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Implications as new delivery rates fade

supply chain management

Airlines and lessors are frustrated by slow delivery rates on their ordered aircraft. We previously wrote a note discussing the recovering supply chain . As the year progressed, the supply chain appeared more stressed than we had thought.  There is…

Airbus slows build rates and cuts A320 delivery goals

2024 06 24 152451

Airbus today formally reduced its earnings and aircraft-delivery goals for the year due to continuing supply-chain issues. Delivery forecasts were cut from 800 to 770 aircraft this year. CEO Guillaume Faury indicated that the supply-chain situation was not getting better,…