-Royce is Returning to the Narrow-Body Engine Market
Rolls-Royce will receive £2.5 billion ($3.3 billion) in U.K. government support to develop a new engine for narrow-body airliners. That R&D funding enables the UK-based engine manufacturer to return to the market’s most lucrative segment. The company left the narrow-body engine market in 2011, after selling its joint venture…
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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…
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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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