Around a decade after preparing to divest its aerostructures businesses, Airbus is now reversing course and wants to keep component manufacturing inside the group for the long term.
The potential demand forecast for tens of thousands of delivery drones and air taxis means there is a growing need for propellers and rotors with better performance, lower noise and easier producibility.
The big lessors are in much better financial shape than their customers, and their market share and influence will only rise as they provide customers financial help.
Olivier Andries has to helm the super-Tier 1 manufacturer as it navigates a still-turbulent environment while longer term Safran will have to offer new concepts to decarbonize commercial aviation.
Leading Tier 1 supplier Spirit AeroSystems and the U.S. Export-Import Bank (Ex-Im) have inaugurated a new kind of federally backed, discounted-rate lending for aerospace suppliers—beginning with a $40 million transaction based on receivables from Spirit’s lower-tier providers.
Investors are still looking for signs of reassurances that Boeing is still protecting its ability to ultimately bounce back with new products later this decade.