• Farnborough International Airshow saw a record 1,636 exhibitors.
• Defence was a dominant feature, with a strong presence from global defence companies.
• The show highlighted capacity constraints, not orders, as a major concern for the industry.
• Aerospace and defence innovation was on display, including unmanned systems and hybrid-electric propulsion.

The focus on supply chain and technology at Farnborough may indicate a shift in industry priorities towards execution and delivery. The strong defence presence suggests a growing importance of military aerospace, which could benefit companies with defence capabilities. The emphasis on capacity constraints may signal a need for increased investment in manufacturing and logistics.