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Flying into turbulence: The US aerospace industry braces for tariff headwinds

Assessing the economic and strategic impact

Download our PoV2 MB pdf

As organizations evaluate the implications of evolving tariff measures, it is critical to adopt a framework for analyzing tariff implications.

The aerospace and defense (A&D) industry has emerged from the impact of the COVID-19 pandemic positioned to experience record deliveries in 2025 and beyond. However, headwinds are ahead as the industry now braces for a new challenge. The impending impact of tariffs is creating a new range of strategic and operational challenges.

For an industry built on precision, scalability, and international collaboration, the stakes are high. Yet, there may be clear skies ahead. By proactively reviewing potential scenarios, industry leaders can build greater resilience in their operations.

This paper explores the motivation behind these policies and the impact on trade, manufacturing, and, specifically, the A&D industry. We also address a framework that organizations can implement to identify strategic options that can be deployed to navigate the turbulence.

Download our POV and to learn more about how Capgemini can help with a framework to manage through the turbulence of tariffs.

To learn more about this and other topics, visit us at Paris Air Show 2025 – June 16-22 – Chalet No.327

Meet our expert

Deb Rajkhowa

Director, Strategy and Transformation
Deb is a seasoned aerospace and defense executive with over 20 plus years of global experience driving growth, innovation, and operational transformation across complex organizations. As Director of Strategy & Transformation, he advises leading A&D clients on corporate strategy—focusing on unlocking top-line growth, optimizing cost structures, and enhancing long-term competitiveness. His expertise spans strategic planning, M&A, post-merger integration, and end-to-end business transformation across both commercial aviation and defense sectors