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…
Today’s key stories focus on Boeing’s planned acquisition of Spirit AeroStructures, with a deal reportedly almost complete, but different from the initial offer in that stock, rather than cash, will be utilized for the transaction. That will dilute existing shareholders…
The recent temporary rate cuts on the Boeing 787 due to continuing safety issues and inspections has resulted in repercussions in the supply chain across the ocean. Leonardo, who build two sections of the 787 fuselage in Italy, has temporarily…
Airbus announced its 2024 delivery guidance update ; our delivery data signaled this was coming. The rolling average guides to a lower July as well. For context, here is the same data for Boeing. Whereas the Airbus trend is softening,…
Airlines are waiting for aircraft to be delivered, and aircraft OEMs are waiting for suppliers to increase production so they can raise output themselves. But all it takes is one missing part to ground an airliner or stop a production…
Last year, we saw big wage and salary increases among US airlines. Being a global industry with a skilled and mobile workforce, this wave didn’t take long to hit Europe. After the pilots came cabin crew and the wave kept…