Forensic Aviation Intelligence for an Execution-Constrained Industry

AirInsight Research identifies the operational signals traditional aerospace coverage misses — revealing production stress, delivery friction, and program execution risk before they appear in reported results.

The Strategic Case for Forensic Intelligence

EBITDA Risk starts at $3,000,000 per Month

Relying on OEM delivery headlines is no longer a viable strategy for fleet planning or supply chain management. When a narrowbody delivery slips by just 30 days, the impact on your EBITDA is immediate and compounding:

• Lost Opportunity Revenue: ~$2.4M (The cost of unearned fares and grounded capacity).
• Operational Friction: ~$100k (Excess fuel and maintenance for keeping aged inventory in service).
• Capital & Training Drag: ~$250k (Interest on PDPs and unutilized crew overhead).
• Total Monthly Exposure: ~$2.7M – $3.0M per airframe.

Testimonial

“Overall, the briefing does a very good job of translating complex industry dynamics into a clear operational picture. The signal that emerges quite strongly is that the industry is no longer demand-constrained but execution-constrained — something many suppliers are feeling directly as the system tries to ramp again.”
Tier 1 Supply Chain Aerospace & Defense Commercial Executive

The Forensic Advantage

Standard market intelligence tracks past deliveries. AirInsight Research tracks the future by monitoring the “industrial plumbing” the headlines miss:

• First-Flight Proxies: We monitor the tarmac directly to identify the first flight—the ultimate leading indicator of OEM health—months before the official delivery report.
• Industrial Pressure Ratios: We quantify production “Gluts.” Currently, our data shows one major program flowing at a 3.8 ratio, while another has spiked to 11.6.
• Delivery Friction Score: A proprietary forensic metric that measures the actual execution drag within the production system.

What you get with AirInsightResearch

A bi-monthly forensic aviation intelligence briefing powered by proprietary operational data. We use proprietary KPIs, some of which incorporate AI alongside expert analysis.

An example is our OEM Production Reliability Scorecard.

Production & delivery analytics
Interactive models, tracking aircraft output, backlogs, and program performance across Airbus, Boeing, and more.

See it in action: Issue #7 — 3,900+ impressions and 1,250+ article views, the most-read in the series ↗

If you’re supplying this industry, you need to benchmark your planning data. The cycles can be brutal, given the impact of exogenous factors. These impacts land differently, as this chart shows. Derisking your business is necessary.

AirInsight Research identifies operational delivery outliers before they become visible in earnings disclosures, consensus expectations, or mainstream aerospace coverage. In March 2026, our models identified a synchronization failure in Airbus’s Tianjin production system — 35 days before Faury confirmed it on the Q1 earnings call as a ‘desynchronization between production and delivery.

Model library access
Subscriber access to a growing library of aviation data models covering fleets, fuel burn, airline metrics, and market scenarios.

Trusted across the aviation value chain

Subscribers include teams at OEMs, airlines, lessors, MROs, and financial institutions looking for deeper aviation intelligence.

Ready to audit your delivery risk?