Airbus has informed its airline customers that aircraft delivery delays are likely to persist for at least another three years, with the situation expected to normalize only by 2028. The continued delays are primarily attributed to persistent supply chain disruptions, particularly involving aircraft engines and critical structural components.
Spirit AeroSystems Holdings, one of the world’s largest independent manufacturers of aircraft structures, has reported a challenging first quarter for 2025, marked by a 11% drop in revenue to $1.5 billion and a substantial net loss of $613 million.
Yakovlev, a prominent Russian aircraft manufacturer, reported a net profit of US$138.4 million for the year 2024, despite withholding key financial metrics such as revenue, cost of sales, and other supporting data. The announcement provides a limited but notable glimpse into the company’s financial status amid a sensitive geopolitical and industrial climate.
United Aircraft reported a significant reduction in its net loss to US$172.4 million for the year 2024, as annual revenues climbed 13.1% to US$6.5 billion. The improved results mark a step forward in the Russian manufacturer’s post-crisis financial recovery.
Delta Air Lines is drawing a firm line in the sand regarding tariffs imposed on aircraft manufactured by Airbus, refusing to absorb the added costs associated with trade measures targeting European aerospace imports. The move marks a potential flashpoint in global aviation, as airlines across continents face increasing pressure from geopolitical economic policy shifts.
Brazilian aircraft manufacturer Embraer has approved a share buyback program targeting its own issued shares, with plans to acquire up to 1.0 million shares within a 12-month period ending March 2026.
The Federal Aviation Administration (FAA) will maintain its current 38-aircraft-per-month production cap on the Boeing 737 MAX, citing a “breach of trust” as the reason for delaying any increase. U.S. Transportation Secretary Sean Duffy confirmed the decision, stating that while Boeing is making progress, the agency will not authorize a production ramp-up at this time.
Fitch Ratings (US) has reported that Boeing is making early progress in resuming production, following recent challenges, while also working to reduce legacy inventory and improve supply chain management. These developments are seen as critical factors in Boeing’s long-term operational and financial recovery.
Spirit AeroSystems Holdings, Inc., a major supplier of aerostructures for commercial and defense aircraft, has announced its financial results for the fourth quarter of 2024. The company reported revenues of $1.7 billion, an operating loss of $577 million, and a net loss of $631 million, reflecting continued financial pressures despite an increase in production output.
Airbus is facing significant supply chain challenges, leading to a delay of up to one year for the A350F freighter program. Additionally, the manufacturer is encountering hurdles in increasing A350 production in the coming months due to component shortages and logistical constraints.
