Delays in aircraft manufacturers’ production ramp-up due to supply chain disruptions and labor shortages
First written in FY2024-Q1. 5 of 10 entries say "Restated". Latest entry: FY2026.
AeroEdge moved to the "Worse" side of this theme in 2025.
1 other company's latest entry also says "Restated".
- FY2026RestatedAnnual report
「The order backlog for small and medium-sized aircraft using LEAP engines fitted with our Group’s main product, low-pressure turbine blades made of titanium-aluminium, remained high. Aircraft manufacturers continued to work toward stable production and higher output despite challenges including supply-chain constraints.」
Although supply-chain constraints remain, the Group continues to disclose aircraft manufacturers’ efforts toward stable production and higher output. Approval to raise Boeing’s production ceiling was also indicated. - FY2026-H1RestatedAnnual report
「Although aircraft manufacturers are facing supply-chain disruptions caused by soaring raw-material prices and the situation in Ukraine, they are expanding production to meet high order levels.」
Supply-chain disruption caused by higher raw-material prices and geopolitical conditions continues. At the same time, aircraft manufacturers are expanding production to meet high order levels. - FY2025-H1WorsenedAnnual report
「At Airbus, production expansion has experienced some delays because the effects of supply-chain disruption stemming from the COVID-19 pandemic and the situation in Ukraine, together with labor shortages, have become apparent. At Boeing, production volumes have remained sluggish because of supply-chain disruption, labor shortages and quality issues, and a strike in September 2024 forced a temporary production shutdown.」
In addition to existing supply-chain disruption, labor shortages and quality issues, Boeing experienced a temporary production shutdown due to a strike in September 2024. - FY2024RestatedAnnual report
「The effects of supply-chain disruption stemming from the COVID-19 pandemic and the situation in Ukraine, together with labor shortages, have become apparent, and both Airbus and Boeing have experienced some delays in expanding production capacity. Boeing has also announced that it will refrain from increasing production for a certain period while prioritizing the establishment of a quality system after facing quality issues with the 737MAX.」
The company continues to recognize delays in aircraft manufacturers’ production expansion caused by supply-chain disruption, labor shortages and 737MAX quality issues. - FY2024-Q3WorsenedAnnual report
「Boeing has announced that it will refrain from increasing production for a certain period while prioritizing the establishment of a quality system after facing quality issues with the 737MAX.」
In addition to delays caused by supply-chain disruption and labor shortages, Boeing’s decision to refrain from increasing production for a certain period because of 737MAX quality issues was disclosed. - FY2024-Q2RestatedAnnual report
「The effects of supply-chain disruption stemming from the COVID-19 pandemic and the situation in Ukraine, together with labor shortages, have become apparent, and both Airbus and Boeing have experienced some delays in expanding production capacity. We therefore expect sales of titanium-aluminide blades for LEAP engines, our core business, to expand from the second half of the fiscal year.」
Delays in aircraft manufacturers’ production expansion due to supply-chain disruption and labor shortages continue, and sales expansion for the core product remains expected from the second half. - FY2024-Q1First statedAnnual report
「The effects of supply-chain disruption stemming from the COVID-19 pandemic and the situation in Ukraine, together with labor shortages, have become apparent, and both Airbus and Boeing have experienced some delays in expanding production capacity. Accordingly, we expect sales of titanium-aluminide blades for LEAP engines, our core business, to expand from the second half of the fiscal year.」
External supply-chain disruption and labor shortages have materialized as delays in aircraft manufacturers’ production expansion, affecting the timing of growth in sales of the core product.