Wall Street Journal
• Drew Fitzgerald
Members of Boeing’s largest white-collar union approved sweetened four-year contracts taking effect Oct. 7, ending the threat of a strike by engineers, technicians and scientists. The agreement removes a potential disruption to certification work on delayed aircraft and to Boeing’s production and delivery recovery.
Supply Chain
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Amprius Technologies will use an award of up to $75 million from the U.S. Department of War to convert an existing electric-vehicle battery production line to manufacture high-energy-density cells for unmanned aerial systems.
Airbus is asking some operators to conduct additional inspections of A330neos during scheduled maintenance after a previously disclosed quality lapse involving stray tools. The request adds inspection work for affected aircraft and underscores continuing quality-control scrutiny across the widebody production and support chain.
Satellite hardware providers Anywaves, CesiumAstro, Dcubed, Orbion and ThrustMe are confronting supply chains that are struggling to keep pace with the current market boom. The capacity crunch raises questions about whether suppliers are confident enough in demand to invest in additional production capability.
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Members of Boeing’s largest white-collar union approved sweetened four-year contracts taking effect Oct. 7, ending the threat of a strike by engineers, technicians and scientists. The agreement removes a potential disruption to certification work on delayed aircraft and to Boeing’s production and delivery recovery.
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The Trump administration is slowing exports of aircraft parts to China, according to people familiar with the matter, using Beijing’s dependence on U.S. aviation suppliers as leverage in trade negotiations. The move could introduce additional uncertainty for Chinese airlines, maintenance providers and global aerospace supply chains.
Ontic is acquiring SIRS Navigation’s magnetic compass business, adding products used on legacy aircraft to its portfolio. The transaction is intended to preserve long-term availability and support for aging navigation equipment as operators and maintainers continue to rely on established platforms.
The Republican chair of the Senate Intelligence Committee asked Defense Secretary Pete Hegseth to review Pentagon supply-chain controls after F-35 components were diverted to Hong Kong on a United Parcel Service flight and ultimately ended up in Chinese government hands.
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Commercial manufacturers delivered 903 aircraft in the first eight months of 2026, up 9% year over year and the strongest pace since 2018. Airbus remains confident in its full-year delivery target despite a primer-quality issue affecting about 500 A321neos, while the A350F freighter completed its first flight.
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