Aircraft Intelligence Monthly - October 2025
Aircraft Intelligence Monthly
Executive Summary
Supply chain issues reshape Boeing and Airbus production strategies, Airbus catches up on A320 deliveries, but supply chain concerns deepen, Boeing’s middle-market aircraft faces unfavorable economic timing, Delivery positions expected to remain key driver for sales volumes, Shop visit economics drive GE90 values 50% higher in widebody crunch, Long-range narrowbodies complement, not compete with widebodies