The production line for the Boeing P-8 Poseidon Maritime Patrol Aircraft was shown on November 18, 2021 in Boeing's 737 factory in Renton, Washington.
Jason Redmond | Reuters
President Donald Trump's comprehensive tariffs should increase the costs of Boeing and Airbus aircraft, Aerospace Motors and hundreds of other aviation and defense products that threaten an industry that alleviates the US trade deficit by more than $ 100 billion a year.
“It certainly makes things more expensive for the industry,” said DAK Hardwick, Vice President of International Affairs at Aerospace Industries Association, which represents Boeing, GE Aerospace, Airbus and dozens of other aviation and defense companies, said of the tariffs.
The industry group said it asks the Trump government to maintain provisions in an almost half a century-old trade agreement that enables duty-free trade in civil aircraft and imports that are bound by defense and national security.
“The line is certainly long,” Hardwick said to the White House after inquiries.
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The Executive Ordinance of Trump, in which the tariffs were announced, said that commercial and economic policy around the world had tightened a decline in the overall processing of the United States.
With regard to innovations in the defense sector, the order states: “If the United States wants to maintain an effective security shield for the defense of its citizens and home country as well as for their allies and partners, it must have a large upstream production and goods-producing ecosystem in order to make these products without inappropriately dependence on imports for important contributions.”
The aerospace industry has long been a top exporter for the United States. According to company data, Boeing alone has come from customers outside the United States in the past ten years.
“Free trade is very important for us,” said Kelly Ortberg, CEO of Boeing, at a hearing in the Senate on Wednesday. “We are really the ideal type of export company in which we surpass internationally. It creates US workstations and long-term high-quality US workstations. It is therefore important that we continue to have access to this market and that we do not come into a situation in which certain markets are closed for us.”
President and CEO of Boeing Kelly Ortberg testifies to Washington on April 2, 2025, DC in front of the Senate of the Senate, in the Senate office of the Senate.
Win McNamee | Getty Images News | Getty pictures
The industry has largely bought and sold aircraft and parts without paying the tariffs as part of a 45-year trade agreement that is derailed by Trump's new tariffs. This week, the president introduced taxes of 10% in countries around the world, with higher duties in certain countries and regions, some of which are decisive, like Europe, are the key to the aerospace industry.
Imported steel and aluminum, other important materials in airplanes, are subject to the tasks announced at the beginning of this year at a sectoral level at separate tasks at sector level.
“President Trump was clear: If you make your product in America, you don't have to worry about tariffs,” said the spokesman for the White House, Kush Desai, in an e -mail.
The tariffs are paid by the importer, and the increased prices due to the levies would have to be recorded by the aircraft or the engine manufacturer, from the still fragnary supply chain or by the end consumer, said Hardwick.
The analyst of Jefferies, Sheila Kahyaoglu [original equipment manufacturer]Buy new inventory. Outside of this time, ultimately the buyer and thus the consumer. “
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Boeing and the S&P 500
The prices for aircraft are negotiated in advance, and airlines often have to wait for years for aircraft so that the material costs can change dramatically during this period.
“You didn't make money for a car here and it ends up in your entrance in three months,” said Hardwick.
The stocks of Boeing, motor manufacturers GE and Airlines fell again on Friday and added the market after Trump announced the tariffs on Wednesday.
“This is the only processing trade in which America has experienced an enormous trade surplus,” said Richard Aboulafia, managing director of Aerodynamic Advisory. “The idea of waging a trade war for this industry lives in a crystal palace that hurls huge boulders.”
Global supply chain
The tariffs are also a new burden on the aerospace industry, which according to Covid has a fragile supply chain, with some parts. Large stocks have tried to quickly hire employees during a post-pandemic travel boom and to improve production.
But aircraft manufacturers still haven't kept pace with demand.
An Airbus SE A321 aircraft grump is lifted with a crane in the company's Final Assembly Line Facility in Mobile, Alabama
Luke Sharrett | Bloomberg | Getty pictures
Even a label “Made in the USA” for an airplane is a miscarriage.
For example, the supply chain for a Boeing 787 Dreamliner, which is gathered in South Carolina, extends from Japan to Italy.
The European Rival Airbus has a mobile, Alabama, factory, but is still for tariffs for imported parts, from wings to fuselage.
“It doesn't matter who the company belongs. If an item exceeds the limit, it must be paid for by Record importer,” said Hardwick.
Airbus has expanded the factory since the first Airbus A321 in Alabama, an aircraft for Jetblue Airways “Bluesmobile” was called nine years ago. His bet on increasing the US edition of its jets, which are still largely manufactured in Europe, also includes the compilation of smaller A220s in Alabama, including customers, including jetblue and Delta air lines.
Workers of American Airlines carry out maintenance work on the CFM-56 engine in Tulsa, Oklahoma
Erin black | CNBC
In the meantime, General Electric and France's saffron have a joint venture in which they produce first-class CFM engines that supply both Boeing and Airbus tank beams with electricity. Each company produces certain parts of the engines that are sent in factories in Ohio, Indiana and North Carolina for GE and outside of Paris for saffron.
Thousands of imported spare parts for engines and other aircraft parts, many of which come from abroad, could also become more expensive.
“There is no national jet,” said Aboulafia.
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