20 Aug 2025
Global Aviation Supply Chain 2025: Constraints, Contingencies, and a 6-Month Outlook
Why This Article Is Essential
The aviation supply chain in 2025 remains under pressure, with production delays, engine shortages, and MRO bottlenecks shaping the industry’s trajectory. Narrowbody output is still constrained by engine availability, interiors remain a multi-year friction point, and titanium sourcing continues to carry geopolitical risk. Yet, opportunities exist—engine throughput is gradually improving, fastener supply is expanding, and asset values for in-service aircraft remain firm.
Authored by Alok Anand, CEO & Chairman of Acumen Aviation, this in-depth article dissects the realities of today’s supply chain and provides a practical six-month outlook. Drawing from Acumen’s advisory expertise and technical depth, it explains where relief is emerging, where risks remain entrenched, and how airlines, lessors, and investors can best position themselves for resilience.
What You’ll Learn
OEM & Engine Outlooks: Why Airbus’s engineless backlog and Boeing’s volatile cadence matter for delivery schedules into 2026.
MRO & Labour Pressures: How extended turnaround times and capacity shortages are reshaping maintenance planning and costs.
Cabin Interiors & Seats: Why late-stage modifications can derail timelines and how dual-sourcing and early freezes mitigate risk.
Materials & Geopolitics: The implications of continued reliance on Russian titanium and slow qualification of alternatives.
Market Impact: How these constraints affect fleet growth, asset values, and lease economics across global regions.
Six-Month Scenarios: Base, upside, and downside cases for Aug 2025–Feb 2026, with clear operational takeaways.
Practical Playbooks: Actionable strategies for delivery risk pricing, inventory management, PBH contracts, and USM sourcing.
Who Should Read This
Aircraft Lessors & Asset Managers
Airlines & Fleet Planning Teams
MROs & Technical Leaders
Aviation Investors & SPV Operators
Supply Chain & Procurement Executives
About Acumen Aviation
Founded in 2009 and headquartered in Dublin, Acumen Aviation is a global leader in aviation consultancy, advisory, and asset management. With offices in India, China, and the USA, Acumen delivers clarity and competitive advantage across the aircraft lifecycle through consultancy, asset management, and digital platforms like SPARTA.
Plan Smarter. Build Resilience.
Download your complimentary copy of Global Aviation Supply Chain 2025: Constraints, Contingencies, and a 6-Month Outlook and discover how industry leaders are managing risk, maximising value, and planning with confidence in a constrained environment.
Have questions? Connect with us at connect@acumen.aero to learn more.