787 assembly line

Boeing Supply Chain Streamlining Pressure Continues

The takeaway: Boeing is re-working supplier contracts to shave costs and generate more aftermarket revenues, especially on so-called build-to-print parts for which it owns the design data but farms out Read More

Haeco Americas

Haeco Americas Outlook Solid As Airframe Demand Improves, OEM Seat Contract Landed

The takeaway: Losses at Haeco Americas grew in 2016, but Haeco Group is confident that the former Timco operation, now focused exclusively on MRO and cabin services, is on the Read More

Aircraft inspection

Low Fuel Prices Boosting Returns From Storage, Oliver Wyman Data Show

The takeaway: A 50% jump in returns from storage in 2016 suggests that lower fuel prices are keeping older aircraft in service longer, leading to strategic shifts in airline fleet Read More

767 airframe MRO

MRO Market Insulated From Most Macro-economic Shifts, New Forecast Says

The takeaway: The airline aftermarket, driven by aircraft usage necessary to meet demand, is growing. Perhaps the biggest question is how quickly current-generation aircraft are parked. Absent a catastrophic, 9/11-like event Read More

Hangar shot

MRO Providers See Growth; Staffing Challenges, ARSA Survey Finds

The takeaway: MRO providers responding to the latest ARSA survey see bullish demand ahead. Their biggest challenge: staffing up to meet it. The near-term outlook for aftermarket providers is bullish, Read More

AAR's Lake Charles facility

MRO Market To Grow At 3.8% Annually, Latest Oliver Wyman Figures Show

Oliver Wyman’s latest commercial airline transport fleet and MRO forecast, covering 2017-2027, is done. Big-picture figures from the forecast’s detailed summary report (.pdf) include a 3.8% compound annual growth rate (CAGR) Read More

AeroTurbine Goodyear facility

Closing Gaps In Technician Pipeline Key To Offsetting Mechanic Shortage

In brief:  About 25% of aviation technical school graduates do not enter the aviation industry. Figure, from ATEC survey, suggests 750 mechanics lost in 2015 from about 50 top schools. Read More

Hangar shot

2016 Q4 Aftermarket Numbers, Notes

This page will collect aftermarket-related notes from certain public companies with notable MRO business. All information is sourced from company reports/earnings call unless noted. Posted in alphabetical order. This page Read More

Trent 700-powered Airbus A330

Aircastle: Current-Gen Widebody Lease Market Weak But Stable

Lease rates on current-generation widebodies remain weak, but moves by a variety of operators to add or extend leases on aircraft such as Airbus A330s and Boeing 777-300ERs suggests the Read More

Emirates 747-400F

Growing Cargo Capacity Continues To Pressure Freighter Market

In brief:  Widebody cargo capacity has risen in seven straight quarters. Higher belly capacity of new passenger widebodies is part of the cause, but new freighters are on the rise Read More

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