With airlines parking most of their fleets, new deliveries are being delayed. There is a substantial MRO network that depends on regular repair and maintenance of airline fleets. It is increasingly clear that a recovery will not be V-shaped. Many, perhaps most, parked aircraft will not re-enter service.
Even some parked aircraft require calendar-based maintenance and airlines will only focus on those with the potential to return to service. The parked fleet and delayed deliveries are going to have a devastating impact on MRO facilities. Even when airlines restart network activity, MRO facilities will be waiting for a long time to get workflows back online.
Andy Shankland, Plane View Partners
Michael Denis, Capgemini
Dave Kingstone, BAE Systems