Aircraft Manufacturing (OEMs) News

Aircraft Manufacturing (OEMs)

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Boeing’s rough week puts management’s performance under scrutiny

After Boeing’s earnings call earlier this week, positive headlines were scarce. CEO Kelly Ortberg’s prepared remarks included an acknowledgment about the U.S.; the article argues that management may nonetheless deserve some credit, though the available report summary gives no further detail on the issue or the basis for that assessment.

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FlightGlobal

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Global air cargo demand rose 7.7% in September as Boeing sees freighter fleet exceeding 4,000 by 2045

IATA reported a 7.7% year-on-year increase in global air cargo demand in September 2026, or 8.6% for international operations, even as passenger figures fell and higher jet fuel prices pressured profitability. Boeing forecasts cargo traffic will double by 2045, lifting the global freighter fleet to 4,010 aircraft; Middle East demand grew 3.8%.

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Reuters

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Gulfstream targets 200 annual deliveries by 2030 as orders rise 30%

Gulfstream plans to deliver 200 aircraft annually by 2030, with General Dynamics saying the target is achievable within existing plans. Orders rose 30% in the first nine months of 2026; exceeding 200 deliveries a year would require further investment in production capacity.

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Air France-KLM and Airbus establish A350 component joint venture

Air France-KLM and Airbus have established a joint venture focused on components for the A350, creating a new formal link between the airline group and the aircraft manufacturer around the widebody program. The available report does not specify the venture’s scope, ownership structure or operating plans.

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AeroTime

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Boeing and Lufthansa Technik extend commercial-aircraft spare-parts agreement by three years

Announced at MRO Europe, the renewed agreement covers more than 6,500 part numbers across Boeing’s commercial aircraft types. The extension continues Boeing’s Tailored Parts Package arrangement with Lufthansa Technik, with the companies citing improved parts availability, cost predictability and maintenance planning.

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ch-aviation

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Aeroflot eyes third contract for 92 more MC-21s

Aeroflot is considering a third contract covering 92 additional MC-21s, according to a report whose full details are available only to subscribers. The article title does not specify timing or whether the potential agreement has advanced beyond consideration.

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