Daher to build TBM aircraft in the US |

Daher, which builds the TBM series of high-speed single-engine turboprops in Tarbes, France, and the Kodiak family of utility aircraft in Sand Point, Idaho, is opening a new second final assembly line for each in Stuart, Florida. Strategy The company has been pursuing a multi-national strategy, focusing on expanding in the United States, its largest aircraft market. It also has a stabilizing aerostructures business and manufactures parts and components for Airbus and Boeing. In 2022, Daher completed an acquisition of Triumph Aerospace's metal aerostructures business and is expanding its operations at the Stuart, Florida, site that it acquired from Triumph. The TBM family of aircraft is currently the company’s best-selling model, with about 80% of the 56 deliveries last year to customers in the United States. However, with more than 200 TBM aircraft ordered since 2022, customers are now waiting too long and are going elsewhere. Daher CEO Didier Khyat indicated that the company must increase capacity and deliver faster. Ground has been broken on the new assembly facility site, which should start delivering TBM aircraft in 2027. Expanding capacity for the Kodiak family is challenging in Sand Point, Idaho, so that a second line will be established after the second TBM line for Kodiak aircraft in Stuart. Tariff Threats The threat of tariffs looms large on the business aviation industry for non-US manufacturers. “We had some trade risks with tariffs eight years ago. We hope Trump 2.0 takes into account warnings from GAMA and others, but if they don’t, it makes sense to have a TBM line where we have 80% of our sales,” said Kayat. The Bottom Line The aero-structures business at Stuart has been struggling, as have its competitors Triumph and Spirit Aerostructures. While it is losing money in that segment, the company is profitable overall, “so we are a more resilient player than our competitors,” said Kayat. The company is also in a dispute related to its acquisition from Triumph, citing undisclosed issues in due diligence. Litigation is ongoing, and Kayat indicated that they may not have moved forward with the acquisition if they had had the correct information. It does not seem that a rapid resolution to the dispute is in the cards. Nonetheless, the company is nearing its five-year goal of becoming a $2 billion company by 2027. Revenues were $1.88 billion in 2024 on 82 aircraft deliveries.

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