MRO & Manufacturing
Daher Reports Record 2025 Revenue with Strategic Global Expansion
Daher achieved €1.9B revenue in 2025, expanding globally with new U.S. assembly line and advancing defense tech and sustainability.
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.
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.
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. 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.
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.
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.
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.
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.
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.
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
Daher Reports Record 2025 Revenue Amid Strategic Expansion
Financial Growth and Global Expansion
Record Revenue and Workforce Expansion
Expanding the U.S. Manufacturing Footprint
Sovereign Innovation and Technological Advancements
The EyePulse MALE Drone
Thermoplastic Composites and Sustainability
Corporate Governance Restructuring
Leadership Changes for the Next Era
AirPro News analysis
Frequently Asked Questions (FAQ)
What is Daher’s “Take Off 2027” plan?
When will the new Daher assembly line in Florida open?
What is the EyePulse drone?
Photo Credit: Daher
MRO & Manufacturing
Lufthansa Technik Opens New MRO Facility in Tulsa Oklahoma
Lufthansa Technik Component Services opens a 25,000 sq ft MRO facility in Tulsa, expanding repair capabilities for Airbus and Boeing components.
This article is based on an official press release from Lufthansa Technik.
Lufthansa Technik Component Services (LTCS) has officially opened a new 25,000-square-foot facility in Tulsa, Oklahoma. According to an official press release from the company, the state-of-the-art building marks the first major milestone of a two-part expansion program aimed at meeting the growing demand for component maintenance, repair, and overhaul (MRO) services across the Americas.
The new facility introduces 90 new workstations, an upgraded avionics workshop, and expanded administrative areas. As the third building on the LTCS Tulsa campus, it significantly increases the company’s production space when combined with ongoing renovations to its original two buildings. We note that this development highlights a broader industry trend of expanding localized support for airline operators.
The Tulsa expansion brings notable new technical capabilities to the region. The company stated in its release that the facility will now handle the repair and overhaul of Integrated Drive Generators (IDG) used in major commercial-aircraft. This includes support for the Airbus A320ceo and A320neo, as well as the Boeing 737NG and MAX families, ensuring comprehensive service for some of the most widely used narrowbody aircraft in the world.
Additionally, the site features a wide array of component workshops covering avionics, galley components, emergency equipment, hydraulics, pneumatics, and fuel systems. Customers across the Americas will benefit from 24/7 component availability and strategically stocked material stores. These regional services are fully integrated into Lufthansa Technik’s global network, which includes major component hubs in Hamburg and Frankfurt, Germany, as well as Shenzhen, China.
Looking ahead, LTCS has outlined an ambitious growth trajectory for its Oklahoma operations. The company announced intentions to more than triple the size of the newly opened building during the second phase of its expansion. This future development will focus on increasing production capacity and adding specialized capabilities, primarily in pneumatics and complex avionics, tailored to the needs of operators in the Americas.
Local and state officials welcomed the investment, emphasizing the positive impact on the regional workforce and economy. John Budd, CEO of the Oklahoma Department of Commerce, attended the ribbon-cutting ceremony alongside other key partners and highlighted the economic significance of the project.
“Lufthansa Technik Component Services’ new Tulsa facility marks a major milestone for Oklahoma’s aerospace industry, strengthening our position as a leading hub for MRO services,” Budd said in the press release.
Similarly, Tobias Baumgart, Managing Director of LTCS, emphasized the strategic nature of the investment, noting that it strengthens the company’s presence as a premium partner and an attractive employer in the Tulsa community. We view this expansion as a clear indicator of the robust recovery and subsequent growth in the Americas’ commercial aviation sector. By localizing MRO capabilities for high-demand platforms like the A320neo and 737 MAX, Lufthansa Technik is positioning itself to reduce turnaround times and alleviate supply chain bottlenecks for regional operators. The decision to establish a stronger foothold in Tulsa also underscores the growing importance of the U.S. Midwest as a strategic aerospace and aviation maintenance hub. Furthermore, the commitment to a second phase that will triple the facility’s footprint suggests strong long-term confidence in the North-America MRO market.
The new building spans 25,000 square feet and introduces 90 new workstations to support component maintenance, repair, and overhaul.
According to the company, the facility will service a wide range of components, including avionics, hydraulics, and fuel systems. It also introduces repair and overhaul capabilities for Integrated Drive Generators (IDG) used on Airbus A320 and Boeing 737 aircraft families.
Yes. LTCS plans a second phase that will more than triple the size of the new building, focusing on expanding capabilities in pneumatics and complex avionics.
Lufthansa Technik Component Services Opens New MRO Facility in Tulsa
Expanded Capabilities and Global Integration
Strategic Growth and Future Phases
AirPro News analysis
Frequently Asked Questions
What is the size of the new LTCS facility in Tulsa?
What aircraft components will be serviced at the new location?
