Speaker
Sean Broderick
4 bits across the podcasts they've appeared on
Robust Q1 performance and stable engine overhaul queues have led several major engine manufacturers to upgrade their financial outlooks for the upcoming quarters.
Supply chain friction and engine delivery delays are pushing Airbus's monthly narrowbody production targets further to the right.
Because airlines pay monthly for ongoing maintenance agreements, critical engine overhauls are highly insulated from sudden airline cash-flow adjustments.