Reuters
Airbus’ commercial aircraft chief expressed strong confidence in the company’s 2026 delivery target, even as an industrial disruption poses a near-term challenge. The comments signal that Airbus does not currently view the issue as a threat to its planned delivery trajectory.
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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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Airbus’ commercial aircraft chief expressed strong confidence in the company’s 2026 delivery target, even as an industrial disruption poses a near-term challenge. The comments signal that Airbus does not currently view the issue as a threat to its planned delivery trajectory.
Airbus may shift delivery of as many as 20 A321neo aircraft from September into the fourth quarter, Reuters reports, as the manufacturer addresses a recently disclosed quality issue involving fuselage panels. The potential deferrals add another variable to airline fleet planning and Airbus’ delivery execution.
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Severe rainfall and flooding in Bangkok left Suvarnabhumi and Don Mueang airports open but disrupted ground handling, baggage delivery and flight schedules. Thai Airways canceled several services, including Bangkok–Singapore flights, while working to clear about 5,000 to 5,600 stranded bags within 72 hours.
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The U.S. Air Force awarded Raytheon a five-year AMRAAM production contract with two option years valued at up to $20.7 billion. The deal is intended to accelerate output for U.S. and allied forces, strengthening domestic production and the missile’s supply chain as demand rises across 44 countries.
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The Pentagon awarded RTX’s Raytheon business a provisional $20.7 billion multiyear AMRAAM contract aimed at nearly doubling output, alongside Boeing’s $75 million JDAM Long Range production award and a $123.8 million Northrop Grumman contract for F-35 APG-85 radar components.
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Airbus has identified a coating defect on fuselage stringers supplied by a subcontractor on around 500 A321neo aircraft. Rework may take up to nine days per aircraft, while affected operators could have as long as two years to complete repairs, adding pressure to September delivery targets.
Defense is attracting more private capital, but barriers are limiting investment in critical bottleneck areas, according to a new study by the Aerospace Industries Association and Bain & Company. The findings point to constraints beyond funding that could impede industrial-base expansion and capacity growth.
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