Aviation Week's Check 6 Podcast
Why Isn’t Airbus Doing Better?
Nov 8, 2024
Join industry experts Jens Flottau, a veteran commercial aviation journalist, and Sash Tusa, a financial analyst from Agency Partners, as they dissect Airbus's struggles in the competitive airplane market. They explore production challenges rooted in supply chain disruptions and the ripple effects stemming from Boeing's issues. The duo also discusses leadership changes at Airbus and the impending necessity for modernization in production strategies, highlighting how these factors contribute to the company’s stagnation.
24:55
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Airbus is facing significant production challenges due to supply chain issues, impacting its ability to meet aircraft delivery targets amid high customer expectations.
- Recent leadership changes reflect Airbus's urgency to address internal inefficiencies and align operational capabilities with projected delivery goals for future competitiveness.
Deep dives
Airbus Faces Production Challenges
Airbus has experienced significant challenges in ramping up aircraft production despite having a competitive edge over Boeing. While Airbus aims to deliver 770 aircraft this year, it is struggling to meet this target, having delivered only 497 by the end of October. Supply chain issues, particularly with major suppliers such as Pratt & Whitney and Spirit AeroSystems, are hindering progress. Moreover, Airbus's narrow-body output remains significantly below its goals, creating doubts about its ability to rebound in the coming years.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
