Aircraft Engine & Parts Mfrs NAICS 336412, 336413

Jan 29, 2026 - Boeing Boosts Aircraft Deliveries

• Boeing’s stepped-up aircraft deliveries are improving conditions for engine and parts makers by lifting production volumes after years of disruption, as commercial jet deliveries hit their highest level since 2018 and helped drive a 57% jump in the plane maker’s sales. The Federal Aviation Administration’s move to loosen production caps on the 737 MAX, allowing output to rise to 42 jets a month, gives suppliers better visibility and steadier demand for engines, components, and aftermarket parts that were squeezed by prior slowdowns, strikes, and quality lapses. Boeing’s acquisition of Spirit AeroSystems also reduces supply-chain risk by bringing key manufacturing stages back in-house. Still, benefits for suppliers may build gradually as Boeing remains focused on cash discipline, absorbs losses on fixed-price defense programs, and faces ongoing competitive pressure from Airbus.
• New orders for non-defense aircraft and parts rose 3.6% year over year in July 2025 - per the US Census Bureau - but was still down a massive 49% from the previous month as industry results swing wildly amid economic concerns and supply chain problems brought on by tariffs. Seesawing new orders are due to a late 2024 strike by Boeing factory workers and slower orders from rival Airbus. The Boeing work stoppage halted production of the company’s 737 MAX airliner, as well as on wide-body 767s and 777s. Along with safety concerns after a string of high-profile in-flight aircraft mishaps, issues at Boeing cascaded down into the aircraft parts industry as a whole with shrinking commercial airliner demand in late 2024 and early 2025. On top of all that, Boeing is concerned that Trump’s tariffs will hamper parts availability from its suppliers and increase its costs at a tenuous time.

• Delta is retrofitting more than 300 Airbus A320-series aircraft by replacing auxiliary power units (APUs) after a surge in “fume events,” where oil leaks or seal failures release toxic vapors into airplane cabins. The issue highlights design and maintenance challenges for APU manufacturers, pressuring suppliers such as Honeywell and Pratt & Whitney to accelerate fixes and upgrades. For the aircraft manufacturing industry, the problem raises regulatory and reputational risks, with airlines demanding higher safety standards and more reliable systems. It also adds costs across the supply chain as manufacturers face redesigns, potential litigation, and stricter oversight. Longer term, the industry may need to adopt new engineering approaches to air and ventilation systems to reassure operators and passengers, shaping how future aircraft are built.
• Airlines experienced strong demand for flights headed into the 2025 summer travel season, but that good news is also shining a light on the shortage of available commercial jets due to production delays at the world’s largest airplane manufacturers - Boeing and Airbus. Both companies have fallen short of their deadlines for delivery of new aircraft to customers, resulting in industry-wide capacity boosts of only 1-3% for the summer season, according to EasyJet CEO Kenton Jarvis. Europe’s Airbus delivered 56 jets in April 2025, an 8% drop year over year. Boeing, which has been consumed with safety crises and production problems for several years, is slowly improving this year and delivered 45 jets in April, which doubled from March. However, airplane delivery totals for both companies in Q1 indicate they will have trouble meeting their targets for the year, per aviation analytics firm Cirium.