As we near year end, the focus of the industry is on results for 2025 and key industry issues and what they portend for 2026.Let’s examine the top five key issues that we believe will shape 2026 for the industry.
1. Supply Chain Constraints will Continue, but Abate Throughout the Year.
continued to impact the industry in 2025, and are not likely to be fully conquered and “back to normal” until 2027.These constraints particularly impacted Airbus, as Boeing was restrained in 737 production by the FAA as a result of the disastrous downfall in quality that manifested in early 2024 and its supply chain was less taxed.
Airbus, coming out of the pandemic, had hoped to be at 75 A320 family aircraft per month by 2025, but has fallen well short of its prior goals.Airbus will fall short of its goal of delivering 820 aircraft in 2025, but is still forecasting an uptick to about 900 aircraft in 2026.Unfortunately, that won’t be enough to keep backlog from continuing at more than a decade for popular models.With new production lines in place in Mobile and Tianjin, Airbus appears geared up for additional production, but constraints continue to prevent it from the competitive success it should be enjoying.
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