{"id":42591,"date":"2025-01-23T07:04:30","date_gmt":"2025-01-23T07:04:30","guid":{"rendered":"https:\/\/peraltafinancing.com\/airbus\/earnings-pay-closer-attention-to-the-supply-chain-than-to-the-oems\/"},"modified":"2025-01-23T07:04:30","modified_gmt":"2025-01-23T07:04:30","slug":"earnings-pay-closer-attention-to-the-supply-chain-than-to-the-oems","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=42591","title":{"rendered":"Earnings: Pay closer attention to the supply chain than to the OEMs"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p><strong>Subscription Required<\/strong><\/p>\n<p><strong>By Scott Hamilton<\/strong><\/p>\n<p><strong><a href=\"https:\/\/leehamnews.com\/wp-content\/uploads\/2025\/01\/Earnings-Logo.png\"><img decoding=\"async\" class=\"alignleft size-full wp-image-45992\" src=\"https:\/\/leehamnews.com\/wp-content\/uploads\/2025\/01\/Earnings-Logo.png\" alt=\"\"\/><\/a>Jan. 23, 2025, \u00a9 Leeham News<\/strong>: Earnings season begins today. Among the companies followed by <em>LNA, <\/em>GE Aerospace and Hexcel report today. RTX and Boeing report next week. ATI and Spirit AeroSystems follow the week after. Other suppliers follow then.<\/p>\n<p>Airbus doesn\u2019t report until Feb. 20. Rolls-Royce reports on Feb. 27.<\/p>\n<p>The manufacturers draw the headlines, but <em>LNA<\/em> found long ago that the supply chain often provides better information to draw conclusions about the future than listening to the OEMs. All it takes is one supplier to fall down on the job to muck up the works for the OEMs.<\/p>\n<p>That\u2019s not to say listening to the OEMs is not important. Clearly, it is. But there\u2019s just no getting around it: the credibility of many of the OEMs is damaged. Airbus hasn\u2019t hit its production ramp up targets in years. Quality control suffers. And deliveries are consistently late.<\/p>\n<p>Steven Udvar-Hazy, executive chairman of the board for Air Lease Corp, says that every single Airbus aircraft, 250 of them, has been late since 2017. That\u2019s long before the pandemic began in March 2020, which caused such disruption continuing to this day. Airbus was still delivering A320ceos during 2017 and 2018, which didn\u2019t have engine issues.<\/p>\n<p>Boeing\u2019s credibility speaks for itself. It doesn\u2019t matter that it has a new CEO. Until Boeing starts <em>performing,<\/em> anything it currently says is <em>hope,<\/em> not <em>performance.<\/em> Post-strike delivery recovery will be an important indicator of Boeing\u2019s performance in the essentially truncated fourth quarter and January.<\/p>\n<p>Suppliers often discuss information on their earnings calls that provides a better understanding of production rates at the OEMs and where downstream issues are or are emerging.<\/p>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Subscription Required By Scott Hamilton Jan. 23, 2025, \u00a9 Leeham News: Earnings season begins today. Among the companies followed by LNA, GE Aerospace and Hexcel report today. RTX and Boeing report next week. ATI and Spirit AeroSystems follow the week after. Other suppliers follow then. Airbus doesn\u2019t report until Feb. 20. Rolls-Royce reports on Feb. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":42592,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12027],"tags":[8623,917,8242,12829,26542,11007,2908],"dealstore":[],"offerexpiration":[],"class_list":["post-42591","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-airbus","tag-attention","tag-chain","tag-closer","tag-earnings","tag-oems","tag-pay","tag-supply"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Earnings: Pay closer attention to the supply chain than to the OEMs - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=42591\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Earnings: Pay closer attention to the supply chain than to the OEMs - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Subscription Required By Scott Hamilton Jan. 23, 2025, \u00a9 Leeham News: Earnings season begins today. Among the companies followed by LNA, GE Aerospace and Hexcel report today. RTX and Boeing report next week. ATI and Spirit AeroSystems follow the week after. Other suppliers follow then. Airbus doesn\u2019t report until Feb. 20. Rolls-Royce reports on Feb. 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