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Aerospace Aftermarket Outlook Strengthens

October 9, 2026

2 min read

Key Takeaways

RBC expects 11.6% growth in commercial aerospace MRO in 2027.
MRO sales rose 11% in Q3, with engine MRO leading growth at 12.4%.
Engine material pricing rose 11% year on year in Q3.
RBC favours GE Aerospace and RTX Corp for Pratt & Whitney exposure.

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Strategic Implications

The strengthening aftermarket outlook may indicate a shift in investor sentiment towards commercial aerospace, which could benefit companies like GE Aerospace and RTX Corp. The growth in engine MRO activity suggests a potential increase in demand for aftermarket services, which may support the financial performance of these companies.

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What Happened

RBC Sees 2027 Growth Accelerating In Commercial MRO

RBC Capital Markets has raised its forecast for commercial aerospace maintenance, repair and overhaul (MRO) activity in 2027 to 11.6%, citing strong survey results and increased demand for engine MRO services. The bank’s survey of over 30 maintenance providers found third-quarter MRO sales rose 11%, with engine MRO leading growth at 12.4%. This growth is expected to benefit companies like GE Aerospace and RTX Corp, which have significant exposure to the commercial aerospace aftermarket. The news was reported by Proactive.

Source | Originally Published: October 8, 2026

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