Aerospace Supply

Primes, tier-1 suppliers, and titanium-grade inputs.

Close-up of a precision machining operation on metal parts

Precision Castparts posts double-digit growth as aerospace investment casting rebounds

Parent Berkshire Hathaway highlighted PCC in its latest shareholder letter, noting the unit now ships more titanium structural castings than at any point since 2019.

Dana WhitfieldApr 15, 2026

Fighter jet engine assembly on a factory floor

Aerospace Supply

RTX secures $1.4B titanium forging deal for F-35 engine program

The five-year contract with a consortium of US forging houses locks in supply for Pratt & Whitney's F135 engine through the mid-2030s.

Dana WhitfieldApr 14, 2026

Commercial aircraft fuselage assembly in progress

Aerospace Supply

Boeing signals tier-1 consolidation as 737 MAX rate climb strains supply base

The airframer's purchasing chief said publicly that the supply base should expect fewer, larger tier-1 relationships as Boeing pushes toward 57 MAX aircraft per month.

Dana WhitfieldApr 13, 2026