Airbus WIP: Supply Chain Delays Impact Deliveries

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.