Are there plans for further expansion?
Sources
Photo Credit: Lufthansa Technik
MRO & Manufacturing
Smiths Group Secures 5-Year Contract with GE Aerospace for Hose Assemblies
Smiths Group’s STS Aerospace signs a five-year deal to supply flexible hose assemblies to GE Aerospace, supporting increased engine production.
This article is based on an official press release from Smiths Group.
Smiths Group, the British multinational industrial engineering company, has announced a significant commercial victory for its STS Aerospace business. According to an official company press release, STS Aerospace, part of the company’s Flex-Tek division, has secured a long-term, five-year agreement with GE Aerospace.
Under this new contract, STS Aerospace will supply hundreds of highly engineered flexible and hybrid hose assemblies. These critical components will be utilized across GE Aerospace’s extensive commercial and defense-related engine fleets, which currently power tens of thousands of Commercial-Aircraft in more than 100 countries worldwide.
We view this agreement as a crucial step in solidifying the supply chain for global aviation, particularly as engine Manufacturers navigate surging demand, increased production targets, and a renewed global focus on defense fleet preparedness.
The modern aircraft engine relies on a complex network of fluid management systems to maintain operational safety and performance. Based on the Smiths Group press release, STS Aerospace will provide assemblies that ensure the reliable flow of critical fluids throughout the aircraft fleet. These systems are essential for engine reliability, operational readiness, and lifecycle support for global operators.
In the official announcement, the leadership at Flex-Tek emphasized the importance of this ongoing collaboration:
“We are proud to extend our long standing partnership with GE Aerospace. This agreement is a strong vote of confidence in our expertise. Our teams play a vital role in supporting high performance engine platforms that operators around the world depend on every day. We look forward to building on this customer partnership and continuing to deliver the high integrity, engineered solutions to our customers that we are known for.”
Mike Stern, President of Flex-Tek Aerospace
To understand the timing and significance of this five-year agreement, we must look at the broader aerospace manufacturing landscape. Industry research indicates that GE Aerospace is currently undergoing a period of rapid expansion. In 2025, the manufacturer delivered 2,386 commercial aircraft engines, marking a 25% year-over-year increase as previous Supply-Chain constraints began to ease. Furthermore, market data shows that GE Aerospace committed nearly $1 billion in 2025 to upgrade its United States manufacturing facilities and supply chain, largely to support the Manufacturing of its best-selling CFM LEAP turbofan engines. Securing reliable, long-term component suppliers like STS Aerospace is a direct requirement of this aggressive production ramp-up.
The GE Aerospace contract is part of a broader winning streak for Smiths Group’s Flex-Tek division in early 2026. According to recent market reports, another Flex-Tek unit, Titeflex, secured a contract on March 10, 2026, with the Indian Space Research Organisation (ISRO) to provide specialized hose assemblies for high-altitude ground test rigs.
Additionally, Smiths Group expanded its thermal management capabilities through the strategic acquisition of DRC Heat Transfer in March 2026. This commercial momentum has not gone unnoticed by financial analysts; in late March 2026, research firm Morningstar upgraded Smiths Group’s stock to a “Buy” rating, reflecting positive sentiment around the company’s recent commercial victories.
When we analyze this five-year agreement, the strategic value of “unsung hero” components becomes clear. While flexible hose assemblies may not capture headlines like next-generation fan blades or sustainable aviation fuel, they are mission-critical to the safety and lifecycle of multi-million-dollar jet engines.
Industry data highlights that approximately 70% of GE Aerospace’s revenue is derived from high-margin aftermarket services. The reliability of these engines directly impacts this profitability. By locking in a trusted supplier like STS Aerospace for the next half-decade, GE Aerospace is proactively mitigating future supply chain bottlenecks while protecting its lucrative aftermarket service network. For Smiths Group, this contract reinforces the Flex-Tek division’s position as a cornerstone of its diversified engineering portfolio, which currently generates roughly 25% of the group’s total revenue.
Sources: Smiths Group Press Release
Deepening a Strategic Supply Chain Partnership
The Role of STS Aerospace Components
Market Context: GE Aerospace’s Production Ramp-Up
Meeting Surging Engine Demand
Smiths Group’s Broader Momentum in 2026
Flex-Tek Division Expansion
AirPro News analysis
Frequently Asked Questions
STS Aerospace is a business unit within the Flex-Tek division of Smiths Group, specializing in mission-critical fluid management systems for the aviation and defense sectors.
Under the five-year agreement, STS Aerospace will supply hundreds of highly engineered flexible and hybrid hose assemblies used to ensure the reliable flow of critical fluids in commercial and defense engine fleets.
Following a 25% year-over-year increase in commercial engine Deliveries in 2025, GE Aerospace requires stable, long-term supply chains to maintain production rates and support its highly profitable aftermarket services.
