Howmet response to Lockheed lawsuit is another bellwether of subtier supplier stress in the aerospace market

It’s not unusual for buyers and suppliers to dispute price and delivery terms. What is unusual is for the dispute to result in filing a legal action. Like Spirit AeroSystems going public last summer with its disagreement with Boeing about...

The fallout from MAX 9 door plug failure will reduce material demand

We expect that the recent directive from FAA Administrator Mike Whitaker signaling a shift from an audit approach to a direct inspection approach will have a substantial impact on production processes. The revelation that Boeing removed a door plug (enabling...