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Aerospace

Commercial aerospace

Engines, castings, aerostructures, and certification backlogs in narrowbody ramps.

⚠ Engine delivery & castings

Key chokepoints

  • Turbofan engine productionPropulsion

    Engine OEM delivery slots gate aircraft handover; quality escapes trigger fleet groundings.

    Related tickers: RTX

  • Titanium & nickel superalloy castingsMaterials

    Forging and casting capacity is years-long to add; defects ripple through OEM schedules.

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