Technology · Friday, 17 July 2026
Opinion: Engine-Makers Gain From Aerospace Earnings Divide
Engine OEMs and aircraft lessors captured 85% of the commercial aerospace profit pool in 2025, while airframe manufacturers remain near breakeven.
TL;DR
AlixPartners' annual analysis shows engine-makers achieved record 19.5% margins, benefiting from aftermarket demand and shop visits, while aerostructures suppliers continue to face structural losses. The data underscores a significant financial disparity in the supply chain, where engine manufacturers reap the rewards of long-term capital investments while airframe makers struggle with production ramp-up costs.
Aviation Week17 Jul, 09:00 BST
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