Kate Duffy 2.1 1 idea

Bloomberg Aerospace Reporter
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Airbus deliveries missed expectations (19 vs Boeing's 46 in Jan) due to ongoing engine shortages (Pratt & Whitney). Management indicated these issues could last until 2027. Aircraft manufacturers get paid upon delivery. If they cannot secure engines to finish the planes (leaving "gliders" in hangars), they cannot recognize revenue or collect cash, despite high demand. SHORT/AVOID until supply chain bottlenecks resolve. A faster-than-expected resolution to the engine supply chain issues.
EADSY Bloomberg Markets Feb 19, 10:56
Bloomberg Aerospace Reporter
Kate Duffy (Bloomberg Aerospace Reporter) | 1 trade ideas tracked | EADSY | YouTube | Buzzberg