As of Dec. 21, 2025, the aerospace sector is weighed down by more than $70B in excess inventory, driven by supply chain mistrust, tariffs, and labor shortages. These pressures affect U.S. manufacturing and shared components with automotive industries. Short-term impacts include production delays and margin stress, while long-term risks point to reduced innovation and competitiveness into 2026.
Aerospace Supply Chains Under Strain Heading Into 2026
