Sector intelligence

OEM + Engine Intelligence

Boeing, Airbus, engine OEMs, production cadence, certification, backlog, supply-chain constraints, and aftermarket services read-throughs.

Track this sector

Current tape

Mixed / soft -0.92%

OEM/engine tape is under pressure; watch deliveries, engine durability, production cadence, supply chain, and aftermarket services. Leader: BBD.B; pressure: SAF.

Deliveries vs guidance
Engine durability and shop-visit pressure
Production-rate moves
Supplier constraints
Order quality and cancellations

Public aviation names

Tracked companies

BAThe Boeing Company
Commercial aircraft, defense, services-0.28%

AIRAirbus SE
Commercial aircraft, helicopters, defense-1.63%

GEGE Aerospace
Engines, services, defense propulsion-0.78%

SAFSafran S.A.
CFM partner, landing gear, interiors, defense-3.20%

RRRolls-Royce Holdings plc
Widebody engines, defense, power systems-1.80%

ERJEmbraer S.A.
Regional jets, E-Jets, executive jets, defense-1.06%

BBD.BBombardier Inc.
Global/Challenger business jets and services+2.33%

Source-linked reads

Current signal flow

Simple FlyingLATAM Airbus A320 Veers Dozens Of Feet Off Runway In Rainy BrazilSource →Leeham NewsAirbus Once Boasted of More Widebody Sales Than Boeing; Now Distant SecondSource →Leeham NewsPontifications: Disturbing Trends at AirbusSource →World Airline News15 years on, the 787 Dreamliner continues to leadSource →World Airline NewsAmerican Airlines celebrates expanded access to Flagship Dining with exclusive offering from KHK Wines and K+M Extravirgin Chocolate pairing curated by Chef Thomas KellerSource →