Sector intelligence

OEM + Engine Intelligence

Boeing, Airbus, engine OEMs, production cadence, certification, backlog, supply-chain constraints, and aftermarket services read-throughs.

Track this sector

Current tape

Mixed / soft -0.42%

OEM/engine tape is balanced; watch deliveries, engine durability, production cadence, supply chain, and aftermarket services. Leader: AIR; pressure: BBD.B.

Deliveries vs guidance
Engine durability and shop-visit pressure
Production-rate moves
Supplier constraints
Order quality and cancellations

Public aviation names

Tracked companies

BABOEING CO
Commercial aircraft, defense, services-0.91%

AIRAIRBUS
Commercial aircraft, helicopters, defense+1.11%

GEGENERAL ELECTRIC CO
Engines, services, defense propulsion+0.11%

SAFSAFRAN
CFM partner, landing gear, interiors, defense-0.60%

RRROLLS ROYCE HOLDINGS
Widebody engines, defense, power systems-0.25%

ERJEmbraer S.A.
Regional jets, E-Jets, executive jets, defense-1.06%

BBD.BBombardier Inc.
Global/Challenger business jets and services-1.31%

Source-linked reads

Current signal flow

Simple FlyingConfirmed: Virgin Australia Expecting 1st Boeing 737 MAX 10 Delivery In Late 2027Source →Leeham NewsAirbus’ Next New Airplane Part 6: The SWOT for AirbusSource →Simple FlyingWhy Delta Air Lines' Brand-New Airbus A321neos Are Sitting In The Desert While It Flies 44 Recliners InsteadSource →Simple FlyingHere's How The Boeing 787 Dreamliner Permanently Rewrote Long-Haul EconomicsSource →World Airline NewsA double 100 for American AirlinesSource →