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Fleet moves, OEM updates, MRO pressure, airline capacity, defense programs, and public-market action converted into a decision-ready aviation terminal.
MARKET OPENMay 5, 2026 · 6:30 AM ET
Today’s aviation signal: airline capacity is the commercial map
TOP RISKcapacity disruption
HOT TAPEOEM / suppliers
WATCH NEXTearnings + guidance
BA221.30 −2.67%
AIRramp watch
GEservices
RTXGTF
TDGaftermarket
HEIPMA
DALpremium
UALcapacity
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BoeingNYSE:BA · OEM bellwetherDelayed public market snapshot. Not investment advice.
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NYSE:BABoeingDeliveries, certification, backlog, cash flow
EURONEXT:AIRAirbusProduction ramp, A321XLR, A350F, backlog
NASDAQ:HONHoneywellAvionics, APUs, aerospace systems, defense electronics
NYSE:GEGE AerospaceEngines, services, utilization, shop visits
NYSE:RTXRTXPratt, Collins, defense, avionics, GTF
NASDAQ:FTAIFTAI AviationEngine modules, leasing, aviation products, aftermarket
PAR:SAFSafranCFM, landing gear, interiors, equipment
LSE:RRRolls-RoyceWidebody engines, defense propulsion, services
XETRA:MTXMTU Aero EnginesEngine modules, MRO, GTF exposure
NYSE:TDGTransDigmAftermarket pricing power and components
NYSE:HEIHEICOPMA, component alternatives, MRO pressure
NYSE:ERJEmbraerRegional jets, executive jets, defense backlog
TSX:BBD.BBombardierGlobal, Challenger, bizav services, backlog
NYSE:DALDeltaPremium demand, fleet, margins, MRO
NASDAQ:UALUnitedInternational capacity, widebody demand, fleet
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CapacityAirline Capacity IntelligenceRoutes, fleets, utilization, airports, and read-throughs
OEMsOEM Production TrackerBoeing, Airbus, engines, certification, backlog
MROMRO + Aftermarket IntelligenceShop visits, AOG, parts, PMA, scarcity, pricing power
MarketsAviation Market DashboardPublic tickers mapped to business implications
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