Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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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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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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