Leeham News and Analysis
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“Resilience is key” to Airbus production ramp-up
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By David Slotnick
March 5, 2026, © Leeham News: Airbus’ head of procurement shared a rallying cry for both OEMs and suppliers at the Pacific Northwest Aerospace Alliance (PNAA) in suburban Seattle on Feb. 10, ahead of the European planemaker’s plans to increase production to record-breaking rates.
Florian Seidel. Source: Florian Seidel.
In a speech at the annual conference, Florian Seidel, the chief of strategic procurement at Airbus Americas, urged the entire supply chain from top to bottom to focus on working “like Swiss clockwork” as manufacturing increases and airline customers continue to require support throughout each aircraft’s operating life.
The call for continued close collaboration and efficiency comes as Airbus sets its sights on production rates that exceed even peak pre-pandemic levels. While Airbus plans to increase rates on all of its commercial programs, Seidel described the target on the A320-family — 75 per month in 2027 — as “the most impressive” ramp-up, requiring a “huge effort across the entire supply base.” (Update: A week later, during the Airbus earnings call for 2025, this target has shifted to 2028.)
Additionally, Airbus plans to grow the A220 to 12 per month this year, the widebody A330 to 5 per month by 2029, and the flagship A350 to 12 per month in 2028.
“Resilience is key” to making that ramp-up successful and sustaining those rates, Seidel said.
“This is a ramp-up that’s unprecedented, and that we require the resolve of the entire supply base to make it happen,” he added.
Boeing defects and rework fell due to better supplier relations: exec
By Justin Bachman
Feb. 26, 2026, © Leeham News: Boeing has seen quality rework hours on aircraft production drop 40% over the past year as its supplier base has trimmed defects, aiding the company’s recovery, Boeing’s supply chain head said.
Ihssane Mounir, the head of the Boeing Commercial Airplanes supply chain, at the 2024 PNAA conference. Credit: Leeham News.
The rework decrease through 2025 is “incredible and very significant,” Ihssane Mounir, senior vice president of Global Supply Chain and Fabrication for Boeing Commercial Airplanes (BCA), told supplier partners, speaking Feb. 11 at the annual Pacific Northwest Aerospace Alliance (PNAA) conference in suburban Seattle.
“When you think about how that happened, it’s a whole slew of things that had to happen to drive the number down that way,” Mounir said in a talk that touted Boeing’s recovery to its supplier partners after six years of crisis and production problems.
Mounir assumed the role of SVP, Supply Chain and Fabrication, in December 2022, following six years as BCA’s top sales executive.
“It’s you paying attention to quality. It’s us augmenting our quality in our engineering teams, our fabrication teams, and our support teams, and putting them with you and helping you,” he said. “It’s us increasing our engineering support and being more responsive to the changes and to the asks and the analyses that come our way.”
The prevalence of supply-chain defects and Boeing’s need to rework incoming parts and subassemblies during production had become a source of deep conflict between the company and many of its 1,200 suppliers for several years.
When does Boom go boom; military goes green and loses the battle
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By Scott Hamilton
Feb. 23, 2026, © Leeham News: “How long until Boom goes boom?”
“eVTOLs, the perfectly mediocre over-priced helicopter.”
“We lost the battle, but we had a lower carbon footprint.”
These are just a few of the pithy comments to come out of the annual Pacific Northwest Aerospace Alliance (PNAA) conference this month in suburban Seattle.
Boom, the 88-passenger supersonic transport program, was founded in December 2014. Ten years later, it flew a demonstrator aircraft that bears no similarities to the Overture SST that the company is developing as the first passenger SST airliner since the Concorde.
The Boom Overture SST has many, many skeptics. Two were speakers at the annual conference of the Pacific Northwest Aerospace Alliance. Credit: Boom.
No established engine maker agreed to power the Overture. Rolls-Royce had an exploratory contract for a time, but bowed out. Boom cobbled together three companies to make an engine. More recently, the company is going to use the engine, whenever it works, to power energy plants.
There are few believers in aerospace who think Boom will be successful, despite raising a reported $600m-plus in funding, building a production facility and winning conditional orders from Japan, United and American airlines.
Richard Aboulafia, a managing director of Aerodynamic Advisory, said he would just “write off” Boom. Kevin Michaels, also an MD at the same consultancy, was just as direct. “We have a bet in our office going how long until Boom goes boom?”
