Airbus is sitting on more WIP than expected. The engine supply situation is vexing single-aisle deliveries. Cabin fixtures are slowing twin-aisle deliveries. We have been watching this for some time. The supply chain problem is industry-wide.
What does this look like? Here’s a model that lets you peel back the layers to see where the WIP stands and which operators are being impacted.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.