Komori
AeroEdge (7409) · FactAdvanced

High order backlog for LEAP-equipped aircraft amid the recovery in air travel demand

First written in FY2024-Q1. 5 of 10 entries say "Advanced", first in FY2024-Q2. Latest entry: FY2026.

10entries
4years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q3 – FY2024AdvancedFY2025-H1 – FY2026-H12023: 120232024: 320242025: 120252026: 52026
Same theme, other companies
High Order Backlogs and Demand Recovery for LEAP-Powered AircraftA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Against the backdrop of growing demand for LEAP engines, the number of engines fitted with titanium-aluminium blades sold by our Group was 847 during the current consolidated fiscal year, up 32.6% year on year.」

    Against the backdrop of high order backlogs for LEAP-powered aircraft and growing air travel demand, the number of engines fitted with the blades sold increased from 639 to 847.
  2. FY2026-H1AdvancedAnnual report

    「At Boeing, the production cap imposed by the FAA because of quality issues was lifted, and the company is moving toward higher production while maintaining stable production.」

    While high backlogs for LEAP-powered aircraft continued, Boeing’s FAA production cap was lifted and the company was shown to be moving toward higher production while maintaining stable production. At the end of December 2025, backlogs were 7,145 aircraft for the A320neo family, 5,411 for the 737MAX and 939 for the C919.
  3. FY2025-H1AdvancedAnnual report

    「Passenger demand in the aviation industry is expected to exceed pre-COVID-19 levels and continue expanding. Airlines are increasing aircraft orders, while aircraft manufacturers continue to report high order backlogs, primarily for small and medium-sized aircraft.」

    Passenger demand exceeded pre-pandemic levels, and at the end of December 2024 order backlogs were 7,760 aircraft for the A320neo family, 5,318 for the 737MAX and 954 for the C919. Orders for the C919 also expanded.
  4. FY2024RestatedAnnual report

    「For the Airbus A320neo family and Boeing 737MAX, annual deliveries in 2023 were 571 and 387 aircraft, respectively, while backlogs as of the end of June 2024 were 7,666 and 5,145 aircraft, respectively. Backlogs were therefore equivalent to more than 10 years of annual deliveries, and production is expected to expand further.」

    The company again demonstrated the high level of backlogs for LEAP-powered aircraft by comparing them with annual deliveries.
  5. FY2024-Q3RestatedAnnual report

    「Passenger demand in the aviation industry has largely recovered to pre-COVID-19 levels and shows signs of further expansion. Accordingly, the Airbus A320neo family and Boeing 737MAX, small and medium-sized aircraft powered by LEAP engines fitted with our core titanium-aluminide low-pressure turbine blades, maintained high order backlogs, and both manufacturers are strengthening their production systems.」

    Passenger demand has largely recovered to pre-COVID-19 levels, and order backlogs for LEAP-powered aircraft remain high. At the end of March 2024, backlogs were 7,709 aircraft for the A320neo family, 5,242 for the 737MAX and 765 for the C919.
  6. FY2024-Q2AdvancedAnnual report

    「The Airbus A320neo family and Boeing 737MAX, which are powered by LEAP engines fitted with our core titanium-aluminide low-pressure turbine blades, continue to maintain high order backlogs as small and medium-sized aircraft, and both manufacturers are strengthening their production systems. The COMAC C919, another aircraft powered by LEAP engines, conducted its first commercial flight in China in 2023.」

    At the end of December 2023, order backlogs were 7,729 aircraft for the A320neo family, 5,211 for the 737MAX and 767 for the C919. LEAP-powered aircraft backlogs remained high, and the C919 conducted its first commercial flight.
  7. FY2024-Q1First statedAnnual report

    「In the aviation industry, domestic passenger demand has recovered, and international passenger demand is also recovering rapidly. Airlines have responded by increasing aircraft orders as passenger demand recovers, while aircraft manufacturers have seen higher orders for certain models, primarily small and medium-sized aircraft. The Airbus A320neo family and Boeing 737MAX, which are powered by LEAP engines fitted with our core product, titanium-aluminide low-pressure turbine blades, maintained high order backlogs, and both manufacturers are strengthening their production systems.」

    At the end of September 2023, order backlogs were 7,236 aircraft for the A320neo family, 4,914 for the 737MAX and 768 for the C919. The recovery in demand for LEAP-powered aircraft and high backlogs were presented as drivers of higher sales of the core product.
Moved together

"Winning new volume-production programs for aircraft components and non-aircraft products" moved the same way as this thread, in the same document, in 5 of its 10 moves.

544322★123456
  1. ★This thread
  2. 1Winning new volume-production programs for aircraft components and non-aircraft products5×
  3. 2Development of New Material for Titanium-Aluminum Blades4×
  4. 3Construction of a second factory and capital investment for new projects4×
  5. 4Long-Term Supply Base for Titanium-Aluminum Blades for LEAP3×
  6. 5Diversifying earnings away from dependence on titanium aluminide blades2×
  7. 6Dependence on a Single Supplier for Titanium-Aluminum Materials2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for AeroEdge yet. It last moved in the Investor presentation of 2026-08-20: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
High order backlog for LEAP-equipped aircraft amid the recovery in air travel demand | AeroEdge Co.,Ltd (7409) | Komori