Assuming there are no demand or supply shocks, Charles Edwards is forecasting aircraft production value to grow 7.7% CAGR from $158B in 2024 to $228B in 2029. This forecast assumes some production headwinds starting in the second half of 2025...
Not surprisingly (given the surge in deliveries in Q4 of last year), Airbus’ Q1 shipments started out slowly. Boeing’s deliveries are on a faster pace than 2024’s but are lower than 2023’s. Our assessment is that Boeing’s production rate lags...
So far in 2025, disruption has been the order of the day. Tariffs threatened, tariffs implemented, some tariffs deferred, others increased, in short, wars and rumors of trade wars. Add to that a fire at the largest aerospace fastener facility...