Aircraft & Parts

Covering manufacturers of commercial jets, business aircraft, helicopters, military platforms, and propulsion or avionics systems, the Aircraft & Parts sector under SIC 3720 serves airlines, defense agencies, cargo operators, leasing firms, business aviation fleets, and aftermarket MRO providers. Core products include airframes, engines, landing gear, flight controls, composite structures, and digital flight electronics, while services span engineering, retrofits, and long-term service agreements. The industry faces high regulatory oversight from FAA/EASA certification, export controls (ITAR/EAR), safety mandates, and supply-chain compliance, with risks tied to program delays, raw material costs, supplier concentration, and geopolitical tensions. In 2024-2025, key trends include resurgent narrowbody demand, defense modernization, sustainable aviation fuel adoption, additive manufacturing, increased cockpit digitalization, and predictive maintenance. Competitive dynamics hinge on backlog strength, rate ramp execution, and resilient supplier networks. For deeper insight into disclosures, program updates, and risk factors, view live SEC filings today on EarningsFeed.

Source: Earnings Feed research · last fetched 11/23/2025