They were no more kind toward the prospect of eVTOLs, especially the possibility of the US military using battery-powered eVTOLs on the battlefield.
BWB hopefuls: JetZero aims for MOM sector; Natilus raises $28m for heart of the market
By Scott Hamilton
JetZero’s Z4 BWB for the Middle of the Market has a larger wingspan than the Boeing 767. JetZero compares its economics against the out-of-production, 1980s designed 767-200ER, not the current generation of wide-body aircraft. Credit: JetZero.
Feb. 11, 2026, © Leeham News: JetZero, a start-up company based in Long Beach (CA), is developing a Blended Wing Body (BWB) aircraft for the so-called Middle of the Market (MOM). MOM is now occupied by the remaining Boeing 767-300ERs and 757s, the older and current generation Airbus A321 and the forthcoming Boeing 737-10. The older generation Airbus A330s and the current generation Boeing 787, Airbus A330neo and the A350-900 also serve the MOM sector.
The design is a 250-passenger airliner, the same size as the larger NMAs that were cancelled. JetZero says the BWB will be 30% more aerodynamically efficient than the aircraft it replaces. The company compares the Z4 economics against the Boeing 767-200ER. It has not compared the Z4 with the current generation aircraft the BWB actually to compete against for sales and costs.
Michel Merluzeau, Sales Engineering and Market Development for JetZero, said the MOM has an “addressable market” is 12,000 aircraft. However, he said this does not reflect the anticipated share that might be captured by the Z4, a figure he did not disclose. Merluzeau was speaking at the annual Pacific Northwest Aerospace Alliance conference today in suburban Seattle.
The JetZero 250-seat BWB in United’s colors. Source: JetZero
Recovery of the 737 program is unglamorous and arduous: Boeing exec
By Scott Hamilton
Katie Ringgold, VP and general manager of the 737 program. Credit: Boeing.
Feb. 10, 2026, © Leeham News: Boeing’s head of the 737 program yesterday outlined how the company is recovering from six years of crisis, quality control and safety issues and repeated production slowdowns and shutdowns.
Katie Ringgold, the Vice President and General Manager, was at the annual Pacific Northwest Aerospace Alliance (PNAA) conference in suburban Seattle, said the long road to recovery—which has a few years more to go—has been an “unglamorous” task.
“We took time to deeply reflect on our production system. And some of that you know of what we’ve been accomplishing over the last two years. And make meaningful and arduous changes,” she said. “And I use that word intentionally. It wasn’t just hard changes. It was arduous changes.”
Ringgold noted that Boeing is now producing the 737 at the rate of 42 aircraft per month. This rate was achieved in the final months of last year. Boeing publicly has repeatedly said its goal is to increase the production rate in increments of five approximately every six months.
Ringgold, during her stage appearance, confirmed reporting by LNA in January that the 737’s North Line at the Everett widebody plant will be activated about mid-year. In this report, LNA noted that Boeing’s current 737 production plant in Renton will be capped at a rate of 47/mo. The North Line will be needed for Boeing to achieve rate 52 and beyond, ultimately toward a target of 63/mo.
Tier 1 suppliers are a “failed market”
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By Scott Hamilton
Feb. 20, 2025, © Leeham News: The Tier 1 supply chain is all but dead.
Kevin Michaels.
This rather startling conclusion belongs to Kevin Michaels, the managing director of the consulting firm Aerodynamic Advisory. When he explains his thinking, it supports a major shift in the aerospace industry.
He made his remarks at the Pacific Northwest Aerospace Alliance conference this month in the Seattle area.
Tier 1 supplies are the last step in the supply chain, delivering products directly to the Original Equipment Manufacturers (OEMs), such as Airbus, Boeing, Embraer, and the engine makers.
Michaels said the supply chain is “fragile” and “red hot.” “Overall, the supply chain is in better shape than it was last year at this time. It’s in better shape now than it was two years ago. But it’s still incredibly fragile.” OEMs purchase about 75% of the value of the aircraft from the supply chain. Aerostructures are the first tier. And this is where Michaels’ rubber hits the road.
JetZero sees big sales potential, but consultants say it won’t be them to bring BWB to market
By Scott Hamilton
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JetZero Z4 commercial BWB and USAF tanker concepts. Credit: JetZero.
Feb. 10, 2025, © Leeham News: There will be a surge in aircraft replacement requirements as today’s Airbus A320neos and Boeing 737 MAXes age. Simultaneously, the seating capacity of aircraft is increasing, says Michel Merluzeau, the Head of Sales Engineering and Market Development for the start-up company JetZero.
