No commercial aerospace company came out of the COVID-19 pandemic in good shape. The industry was whiplashed by the exceptionally steep production cuts announced by Airbus and Boeing in the second quarter of 2020 that were then followed three quarters later by the start of a recovery. This was captured in the recent analysis by aerospace and defense analyst Sash Tusa, highlighting how engine manufacturers are beginning to meet demand and support OEM ramp-ups.
The report indicates that the supply chain for engines is gradually returning to pre-pandemic levels, allowing aircraft manufacturers to scale up their production schedules for popular models like the Airbus A321 and Boeing 737 families. Despite sustained challenges, the industry is optimistic about further recovery as engine suppliers increase production capacity and streamline logistics.
"The current recovery in engine manufacturing supplies is critical for keeping aircraft production on schedule," said Sash Tusa, aerospace analyst.
The industry’s focus remains on overcoming supply chain disruptions that constrained aircraft delivery rates in 2020 and 2021. As engine deliveries improve, aircraft programs such as the Airbus A321neo and Boeing 737 MAX continue to see production rate increases, indicating a positive outlook for the aerospace market in 2025 and beyond. However, experts note that ongoing geopolitical tensions and geopolitical factors remain potential risks to sustained growth.
Looking ahead, industry leaders are emphasizing the importance of resilient supply chains and technological innovation to sustain the upward trajectory of aircraft manufacturing. With the support of improved engine flow, OEMs are expected to accelerate delivery schedules and meet rising market demand, aiding in the industry's overall recovery from pandemic-related setbacks.
