How's Business At Airbus And Boeing? | Check 6 Podcast

Why It Matters

Boeing’s return to cash flow and Airbus’s supply‑chain challenges will shape market share and pricing dynamics, while soaring jet‑fuel costs intensify airlines’ push for more efficient aircraft, influencing future order books for both manufacturers.

Key Takeaways

• Boeing posted a clean quarter, no surprise charges, revenue up 22B.
• Airbus earnings fell short; deliveries hampered by engine and fuselage issues.
• Jet fuel prices doubled due to Middle East refinery damage, stressing airlines.
• Both OEMs see stable order books despite geopolitical tensions and supply constraints.
• Boeing aims for 52 single‑aisle deliveries per month by next year.

Summary

The Check‑6 podcast examined the latest earnings and operational outlook for the two aerospace giants, Boeing and Airbus. Host Joe Anselmo and editors dissected Boeing’s surprisingly uneventful quarter—no surprise charges, revenue climbing to $22 billion, and a projected shift to positive cash flow—while Airbus reported a dip in commercial earnings, driven by engine shortages, fuselage‑panel setbacks, and delayed Chinese deliveries. Key data points highlighted Boeing’s clean financial slate and its ambition to generate $1‑$3 billion in cash this year, contrasted with Airbus’s negative free cash flow and a 14‑aircraft delivery shortfall versus last year. Both firms noted that the ongoing Middle‑East conflict has spiked jet‑fuel prices—doubling them—and that airlines are prioritizing fuel‑efficient models despite higher operating costs. Notable remarks included Kelly Ortberg’s reassurance that no airline has cancelled or deferred orders, and Guy Norris’s update on Boeing’s certification milestones for the 737 MAX variants and the 777‑9, as well as Airbus’s A320 overtaking the 737 in total production. The discussion also underscored the strategic role of freighters, with Boeing’s 777‑X and Airbus’s A350F programs moving toward first flight. The implications are clear: Boeing appears on a path to financial recovery, but its success hinges on ramping single‑aisle output and resolving the GE9X seal issue. Airbus must navigate supply‑chain bottlenecks to meet delivery schedules, while both OEMs watch fuel‑price volatility that could reshape airline purchasing decisions and accelerate demand for next‑generation, fuel‑saver aircraft.

Original Description

Aviation Week's Joe Anselmo, Michael Bruno, Jens Flottau and Guy Norris record a podcast discussing recent earnings updates from Airbus and Boeing that saw the duopoly shrug off the Gulf War but note persisting supply chain issues. A freighter battle between the two is also heating up.

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