飞行中的韧性：在动荡中保障未来增长

Commercial AerospaceInsight Report Introduction Accenture’s latest analysis foresees 12% industry growth by the end of 2025,driven by Boeing’s rebound and strong MRO demand. Yet supply chainfragility and geopolitical uncertainty are pushing executives to accelerateefforts to build operational resilience. Based on econometric modeling and an August 2025 survey of C-suiteexecutives across OEMs, suppliers, and MRO providers, Accenture’s latestcommercial aerospace outlook projects double-digit revenue growth byyear-end. North America is set to grow 17% on Boeing’s rebound, Asia-Pacificaround 10% on passenger traffic and MRO demand, and Europe 6% onAirbus deliveries. While supply chain volatility, rising costs, and geopoliticalrisks persist, 92% of executives expect delivery performance to improvewithin 12 months. Companies are tackling near-term disruptions with controltowers and tighter supplier coordination, while embedding long-termresilience through diversified sourcing, regional hubs, digital twins, AI-drivenforecasting, and co-innovation with suppliers. Authors Acknowledgments John SchmidtAerospace and DefenseGlobal Industry Leadjohn.h.schmidt@accenture.com Patrice BarbierAerospace and DefenseEurope Industry Leadpatrice.barbier@accenture.com The authors would like to thank thefollowing people from AccentureResearch for their contributions tothis report: Tony JoseAbhishek KumarKamil MazurekNavdeep SabooPriya VermaJeffrey Wheless John Schmidt is a Senior Managing Directorand leads Accenture’s global Aerospace andDefense practice, guiding a team that deliverstransformational solutions across commercialaerospace, defense and space. With deep industryexpertise, John has helped major OEMs and Tier-1suppliers drive strategy, improve operations andboost shareholder value. He is known for managinglarge global teams and delivering programsthat cut costs and enhance performance. John’sexperience extends beyond aerospace and defenseto sectors like consumer electronics and healthsciences. Before rejoining Accenture in 2013, heheld leadership roles at Capgemini Consulting andUnderwriter Laboratories, among others. Based inChicago, John serves on the Aerospace IndustryAssociation’s Board of Governors and is a frequentspeaker on industry trends, AI and the supply chain. Patrice Barbier is a Senior Managing Director andleads Accenture’s EMEA Aerospace and Defensepractice. With more than 20 years of experience incivil and military aviation, and also on helicoptersin the Aerospace and Defense industry, he hassupported his clients mainly on their core valuechain transformation agenda leveraging innovation,data, Al and technology. His industry experiencespans across Engineering, Manufacturing,Program Lifecycle Management and CustomerServices. In addition to this role, Patrice serves asa Director General Delegate at Accenture FranceDefense, a subsidiary established in January 2022to provide consulting services in areas such asdefense, aerospace, internal security and nationalsovereignty for French Defense OEMs and theMinistry of Defense. Contents Global outlook Findings in brief Regional outlook Executivesummary05 Supply chain resilienceamid shifting trade dynamics 06 Executive summary The commercial aerospace market enters 2026with renewed momentum. Global revenues couldpost double-digit growth by end-2025, supportedby a projected 25% increase in aircraft deliveriesand resilient aftermarket demand. Though growthmomentum has clearly shifted upward, continuedsupply chain disruptions may make recovery unevenacross the regions. North America appears ontrack for its strongest revenue growth (17%) in twodecades on the back of Boeing’s rebound. Asia-Pacific could expand by around 10%, fueled bystrong passenger traffic and maintenance, repairand overhaul (MRO) investment. The forecast forEurope, meanwhile, points to steady growth of 6%,supported by Airbus’s delivery plans. The aftermarket remains a stabilizer, even as it addsto strain. Global MRO spending could grow 14% YoYin 2025, lifted by strong passenger demand andthe extended use of older aircraft.1But capacityis stretched: delivery delays are forcing airlines tokeep jets in service longer, driving up maintenancedemand just as labor gaps and parts shortagesconstrain turnaround times. regional manufacturing hubs and working moreclosely with their suppliers to enhance resilience.They are also diversifying their procurementstrategies, with India emerging as a critical sourcingbase. Meanwhile, original equipment manufacturers(OEMs) and suppliers are investing in digitaltwins, AI-driven forecasting and new supply chainstrategies to improve transparency, traceability andadaptability. All of this is geared towards absorbingrisks more effectively. Supply chain fragility remains the industry’sprimary concern, although executive confidence insupplier deliveries is now rising. In the August 2025Accenture Commercial Aerospace Insight survey,92% of C-suite executives e