Daher Reports Record 2025 Revenue Amid Strategic Expansion

French aerospace manufacturers Daher has reported a record-breaking financial performance for 2025, marking a pivotal milestone in its five-year “Take Off 2027” strategic plan. According to an official company press release, Daher achieved €1.9 billion in revenue, driven by aggressive international expansion, advancements in sovereign defense innovation, and a steadfast commitment to decarbonization.

The 2025 results highlight a period of rapid growth and transformation for the family-owned company. Alongside its financial-results, Daher announced significant operational milestones, including the rapid development of a new military drones and the expansion of its manufacturing footprint in the United States.

To support this new scale of operations, the company also revealed a major corporate leadership restructuring set to take effect in late March 2026, signaling a generational shift in its executive board as it prepares for the next phase of global aerospace demand.

Financial Growth and Global Expansion

Record Revenue and Workforce Expansion

Daher’s financial trajectory has shown marked acceleration under its current strategy plan. The company reported that its 2025 revenue reached €1.9 billion, a substantial increase from the €1.65 billion recorded in 2023. Furthermore, the manufacturer noted that it currently holds the equivalent of five years of revenue in its orders book, securing long-term operational stability.

This financial growth has been mirrored by a steady increase in human capital. According to the company’s release, Daher’s global workforce grew by 3.6% year-over-year, reaching 14,500 employees. In 2025 alone, the company recruited 2,772 external employees, split nearly evenly between France (1,427) and international locations (1,345). The company also highlighted its diversity and training initiatives, noting that women now represent 27% of the total workforce and 31% of new hires, while the Daher Learning Center delivered over 163,000 hours of training across its global facilities.

Expanding the U.S. Manufacturing Footprint

International operations now account for 55% of Daher’s total revenue, with 4,000 employees, representing 28% of its workforce, based outside of France. A cornerstone of this international strategy is the expansion of its manufacturing capabilities in the United States.

To meet robust demand in the Americas, which absorbs over 61% of TBM aircraft deliveries, Daher announced the construction of a third Final Assembly Line (FAL) at Witham Field in Stuart, Florida. Following a long-term lease renewal, this facility will assemble both TBM and Kodiak aircraft, complementing the company’s existing assembly lines in Tarbes, France, and Sandpoint, Idaho. The company projects that the first Florida-built aircraft will roll out in 2027.

Additionally, Daher expanded its global footprint in 2025 by opening new offices in Brazil to focus on aircraft sales and in the United Arab Emirates to bolster its industrial services. The company also consolidated its industrial service positions in Tianjin, China, supporting Airbus A320 and A321 final assembly lines.

Sovereign Innovation and Technological Advancements

The EyePulse MALE Drone

A major highlight of Daher’s 2025 operational year was its aggressive push into the aerospace and defense sectors, emphasizing what the company terms “sovereign innovation.” In June 2025, Daher was selected to co-develop the EyePulse Medium Altitude Long Endurance (MALE) drone demonstrator.

According to the company, the drone was designed, integrated, and completed its first flight by December 2025, a record development timeline of just six months. Utilizing a TBM 900 series airframe, the EyePulse project underscores Daher’s growing capabilities in complex system architecture, dual-use technology management, and high-level avionics integration for national defense applications.

Thermoplastic Composites and Sustainability

Daher continues to invest heavily in its three technology centers to prepare for the next generation of commercial aircraft. At the Shap’in Tech Center in Nantes, France, the company is accelerating the industrialization of induction welding, automation, and recycling for thermoplastic composites. These material innovations are achieving weight savings of up to 15%, which the company states will be critical for supplying future single-aisle short- and mid-range aircraft.

In recognition of these advancements, Daher was awarded a 2025 JEC Innovation Award for its welded wing rib made of thermoplastic composites.

These technological investments are closely tied to Daher’s sustainability targets. The company has integrated a strict climate policy aligned with the Paris Agreement into its “Take Off 2027” plan, aiming to reduce operational emissions by 50% by 2032 compared to a 2022 baseline. As of early 2026, Daher reported it has already achieved a 15% reduction in emissions. Consequently, the independent Carbon Disclosure Project (CDP) awarded Daher a Leadership score of “A-“, ranking it among the most committed aerospace companies regarding climate transition.

Corporate Governance Restructuring

Leadership Changes for the Next Era

To support its expanded scale and future ambitions, Daher announced a significant leadership restructuring in March 2026. After 20 years with the group, including a decade as its leader, Didier Kayat will step down as Chairman and CEO on March 31, 2026.

The company announced that Thibault Scaramanga, previously Vice Chairman representing the Daher family, has been appointed Chairman of the Board of Directors. Aymeric Daher has been named Executive Deputy CEO. Furthermore, the board of directors will be strengthened with the appointments of Marwan Lahoud and Éric Versey, the latter representing private equity investor Bpifrance.

AirPro News analysis

We view Daher’s recent trajectory as a compelling case study in middle-market aerospace resilience and strategic foresight. By successfully balancing high-rate serial production for major OEMs like Airbus with proprietary aircraft manufacturing (the TBM and Kodiak lines) and defense contracting, Daher has effectively insulated itself against sector-specific downturns.

The strategic pivot toward the United States, most notably the upcoming Florida assembly line, demonstrates a clear recognition that the Americas remain the primary growth engine for general aviation. By transitioning from a distinctly French manufacturer to a transatlantic aerospace player, Daher is positioning its supply chain closer to its largest customer base.

Furthermore, the company’s heavy investment in thermoplastic composites is not merely an environmental initiative; it is a core business strategy. As the industry looks toward the next generation of commercial airliners, weight reduction will be paramount for fuel efficiency and emissions compliance. Daher’s proven ability to industrialize these lightweight materials places it in a highly competitive position to secure lucrative aerostructures contracts in the coming decade.

Frequently Asked Questions (FAQ)

What is Daher’s “Take Off 2027” plan?

Launched in 2023, “Take Off 2027” is Daher’s five-year strategic plan focused on international expansion, sovereign defense innovation, and decarbonization. The plan aims to solidify the company’s position as a large, profitable international aerospace player.

When will the new Daher assembly line in Florida open?

Daher is currently constructing a third Final Assembly Line (FAL) at Witham Field in Stuart, Florida. According to the company, the first aircraft built at this facility is expected to roll out in 2027.

What is the EyePulse drone?

The EyePulse is a Medium Altitude Long Endurance (MALE) military drone demonstrator co-developed by Daher. Based on the TBM 900 series airframe, it was developed and flown in a record time of six months in 2025, highlighting Daher’s capabilities in defense and sovereign innovation.

Sources: Daher Press Release