If you would have asked me 100 days ago, I could not have anticipated the landscape we currently survey as we entered the week at AERO 2025 in Friedrichshafen, Germany.
Or could I? We certainly knew from past experience that tariffs might rear their head in the second round of this administration in the U.S. What I didn’t expect was the apparent tilting of the map of allies in the geopolitical sphere. For which I only have the answer: this too shall pass, along with other mercurial shifts we’re now learning to brace ourselves for.
Still, in the face of all these headwinds, the aviation industry presses forward, even as deliveries pause while the uncertainty over what tariffs will be applied, by whom, on what finished products and raw materials, and when. At this moment (3:40 am CET on Thursday, April 10), we have one answer, but that is guaranteed to change.

Elixir, Daher, Cirrus
Taking a moment to reflect on the success of 2024—a balm to soothe our collective nerves—the trio of OEMs holding press conferences on Wednesday morning reported gains last year in deliveries across models, and healthy backlogs on which to balance into the coming months.
Elixir Aircraft reported 33 of its two-seat training aircraft delivered overall, with up to 60 firm orders (two years’ production at current rates), while Daher delivered 82 total (56 TBMs and 26 Kodiak 100s/900s) with a 1- to 2-year backlog on those models. Cirrus pushed out 630 of its SR Series, and 101 Vision Jets, and also sits on a strong order book.

Whether those hold is anyone’s guess. With little room on price to absorb tariffs, the landscape ahead is unclear. Nicolas Chabbert, CEO of Daher’s Aircraft division, put it plainly: “Are people ready to pay more? They are ready to pay nothing more… So who’s going to pay?” The OEMs can’t. Why? “Because we can’t. If aviation was hiding 20 or 30 percent margin, you’ve got to tell me.”

While Cirrus keeps its primary manufacturing lines in the U.S., in Duluth, Minnesota, and other facilities, Daher has production spread between plants in France and Idaho, and a third line in development in Stuart, Florida. But even though there is a head start on transforming portions of the buildings at the former Triumph plant, Daher doesn’t expect to begin cranking out TBMs on that line until early 2027. Elixir is growing at La Rochelle, on France’s west coast, along with plans for reassembly in Sarasota, Florida, already underway, with FAA certification on track for later this year, according to Elixir co-founder and CMO Cyril Champenois.
But the idea that companies can flip a switch on a new production line fast enough to mitigate the pause in deliveries prompted by the tariffs on the table is ludicrous to anyone with intimate knowledge of aircraft manufacturing.

Business Aviation Leadership Panel
At noon, the new Business Aviation Show Hub (“the Dome”) outside of Hall A2 at AERO, buzzed with a collection of leaders convened to further explore these concerns. While workforce recruitment and implementation of technology such as AI have been at the forefront of conversation for the past couple of years, the global economic scene now overshadows positive gains in these areas.
New GAMA president and CEO Jim Viola joined Florian Guillermet, executive director at EASA; Carlos Brana, Dassault Aviation; Phil Straub, Garmin Aviation; Lannie O’Bannion, Textron Aviation, Deniz Weissenborn, Platoon Aviation; and Chabbert, hosted by Volker Thomalla, editor in chief at Aerobuzz.de, to give an assessment.
Focusing on what they can control—building on the sector’s safety record, attracting new talent, striving towards net zero emissions—those on the panel sent the clear message that they intend to continue cooperation across the pond. There’s an ocean there, between Europe and North America, but it’s not perceived as a barrier. Guillermet in particular called out this desire to continue the shared roadmap between FAA and EASA. “We need to have an approach that is building confidence; there is no reason not to have it.” While the treatment of business aviation in Europe faces intense bias against it, he expressed hope that by promoting the benefits to society generated by utilizing aircraft in a variety of roles those attitudes can be countered.
Flying is all about preparing for unforeseen events and building resiliency into our procedures and processes to withstand areas of turbulence. We must build this resiliency into our relationships as well, as it is clearly those we rely upon to ensure we stay the course. Ours is a global industry, interconnected in ways that resist the “dis-integration” pressure upon us. Like an SOP honed over time, this foundation forms our strength. Together, facing the unexpected with that in mind.