The Backlog Is REAL: So Is the Bottleneck
A big backlog feels great — until you realize backlog doesn't ship itself. In this episode, I break down the hard reality behind today's aerospace and defense demand. The orders may be real. The opportunities may be real. But so are the constraints: labor, material, inspection, outside processing, cash flow, supplier delays, machine uptime, and leadership capacity. This is not a negative episode. It is a reality episode. Because a purchase order is not the finish line. It is a promise. And the shops that win over the next few years will not simply be the ones with the biggest backlog. They…
The skinny
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