Aircraft Intelligence Monthly - June 2025
Aircraft Intelligence Monthly
Executive Summary
Attention shifts to long-term management of tariffs - Tariffs paid on inbound aircraft, setting stage for credits on U.S. content Widebody market shows strength into 2030s - Widebody backlogs extending into 2030s, showing constrained supply - Widebody fleet suggests mid-life oversupply, overall undersupply - Prior widebody threats to JOLCO market not expected going forward Strategic shifts in Saudi Arabia and China - Threats to COMAC supply will impact future C909 and C919 deliveries - Saudi Arabia continues aggressive growth despite limited connectivity