Both duopoly members are having difficulties raising production rates and meeting production targets.This is particularly true for the high volume narrow-body aircraft that comprise the bulk of their backlog, the A320neo family and the 737 MAX. As we enter the second quarter of 2025, issues have emerged for both companies.
. The SPS Technologies fastener plant near Philadelphia that burned down won’t be restored quickly, and it supplies a substantial portion of the industry’s fasteners. While this will be manageable at today’s production levels, there isn’t much room for growth until the facility can be restored.
