Before the US Chamber of Commerce Global Aerospace Summit in Washington, DC, we got to spend a few minutes...
Airbus
We love working with data. Here’s a data visual starting in 2000 through last month, using Airbus O&D reports....
Airbus numbers are out, and our model is updated. Notes: August 2025: 61 deliveries to 39 customers; 99 gross...
Airbus is sitting on more WIP than expected. The engine supply situation is vexing single-aisle deliveries. Cabin fixtures are...
The current generation of aircraft claims fuel efficiency and economic improvements of 15% or more in financial performance over...
We have written extensively about Boeing’s recovery this year. It’s time to reflect on the trickle-down impact on engines....