SUPPLY CHAIN QUALITY GOING FULL CIRCLE?
The tightening of quality oversight will cause production headwinds in the future. Supply Chain Quality Going Full Circle? Two years ago Charles Edwards identified substantial quality oversight of the supply …
Our Insight
2021 Q2 EARNINGS CALL ROUNDUP
Cost pressures, labor problems and 787 production issues continue to disrupt the supply chain, while some companies engage in M&A to combat underutilization in the short-term. Headlines A few consistent …
2020 Q4 EARNINGS CALL ROUNDUP
Inventory overhang becomes crucial as programs begin to ramp up. The different coping strategies companies used during COVID account for the myriad of problems faced by suppliers today. Headlines Given …
WHEN A BOUNTIFUL ORDER BOOK IS NOT HEALTHY
This is a cautionary tale from a little over a decade ago. Read this article on AVIATION WEEK
2020 Q3 EARNINGS CALL ROUNDUP
Recovery from the COVID pandemic has led to strategic repositioning among suppliers. Headlines The lead story this quarter is the pivot from tactical actions in response to the impact of …
2020 Q2 EARNINGS CALL ROUNDUP – SUPPLIERS
Defense spending is not enough to offset the drop in commercial sales. Suppliers may be able to weather the storm by borrowing cash but will still face capacity and capability …
2020 Q2 EARNINGS CALL ROUNDUP – OEMS
Defense OEMs are weathering the pandemic much better than Commercial OEMs. Headlines That the impact of the pandemic on commercial aerospace is worse than expected was confirmed by the major …
TACTICAL RESPONSES WITH STRATEGY IN MIND
Despite this Force Majeure event, there are many tactics aerospace suppliers can employ to live to fight another day. In this time of great uncertainty, there is nothing for aerospace …
MORE MAX TURBULENCE
The 737MAX production shut down is a serious blow to aerostructures subtier suppliers and will likely constrain build rates in the future. 737MAX is once again in the news, only …
INCENTIVE TO INVEST?
The lack of incentive for raw material mills to invest in excess capacity may hamstring efforts to achieve build rates that the primes set. In the midst of the concerns …
