Aircraft Intelligence Monthly - September 2025

1. GTF groundings improving while operators struggle GTF dominates available NEO fleet – potential to triple with Spirit Parked GTF awaiting inspections has peaked – long tail to come China short 1,000 aircraft but geopolitics cloud final deal 2. 767 defines future passenger and freighter mid-sized focus Mid-sized freighter gap could impact next-gen narrowbody design Remaining 767 passenger operating base bifurcated by mission 3. Lack of mid-life 737 options driving airlines toward E2 E2 wins U.S. launch customer, opens space for mid-life 737 operators