Michael Bruno

In this discussion, Wall Street analyst Scott Mikus offers insights into how rising trade tensions impact aerospace giants Boeing, Airbus, and COMAC. Jens Flottau highlights the critical repercussions for production and supply chains as tariffs reshape demand, especially in relation to China. Michael Bruno dives into the complexities facing engine manufacturers and the financial strains of material costs. The trio emphasizes the importance of dialogues between industry and labor to navigate these challenges while addressing broader implications for job security and national interests.

Michael Bruno, Aviation Week business editor covering aftermarket and MRO trends. Meghan Welch, aerospace and defense M&A specialist at Brown Gibbons Lang & Company. They discuss drivers of M&A in MRO, which subsectors buyers target, opportunities in the engine aftermarket, strategies for entering engine supply chains, and private equity’s disciplined buy-and-build role.

Jens Flottau, an executive editor with expertise in airframe issues, Sean Broderick, a safety editor focused on operational implications, and Michael Bruno, a chief business editor with a financial lens, dive into the challenges facing Airbus and the resurgence of Boeing. They discuss Airbus's cut in its 2025 delivery target due to supplier issues, operational safety concerns stemming from an EASA software rollback, and Boeing's improving financial outlook with reduced cash burn forecasts. The panel examines who should be held accountable for Airbus's struggles and the constraints on increasing production rates.

Michael Bruno, Executive Editor for Business at Aviation Week, and James Pozzi, MRO editor for Europe, the Middle East, and Africa, dive into the booming aviation MRO market. They discuss the latest trends in mergers and acquisitions, highlighting significant investments and the engine market's surge. The conversation unveils innovations in engine testing facilities and MRO capabilities, while also showcasing how smaller companies are thriving amidst industry consolidation, proving vital for a diverse aftermarket.

In this engaging discussion, Michael Bruno, Chief Business Editor at Aviation Week, Jens Flotow, global commercial aviation editor, and Scott Mikus from Melios Research dive deep into the tumultuous Boeing strike. They explore the striking workers' impact on suppliers and production, revealing emerging financial crises. The conversation highlights the pressing need for effective negotiations to stabilize operations, while unpacking the broader implications for the aviation supply chain and investor sentiment in this challenging economic climate.