What is happening: The two aviation heavyweights Boeing and Airbus both failed to deliver the numbers promised in 2018, highlighting an inability to keep up with high demand.
Supply chain: This shows how the aviation supply chains are holding back the sector as a whole. Delays in production are preventing plane makers from completing more orders, and therefore earning more revenue. Boeing and Airbus both suffered from a limit to how fast they could get parts manufactured and assembled.
Boeing: They delivered a record 806 jetliners in 2018, but still failed to meet goals.
Airbus: Although they met a revised target, Airbus’ record 800 planes wasn’t up to their initial estimates.
Future: Both heavyweights will likely look to increase output again through 2019.