JUNE 2025
AEROSPACE MARKET UPDATE
2025-06-15 MARKET UPDATE
The aerospace industry is particularly vulnerable to tariffs; though stayed, the Court of International Trade ruling perpetuates trade uncertainty
AEROSPACE GLOBAL SUPPLY CHAIN EXAMPLE
OBSERVATIONS
• Aerospace has an extended global supply chain that is easily and significantly impacted by trade disruptions
• In addition, aerospace planning horizons are long and it is not easy to move parts from one supplier or location to another
• Unlike other industries, tariffs are relatively new to Aerospace and the industry hasn’ t developed the mechanisms to deal with them
• The effort involved in managing this amount of change is a significant resource drain
• Even if tariffs don’ t go into effect, the on-again / off-again nature of the current environment creates uncertainty
Source: Charles Edwards analysis
50 NORTHWEST AEROSPACE NEWS