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 -0.92%

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

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

Public aviation names

Tracked companies

BAThe Boeing Company
Commercial aircraft, defense, services-0.28%

AIRAirbus SE
Commercial aircraft, helicopters, defense-1.63%

GEGE Aerospace
Engines, services, defense propulsion-0.78%

SAFSafran S.A.
CFM partner, landing gear, interiors, defense-3.20%

RRRolls-Royce Holdings plc
Widebody engines, defense, power systems-1.80%

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

BBD.BBombardier Inc.
Global/Challenger business jets and services+2.33%

Source-linked reads

Current signal flow

Simple FlyingBoeing Completes 737 MAX 7 & MAX 10 Flight Testing, Clearing Path For 2027 DeliveriesSource →Leeham NewsBoeing CEO: Max 7 and Max 10 deliveries in 2027, low margins until 2030Source →Leeham NewsAirbus walks line between shareholder returns and clean-sheet ambitionsSource →World Airline NewsAirbus continues to test the new A350-1000ULR for QANTASSource →Airbus — Commercial AircraftExtending the horizon: Inside the A350-1000ULR’s longest development flightSource →