Youtube·2026-02-19 13:01Core Viewpoint - The company is facing challenges with engine supply from Pratt & Whitney, which is impacting its production targets for 2026 and beyond. The company is pursuing contractual rights to address these issues. Engine Supply Issues - The company has an order in place with CFM, which is confirming its commitment, but Pratt & Whitney is scaling down its delivery, resulting in fewer engines than needed for 2026 [1][2] - CFM has increased its engine supply incrementally, but cannot guarantee additional deliveries beyond current commitments for 2026 [3] - The company is exploring options with Pratt & Whitney to increase engine supply, but the shortfall from Pratt is significant and difficult to offset [4] Legal and Contractual Actions - The company is considering legal action against Pratt & Whitney to enforce its contractual rights if an amicable resolution cannot be reached [5] Supply Chain Performance - The overall supply chain has improved significantly since the COVID-19 pandemic, although there are still some issues, such as a panel issue on the A320 that will take time to resolve [6][7] - The company enters 2026 in a better position than in previous years, despite ongoing challenges [7] Production Targets - The company aims to deliver around 870 aircraft in 2026, which is considered achievable despite the engine supply challenges [8][10] - The ramp-up of production is supported by increased final assembly lines, including new facilities in Mobile, Alabama, and Tulu [9][10]