Market Open Brief · July 31, 2026 · built 1:07 AM ET
AAR Corp. leads the aviation tape at +3.23%
Safran S.A. is the weakest read-through at -3.20%
Leaders
Names under pressure
Battlefields
Six reads that matter
MTU growth plan on track as powder-metal AOGs ‘resolved by year-end’
Leeham News flags this as mro / aftermarket: MTU growth plan on track as powder-metal AOGs ‘resolved by year-end’. Public metadata points to: Free for nonsubscribers By Thomas Blackwood July 30, 2026, © Leeham News: Revenue and profits at Germany’s MTU Aero Engines were up in the first half of 2026, driven by a strong or. Aviation Signal reads it through shop capacity, parts scarcity, PMA/substitution demand, and operator cost pressure.
Qantas Axing Airbus A380 Flights From Major Airport: Here’s the Final Date
Simple Flying flags this as oem / production: Qantas Axing Airbus A380 Flights From Major Airport: Here’s the Final Date. Public metadata points to: The final flight of Qantas' Airbus A380 from Melbourne to Los Angeles on October 24 marks the end of an era, as the airline opts for Boeing 787-9.. Aviation Signal reads it through delivery cadence, supplier pressure, backlog quality, certification risk, and customer slot scarcity.
Boeing CEO: Max 7 and Max 10 deliveries in 2027, low margins until 2030
Leeham News flags this as oem / production: Boeing CEO: Max 7 and Max 10 deliveries in 2027, low margins until 2030. Public metadata points to: Free for nonsubscribers By Karl Sinclair July 28, 2026, © Leeham News: Boeing chief executive Kelly Ortberg has reiterated that the airframer expects to soon secure an amended type. Aviation Signal reads it through delivery cadence, supplier pressure, backlog quality, certification risk, and customer slot scarcity.
The Single Remote Airport That Makes A South Pacific Crossing On The Airbus A350 Possible
Simple Flying flags this as oem / production: The Single Remote Airport That Makes A South Pacific Crossing On The Airbus A350 Possible. Public metadata points to: This island airport holds significance for long-haul flights in its vicinity.. Aviation Signal reads it through delivery cadence, supplier pressure, backlog quality, certification risk, and customer slot scarcity.
10 Abreast In Economy: Philippine Airlines Airbus A350-1000 Flight Review
Simple Flying flags this as oem / production: 10 Abreast In Economy: Philippine Airlines Airbus A350-1000 Flight Review. Public metadata points to: I flew Philippine Airlines' A350-1000 on a long-haul flight in economy, and I probably wouldn't want to do it again.. Aviation Signal reads it through delivery cadence, supplier pressure, backlog quality, certification risk, and customer slot scarcity.
Rolls-Royce raises earnings guidance as engine time-on-wing program accelerates
Leeham News flags this as public markets / finance: Rolls-Royce raises earnings guidance as engine time-on-wing program accelerates. Public metadata points to: Free for nonsubscribers By Thomas Blackwood July 30, 2026, © Leeham News: Rolls-Royce has raised its guidance for the full year after underlying profit soared by 46% to £2.5bn in t. Aviation Signal reads it through ticker movement, margin expectations, execution credibility, and valuation read-throughs.
What to watch next
- FMP providerStatus and stale quote recovery after market open.
- OEM/engine names leading or lagging sector heat.
- Airline capacity stories that translate into aircraft, MRO, or supplier demand.
- Aftermarket scarcity signals: PMA, spares, AOG, shop capacity.
- Official releases that confirm or contradict media narratives.
Editorial rule: every story links to the original source and adds Aviation Signal’s own commercial read-through. No copied article bodies, no copied images, no paywall bypass.
Public-source commentary. Market data may be delayed. Not investment advice.