Aerospace&DefensePracticeAddressingcontinuedturbulence:Thecommercial-aerospacesupplychainAnew,comprehensivesupply-chain-managementapproachcanhelpaerospacecompanieseliminatemanyofthedisruptionsthatarecontributingtoarecord-highaircraftorderbacklog.byEmmaLoxton,HenryMarcil,MikeParkins,andAndrewTingleyApril2024Thecommercial-aerospacesectorhasexperiencedenvironment.Oneofthemorepressingissues—modestbutsteadygrowthsincemid-2020,whenandonefrequentlycitedbycommercialOEMsanddemandforairtravelbegantorecoverfromthesuppliers—relatestopersistentsupplychainprecipitousdropcausedbytheCOVID-19pandemic.constraints.OuranalysisshowsthataerospaceByDecember2023,demandwasbackto97percentexecutiveswereabout18timesmorelikelytomentionofprepandemiclevels,andit’sexpectedtogrowsupply-chain-relatedterms,suchas“shortages,”between5and10percentannuallythrough2026.1duringearningscallsin2022thantheywerein2014.Newaircraftordersnowtotalabout15,700.2TheTheirviewsonsupplychainperformancealsoopen-orderbacklogwouldtake13yearstoaddress,showedadramaticnegativeshiftstartingin2020assuming2023deliveryrates(Exhibit1).(seesidebar,“Growingsupplychainconcernsamongcommercial-aerospaceexecutives”).Whilestrongdemandisencouraging,commercial-aerospaceOEMsandsuppliersaredealingwithTheconcernsofaerospaceleadersarewelljustified.multiplechallengesinparallel.Thes...
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