Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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2026 Delivery Targets Meet Reality as Supply Chains Creak
There are 51 days left in this year, and the duopoly is struggling. Deliveries are not meeting required rates. Here’s a chart we post daily on LinkedIn as the year-end approaches. Keep an eye out for it if you want to track this along with us. It was popular…
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SIA’s 2Q profit quadrupled; Air India did most of it
Singapore Airlines’ second quarter was fine. Its first half wasn’t. Net profit rose fourfold in 2Q and still fell 44% for the half. Historic good results are historic. The Half SIA reported on November 11 for the six months to September 30. Group passenger yield rose 12.2% in 2Q…
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Is an Unpredictable Supply Chain the New Normal?
Aircraft OEMs are struggling to ramp up production rates. The reason, again and again, is blamed on supply chain problems that peaked during the global pandemic. But that pandemic was six years ago. What has changed structurally and behaviorally to make supply chains less reliable and OEM delivery schedules…
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Boeing October 2026 Orders & Deliveries
Boeing’s October data, posted today, shows 49 deliveries and 165 gross orders, with no cancellations. Here’s our assessment of the month’s business. Where we can identify the MAX models in orders, we’ve done so. AirInsight The Month Deliveries fell 14% from September and about 8% from October 2025, per…
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Embraer revenue hits a record, but airliners earn only 2.4%
Embraer posted record 3Q26 revenue of $2.35bn, up 17%. Commercial Aviation, the airliner unit, earned a 2.4% margin, and supplier compensation helped. The Quarter Embraer reported on November 10. Figures are adjusted unless noted. A Finviz preview on November 8 had revenue consensus at $2.30bn. Revenue beat by about…
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How to Break Into Aerostructures: Who Still Qualifies
The world’s largest independent aerostructures supplier no longer exists. How does that change who gets to build airplanes? If Spirit is gone, how does anyone new get in? First, what happened? Boeing closed its $4.7bn purchase of Spirit AeroSystems on December 8, 2025. Including debt, the enterprise value was…
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