PARIS: Airbus and Boeing have in recent weeks chartered one of the world’s largest cargo planes to speed up shipments of aerostructures for some civil and military aircraft, a sign of lingering strains in the aerospace supply chain.
The Antonov An-124, a giant four-engine transport aircraft, has been chartered to airlift parts for Europe’s A350 jetliner and the Boeing 767 airframe used for freighters or tankers, following a similar flight carrying parts for the 777 freighter earlier this year, according to three industry sources and two regulatory filings.
A Boeing spokesman said it used “a variety of transportation methods to maintain stability in our production,“ without commenting directly on the An-124.
An Airbus spokesman said “we sometimes use the Antonov,“ without saying whether this included the A350, its main wide-body jet that has been affected by delivery delays.
The recent use of the An-124, detailed in this story for the first time, underscores pressure on manufacturers to keep assembly lines fresh and tackle pockets of delays that threaten a broad recovery in production schedules.
Planemakers rely on dedicated sea freight, trucking networks and fleets of converted cargo jets to move large parts between production sites. Changing from one mode of transport to another adds cost and indicates that buffer stocks are scarce.
Analysts say aerospace supply chains have improved since the Covid-19 pandemic with overall deliveries rising this year, but that there are lingering concerns about the health of the aerostructures industry as well as other parts like seats.
Two industry sources said Airbus’s decision to fly A350 parts rather than send them by sea reflected some deterioration at a former Spirit AeroSystems plant in Kinston, North Carolina, which Airbus took over last December as part of a joint breakup of the supplier with rival Boeing.
At that time, parts were moving by sea and there was a buffer stock of four sets of parts, one of the sources said. Now air freight is needed to avoid new delays, the source added.
Reuters reported in May that Airbus had informed some customers of new delays to A350 deliveries later this decade due in part to problems in securing sections from the factory.
“Regarding Kinston, we are making progress towards separation from the previous owner and integration into the Airbus landscape. However it remains a complex multi-year journey to complete,“ the Airbus spokesman said.
Airbus said in a pre-results briefing to analysts on Wednesday that it had not changed its assumptions on the drag to 2026 profits from the cost of absorbing the Spirit facilities.
According to US filings, Boeing chartered the same Antonov in late June to transport two upper fuselage sections from a Daher Aerospace factory in Florida that would normally be transported by land to its plant in Everett outside Seattle.
The parts were “urgently required for the production of the 767,“ Boeing wrote in a June 22 letter to the US Department of Transportation reviewed by Reuters.
