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Tariff Concerns and Supply Chain Issues Impact Dassault Falcon

Tariff Concerns and Supply Chain Challenges Impact Dassault Falcon Performance
Dassault Aviation has reported a subdued performance for its Falcon business jet line in the first half of 2025, attributing the downturn to persistent supply chain disruptions and escalating concerns over potential U.S. tariffs. The French aerospace manufacturer recorded only eight Falcon jet orders during this period, a decline from 11 in the same timeframe last year, while deliveries remained steady at 12 aircraft.
Impact of U.S. Tariffs on Market Competitiveness
Chief Executive Eric Trappier emphasized the looming tariff threat as a significant factor undermining the Falcon’s competitiveness, particularly in the crucial U.S. market where Dassault faces strong competition from rivals such as Gulfstream. The U.S. government is set to impose 30% tariffs on European imports starting 1 August 2025, a development Trappier warned could severely damage Dassault’s market position. He cautioned that even lower tariff rates of 10 to 20% would render operations in the U.S. market unviable for European manufacturers, who already face inherent disadvantages compared to their American counterparts.
Dassault’s full-year guidance anticipates approximately 40 Falcon deliveries, though this forecast does not factor in the potential ramifications of U.S. tariffs or retaliatory European measures. Trappier noted that while 40 deliveries would represent a solid performance, the company could sustain itself with fewer Falcon deliveries if it increased production of its Rafale fighter jets. Nonetheless, he acknowledged that any import tax would elevate costs and place Dassault in a challenging position, despite the company’s efforts to mitigate tariff impacts by completing Falcon interiors at its facility in Little Rock, Arkansas.
Supply Chain Disruptions and Strategic Adjustments
Compounding these tariff concerns are ongoing supply chain difficulties. Trappier described persistent delays from contractors and highlighted that some suppliers are struggling to survive, undergoing restructuring or ownership changes. Although the most severe disruptions caused by the Covid-19 pandemic have largely subsided, he warned that supply chain challenges could continue for another year or two.
In response, Dassault is adjusting its production strategy by shifting some manufacturing operations to India through a joint venture. This move aims to diversify the supply chain and reduce exposure to tariff-related risks. However, the recent imposition of 50% tariffs on Canadian aluminum, effective since 4 June 2025, introduces a new complication, threatening the supply of critical materials and potentially undermining these diversification efforts.
The broader aviation industry is also reevaluating vendor networks and exploring alternative sourcing options in countries less affected by tariffs. This trend is expected to influence procurement and aircraft acquisition strategies, as competitors seek to mitigate tariff risks through supply chain diversification.
Falcon 6X Deliveries and Market Outlook
Despite these challenges, deliveries of the Falcon 6X model have increased, accounting for approximately half of all Falcon deliveries in the first half of the year and receiving positive customer feedback. However, with the Russian market closed due to sanctions and uncertainty surrounding U.S. trade relations, Trappier warned of a difficult future. He stated, “If we can’t trade with the US anymore, things are going to get really tough for us,” underscoring the critical importance of the American market to Dassault’s business jet operations.

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