『Airbus Cuts Delivery Forecast as Pratt & Whitney Holds the Industry Hostage』のカバーアート

Airbus Cuts Delivery Forecast as Pratt & Whitney Holds the Industry Hostage

Airbus Cuts Delivery Forecast as Pratt & Whitney Holds the Industry Hostage

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Airbus has lowered its full-year delivery guidance to 870 aircraft after a brutal Q1 2026: operating profit fell 52% to 300 million euros, and commercial deliveries dropped 16% year-on-year to just 114 aircraft. The culprit is Pratt & Whitney, whose GTF engine shortages are leaving finished A220s and A320-family jets sitting on the tarmac waiting for powerplants. Strong demand is not the problem — gross orders surged 46% to 408 aircraft in Q1. The pipeline is. Airbus is carrying a backlog worth hundreds of billions of dollars while a supplier in East Hartford, Connecticut sets the ceiling on how many aircraft it can actually ship.

The episode also examines Boeing's parallel story. After years of crisis — from the Max grounding to the Alaska Airlines door blowout — Boeing posted a narrower loss in its latest quarter, and analyst sentiment has begun to shift. The relative momentum between the two manufacturers is quietly inverting, even if Boeing is rebuilding from a very low base.

Also covered: an emerging jet fuel availability situation affecting European carriers, with flight cancellations reported and details still developing; and a 34 million dollar FAA Airport Improvement Program funding package across 20 North Dakota airports, including the largest single award to Hector International in Fargo.

Three signals to watch heading into Q2: any updated timeline from Pratt & Whitney on engine supply recovery, Boeing's next quarterly results, and whether the European fuel disruption widens in scope.

This episode includes AI-generated content. A YesOui.ai Production.

This episode includes AI-generated content.
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