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AEROSPACE NEWS

Aircraft Shortages Reshape Aviation Supply Chain

Key Takeaways
  • Aircraft and engine shortages are reshaping the aviation industry.
  • Airlines are extending fleet life and investing in MRO.
  • Global commercial aircraft backlogs exceed 17,000 aircraft.
  • Airlines incurred $11 billion in additional supply chain costs in 2025.
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Strategic Implications

The shortages may indicate a long-term shift in the aviation supply chain, with airlines prioritizing maintenance and repair over new aircraft purchases. This could lead to increased demand for MRO services and alternative aftermarket solutions, which may benefit companies that can provide these services.

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What Happened

Global Shortages Drive Airlines To Extend Fleet Life And Invest In MRO

A global shortage of aircraft, engines, and spare parts is driving airlines to extend the life of existing fleets and invest in maintenance, repair, and overhaul (MRO) services. According to a report by Cassel Salpeter & Co, global commercial aircraft backlogs have exceeded 17,000 aircraft, and airlines incurred over $11 billion in additional supply chain costs in 2025. The report highlights the growing demand for alternative aftermarket solutions, including Used Serviceable Material (USM) and Parts Manufacturer Approval (PMA) markets. This was first reported by Air Cargo Week.

Source | Originally Published: August 7, 2026

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JUMPSEAT
AEROSPACE NEWS
JUMPSEAT
AEROSPACE NEWS

Aircraft Shortages Reshape Aviation Supply Chain

Sponsored by: Jumpseat Solutions
Key Takeaways
  • Aircraft and engine shortages are reshaping the aviation industry.
  • Airlines are extending fleet life and investing in MRO.
  • Global commercial aircraft backlogs exceed 17,000 aircraft.
  • Airlines incurred $11 billion in additional supply chain costs in 2025.
Sign in to view key takeaways Get full access to in-depth analysis and key takeaways.
Sign In
Silver membership required Upgrade to Silver to access Key Takeaways.
Upgrade
Strategic Implications

The shortages may indicate a long-term shift in the aviation supply chain, with airlines prioritizing maintenance and repair over new aircraft purchases. This could lead to increased demand for MRO services and alternative aftermarket solutions, which may benefit companies that can provide these services.

Sign in to view strategic implications Get full access to strategic analysis and expert insights.
Sign In
Silver membership required Upgrade to Silver to access Strategic Implications.
Upgrade

What Happened

Global Shortages Drive Airlines To Extend Fleet Life And Invest In MRO

A global shortage of aircraft, engines, and spare parts is driving airlines to extend the life of existing fleets and invest in maintenance, repair, and overhaul (MRO) services. According to a report by Cassel Salpeter & Co, global commercial aircraft backlogs have exceeded 17,000 aircraft, and airlines incurred over $11 billion in additional supply chain costs in 2025. The report highlights the growing demand for alternative aftermarket solutions, including Used Serviceable Material (USM) and Parts Manufacturer Approval (PMA) markets. This was first reported by Air Cargo Week.

Source | Originally Published: August 7, 2026

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