If you were wondering about just how much stress the aerospace is under, here’s a visual.

Looking at transactions for both years through October 30, we can see the latest model single-aisle families are driving the supply chain harder than ever.

Consider this is is just some of the single-aisles for and Boeing – this ignores Bombardier, Embraer, COMAC, IRKUT and the other single-aisles and widebodies at Airbus and Boeing.  The chart ignores the high-volume A320ceo and 737NG, both of which are in the hundreds.  The chart shows a slice of what Airbus and Boeing are demanding of the supply chain.

Have some sympathy for targets that increasingly look like mirages and FALs that are working at record rates.

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