Space Intel Report
• Peter B. de Selding
York Space Systems said a sudden shift in U.S. government contracting policy for space hardware, compounded by a supply-chain disruption, drove a 32% reduction in its projected 2026 revenue. The company said delayed contracts—not lost business—will support a rebound in 2027.
Supply Chain
Latest source-backed stories
York Space Systems said a sudden shift in U.S. government contracting policy for space hardware, compounded by a supply-chain disruption, drove a 32% reduction in its projected 2026 revenue. The company said delayed contracts—not lost business—will support a rebound in 2027.
Boeing is on pace to replace cracked metal structures inside the two aircraft being modified as the next Air Force One fleet, according to the U.S. Air Force. The retrofit remains on track for completion ahead of targeted delivery in mid-2028, preserving the program’s current schedule.
Chinese customs data show that exports of rare-earth yttrium to the U.S. increased in July, potentially providing near-term relief to aerospace buyers. The material is used in critical aviation applications, making export flows an important indicator for companies managing supply-chain exposure to China.
Radia is advancing development of the 109-meter WindRunner, a purpose-built cargo aircraft designed to transport oversized loads that cannot fit inside conventional freighters. The project is now moving into industrialization, with production taking shape through a global supply chain as the developer expands its plans.
Azul CEO John Rodgerson says Pratt & Whitney engine availability problems that kept part of the airline’s Embraer E195-E2 fleet grounded for much of the past four years have been overcome. Individual aircraft may still be unavailable, but the engine issue no longer grounds the type across the fleet.
PDW is seeking a loan from the Pentagon’s Office of Strategic Capital to expand beyond its 90,000-square-foot Drone Factory 01 in Huntsville, Ala. The financing would support additional capacity for manufacturing drones and key components as the company targets production supporting U.S. output of one million drones annually.
America’s space economy is growing faster than the industrial base needed to support it, making supply chain resilience the industry’s next major challenge. The mismatch places manufacturing capacity, supplier depth and production scalability at the center of continued expansion across the sector.
High activity
Airbus is pressing to raise A320neo-family production to 75 aircraft per month while expanding its Belfast wing facility to support an A220 build rate of 13 aircraft monthly by 2028. The 6,221-square-meter extension adds infrastructure and jobs as Airbus works to improve the program’s economics.
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