Новые авиадвигатели по-прежнему подводят, раскручивая исторический бум на послепродажном рынке запчастей и услуг MRO

Проблемы с надёжностью двигателей нового поколения и задержки поставок самолётов заставляют авиакомпании продлевать срок службы старых бортов. Благодаря этому рынок запчастей, услуг MRO и лизинга превращается в настоящую машину для печати денег.

Опубликован 6 июля 2026 г. · горизонт 120 дн. · спрос и предложение

What this thesis rests on

Each one is a statement that has to be true. We go back to every live thesis on a schedule and check these against public sources, so each leg carries either what we found or the date we look next.

Checked every 14 days. The first review of this thesis is past due and sits in the queue.

1. ○

   Boeing and Airbus do not announce a restored narrowbody delivery schedule: Boeing 737 output stays at or below 42 jets per month with no FAA approval of a higher rate before 3 November 2026.

   regulatory · Open

   First check is past due, the thesis is in the queue

2. ○

   RTX discloses an average of more than 300 GTF-powered A320neo-family aircraft on ground in each quarterly report filed during the 120-day horizon, with no powder-metal inspection completion declared.

   operational · Open

   First check is past due, the thesis is in the queue

3. ○

   Willis Lease Finance reports lease rent revenue up at least 15% year over year in the two quarterly filings after publication, showing spare-engine lease rates have not broken.

   financial · Open

   First check is past due, the thesis is in the queue

4. ○

   Safran reports civil aftermarket revenue growth of at least 10% year over year in its H1 2026 results, carried by CFM56 spare parts and shop visits rather than new LEAP deliveries.

   financial · Open

   First check is past due, the thesis is in the queue

5. ○

   Heico keeps its FAA PMA approvals with no suspension or adverse airworthiness action disclosed, and reports Flight Support Group net sales growth of at least 10% year over year in the quarter after publication.

   regulatory · Open

   First check is past due, the thesis is in the queue

Assumptions are written in English, because that is the language of most of the sources we check them against.

Этот тезис во времени

Что произошло с момента публикации. Каждая запись рассчитана на свою дату по истории цен.

This is analysis, not investment advice and not a recommendation to buy or sell anything. We publish it and track it in public, mistakes included. Any decision is yours and yours alone.