Airbus Faces Supply Chain Challenges Amid Boeing Strike

Despite Boeing's labor issues, Airbus struggles with engine and structural part shortages, impacting its production targets.

• Airbus delivered 50 aircraft in September, down from 55 last year, putting pressure on its annual target of 770 planes.
• Supply chain issues, particularly with Spirit AeroSystems and CFM International, are causing delays in Airbus's production schedule.
• Airbus has deployed staff to Spirit AeroSystems plants to assist with production of A350 and A220 parts.
• The company needs to increase deliveries by 11% in the fourth quarter to meet its annual target, but analysts expect a possible reduction to 750-760 planes.
• Airbus's stock has been affected by these challenges, though it still benefits from Boeing's ongoing regulatory and labor disputes.

4 Articles

Quartz CNBC