Daily Memo: As Demand Surges, Aftermarket Headwinds Are Mostly Internal

Boeing 737 MAX Renton factory
Credit: Belga News Agency / Alamy Stock Photo
Can the aftermarket environment get any better? Many airlines are running every available piece of equipment they have, constrained not by weak demand or other macro factors, but in most cases, labor. The new-aircraft delivery pace is improving but can hardly be called consistent. On the heels of a...

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