5. Used serviceable material (USM) stocks will pick up as newly retired airframes and engines are torn down to feed the still-operational fleet, but talk of a tsunami may be premature.
8. Airframe and engine manufacturers may shift their focus to nurturing decimated production rates and related supply chains, and near-term opportunities for parts manufacturer approval (PMA). This could lead to an emergence of specialists.
After a dismal 2020 that saw sales in most areas of the commercial aftermarket fall off dramatically, the near term should bring comfort in the form of year-over-year growth. But just how quickly the MRO market will bounce back remains to be seen, as does how each segment will fare during the recovery.