JetZero is developing the first commercial blended wing body (BWB) aircraft, a 250-plus seat design with a goal of reducing fuel consumption by 50% over the remaining Boeing 767s and Airbus A330ceos still in operation.
Merluzeau joined JetZero last year after decades as a consultant in commercial and defense aerospace sectors. He spoke last week to the annual conference of the Pacific Northwest Aerospace Alliance in a Seattle suburb.
The replacement forecast and the up-gauging will open a replacement market for at least 7,000 aircraft, Merluzeau said, for which JetZero’s Z4 concept is designed.
Hopes, skepticism, for Boeing from suppliers
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By Scott Hamilton
Feb. 6, 2025, © Leeham News: Hope and skepticism for Boeing permeated the sidelines of a suppliers’ conference this week in the Seattle area as the big manufacturer struggles to regain footing following six years of back-to-back-to-back crises.
Boeing’s CEO Kelly Ortberg said on Jan. 28 that the company is on a path with the Federal Aviation Administration to achieve a production rate of 38/mo for the 737 MAX later this year. Afterward, rates would increase in increments of 5/mo every six months. At this rate, production won’t return to the pre-MAX grounding production of 52/mo until the fall of 2027.
But suppliers at the annual Pacific Northwest Aerospace Alliance (PNAA) conference this week interviewed on the sidelines think Boeing won’t hit rate 38 until late next year. If Boeing then could ramp up in increments of 5/mo thereafter, the pre-grounding production rate would be achieved in the fall of 2028, nine years after the MAX was grounded.
Suppliers think the ramp up rate is also optimistic.
Ihssane Mounir. Boeing photo.
But at the PNAA conference, Ihssane Mounir detailed Boeing’s new approach to the supply chain, safety and quality Boeing has adopted since the grounding and after the Jan. 5, 2024, accident involving a door plug separation from an Alaska Airlines 737-9 MAX. Mounir is the Boeing Commercial Airplanes (BCA) senior vice president of Global Supply Chain & Fabrication.
The same suppliers who are skeptical of the ramp plans express hope and optimism of BCA’s plans to return to normalcy.
A few also expressed residual anger toward Boeing over the six years of lurching from one crisis to another that disrupted business.
One supplier noted that it received no tooling orders for years because of the disrupted production and the absence of a new airplane program.
Airbus and Boeing need each other for healthy supply chain
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By Dan Catchpole
March 11, 2024, © Leeham News: In the public arena, Boeing is flailing. It’s the subject of public rebukes by government officials, a new criminal investigation by the US Department of Justice, and a seemingly endless stream of scathing headlines.
However, executives at its European counterpart, Airbus, are not celebrating Boeing’s struggles.
“Airbus needs Boeing,” said Joe Marcheschi, director of flying parts procurement services for Airbus Americas. “Disruption, and turmoil in the supply chain hurts Airbus, too.”
The industry’s supply chain depends in large part on the two aerospace giants—which means, indirectly, Boeing and Airbus need each other.
Instability at the airplane makers may in some sense have furthered this interdependence by prompting many suppliers dependent on one OEM to diversify by supplying both companies and by looking outside commercial aerospace.
Summary:
- Suppliers’ efforts to diversify beyond one OEM have deepened interdependence.
- Labor, materials are among biggest supply chain challenges.
- Airbus supporting suppliers to solve bottlenecks.
Boeing returns to PNAA
By Scott Hamilton
Dec. 5, 2023, © Leeham News: Boeing and the Pacific Northwest Aerospace Alliance have kissed and made up.
After a two-year boycott, Boeing returns this year as a sponsor to PNAA, a suppliers-oriented trade group, and to sponsor and provide speakers to its annual conference in February. Boeing abruptly withdrew from the organization and the conference in 2022, citing a sexual discrimination lawsuit that had been filed by one of its women employees against the then executive director, a male, and the male-dominated Board of Directors. However, PNAA’s staff was predominately women and women were represented on the Board. The lawsuit was settled for undisclosed terms.
Boeing’s stated reason for withdrawal was questioned by some familiar with the background. Additionally, there has long been an occasional tense relationship between PNAA and Boeing. Analysts and consultants who appeared as speakers or panelists long criticized Boeing for its Partnering for Success program, which some viewed as brow-beating suppliers into cutting prices.