Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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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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Boeing to cut 5% of Commercial Aircraft Workforce
Boeing Commercial Airplanes head Stephanie Pope announced that the business unit will cut 5% of its workforce by year-end. The reduction in force will combine layoffs and attrition, as detailed in an email to employees. About 50,500 employees work in the commercial airplanes division, so a 5% reduction would…
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How War-Risk Coverage Gives Emirates the Ultimate Gulf Edge
War-risk insurance is now a competitive advantage in the Gulf. Emirates reportedly pays about $100,000 a week to cover its whole fleet. Foreign rivals were quoted $70,000 to $150,000 per flight. Both figures date from March, per the Financial Times. We have seen no updates. What the Market Is…
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Fuel costs outpace IAG revenue, profits plunge 16%
IAG’s 3Q26 operating profit fell 16% to €1,726m, and fuel rose €570m on €416m of new revenue. The 17.7% margin still beat Lufthansa at 11.5% and Air France-KLM at 13.6%, though definitions differ. The Quarter IAG reported on November 6. Operating profit is before exceptional items. Company-compiled consensus was…
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Lufthansa’s EBIT +6% on hedging; core brand lags
Lufthansa grew 3Q26 adjusted EBIT by 6% to €1.41bn, and a fuel hedge did the heavy lifting. Lufthansa Airlines, the core brand, is still €180m in the red over nine months. Lufthansa reported on November 3. Reuters had the consensus at €1.38bn, so EBIT beat. Revenue missed, per Investing.com.…
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