Photo Credit: Smiths Group
MRO & Manufacturing
MBRAH and Lufthansa Technik Open New Aviation Painting Center in Dubai
MBRAH and Lufthansa Technik Middle East launch a Painting & Grinding Center in Dubai to improve aircraft repair efficiency and reduce turnaround times.
This article is based on an official press release from Dubai Government Media Office.
The Mohammed Bin Rashid Aerospace Hub (MBRAH) and Lufthansa Technik Middle East have officially opened a new Painting & Grinding Center in Dubai. According to an official press release from the Dubai Government Media Office, the facility aims to enhance aviation maintenance, repair, and overhaul (MRO) capabilities within the region.
Located at Dubai South, the new center is specifically designed to support component painting and grinding processes essential for structural and composite aircraft repairs. The development is expected to significantly reduce turnaround times for airline operators by enabling faster curing and drying processes, thereby improving overall repair efficiency.
The inauguration ceremony was attended by key executives, including MBRAH CEO Tahnoon Saif and Lufthansa Technik Middle East CEO Ziad Al Hazmi. This expansion underscores a growing trend of global aviation players establishing advanced technical facilities in the United Arab Emirates to meet rising regional demand.
The introduction of the Painting & Grinding Center represents a strategic expansion for Lufthansa Technik Middle East. The company, which already provides specialized airframe and component MRO services for modern commercial-aircraft, will leverage the new facility to improve repair efficiency for both Airbus and Boeing operators.
By integrating advanced painting and grinding capabilities, the center addresses a critical bottleneck in composite and structural repairs. The official press release notes that the facility will allow for faster curing and drying times, directly benefiting customers across the Middle East and beyond through reduced aircraft downtime.
“This new facility marks a major step in strengthening our operational capabilities in the region. By introducing enhanced component painting and grinding capabilities, we are improving efficiency and enabling faster turnaround times for our customers. Our continued expansion at MBRAH reflects our long-standing partnership with Dubai South and our commitment to supporting the aviation industry in the Middle East with reliable, high-quality technical expertise.”
As stated by Al Hazmi in the company’s release, the expansion is deeply tied to Lufthansa Technik’s broader strategy of delivering rapid technical support, material management, and logistics for airline operators worldwide.
The Mohammed Bin Rashid Aerospace Hub continues to position itself as a premier free-zone destination for the global aerospace industry. Developed by Dubai South, MBRAH hosts a variety of maintenance centers, training campuses, and associated industries, offering high-level connectivity to airlines and private jet operators. The addition of Lufthansa Technik’s new center aligns with the emirate’s broader economic and infrastructural goals. By attracting top-tier aviation service providers, MBRAH seeks to foster engineering industries and solidify Dubai’s status in the global aerospace market.
“The inauguration of Lufthansa Technik Middle East’s new Painting & Grinding Center marks another important milestone in strengthening the aviation ecosystem at MBRAH. We continue to attract leading global aviation players establishing advanced capabilities to support the growing demand for aviation services in the region. This is part of our mandate to reinforce Dubai’s position as the aviation capital of the world, in alignment with our wise leadership’s vision for the emirate.”
According to Saif’s remarks in the press release, the hub’s mandate is heavily focused on building a comprehensive aviation ecosystem that can support the increasing volume of air traffic and fleet expansions in the Middle East.
We observe that the expansion of MRO facilities in the Middle East is a direct response to the rapid growth of regional airline fleets. As carriers in the Gulf continue to take delivery of next-generation aircraft, the demand for localized, high-quality maintenance services has surged.
By establishing specialized centers like the Painting & Grinding Center within free-zone hubs such as MBRAH, MRO providers can significantly cut down on the logistical complexities and costs associated with shipping components overseas for repair. This localized approach not only improves turnaround times for airlines but also strengthens the UAE’s strategic position as a self-sufficient aviation powerhouse.
MBRAH is a dedicated free-zone destination located in Dubai South, designed to support the global aerospace industry. It serves as a base for airlines, private jet companies, MRO providers, and associated aviation training and engineering industries.
The new Painting & Grinding Center supports component painting and grinding processes used in structural and composite aircraft repairs. It is designed to improve efficiency, enable faster curing and drying times, and reduce overall turnaround times for airline operators.
The inauguration ceremony was attended by Tahnoon Saif, CEO of the Mohammed Bin Rashid Aerospace Hub, and Ziad Al Hazmi, CEO of Lufthansa Technik Middle East, alongside other senior executives from both organizations.
Enhancing MRO Capabilities in the Middle East
Leadership Perspectives
Dubai’s Vision as a Global Aviation Hub
Strategic Milestones
AirPro News analysis
Frequently Asked Questions
What is the Mohammed Bin Rashid Aerospace Hub (MBRAH)?
What services does the new Lufthansa Technik facility provide?
Who attended the inauguration of the new facility?
Sources
Photo Credit: Dubai Government Media Office
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