There is a lot of anecdotal evidence about this issue. How about some hard data? We spent the past month building delivery models for Airbus, Boeing, and Embraer’s current in-service programs, and this is what we found. From now on,…
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 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,…
These are tough times for the aerospace supply chain. However, it should be good times—orders are great, and backlogs are nearly a decade out. Not so fast. We explained in two articles (first and second) why the OEMs and supply…
Embraer says it is on track to increase the production rate of its commercial and executive jets by twenty percent this year, with another twenty percent increase to follow in 2024. This is despite continued supply chain challenges. “Our growth plan…
AerCap is seeing little improvement in new aircraft delivery delays and expects the imbalance between demand and supply to continue for “several years.” The latest issue with the Pratt & Whitney Geared Turbofan powder metal contamination will worsen this situation.…