Key Insights from Natixis CIB’s Second Annual Aviation Day Americas

Amazon Launches Cargo Flight to Enable Next-Day Delivery in Hawaii Amazon has introduced next-day package delivery on the island of Oahu, enabled by a new late-night cargo flight that extends the order cutoff window for shoppers, an Amazon spokesperson confirmed. Since opening a delivery station in Honolulu over a year ago, the company had relied on twice-daily shipments from the U.S. mainland using two widebody jets operated by its private cargo airline. Until recently, most of the 3.5 million packages delivered annually to Hawaii required at least two days to reach customers. Expanded Air Network and Operational Integration The newly added flight departs the continental United States later in the evening, allowing Amazon to offer a later cutoff time for outbound shipments while still fulfilling its next-day delivery promise, according to Hawai‘i Public Radio. These flights utilize Airbus A330-300 aircraft converted from passenger to cargo configuration and are operated by Alaska Airlines. Last year, Alaska Air acquired Hawaiian Airlines, which had previously held the contract to support Amazon’s air network. This week, the two airlines received a single operating certificate from the Federal Aviation Administration, enabling the integration of training, policies, and procedures across their combined operations. Amazon itself is not certified to operate aircraft and relies on partnerships with established carriers. The Honolulu flights are supported by various airports, including bases in California and Amazon’s primary hub at Cincinnati-Northern Kentucky International Airport, according to flight tracking data. Performance and Strategic Implications A local Amazon manager reported that the Honolulu operation has exceeded expectations in its first year, with the expansion to next-day delivery occurring more rapidly than anticipated. This development forms part of Amazon’s broader strategy to maintain its competitive edge in the e-commerce sector by leveraging technological advancements and artificial intelligence to optimize logistics and delivery operations. Despite these advances, Amazon’s cargo flight initiative faces potential challenges, including regulatory hurdles, environmental concerns, and the logistical complexities inherent in establishing new delivery routes to Hawaii. The expansion has also attracted attention from competitors, who may respond by enhancing their own delivery services or pursuing similar initiatives. Some rivals might lobby against regulatory changes that could favor Amazon’s new service, intensifying competition within the logistics sector. Broader Air Cargo Operations and International Partnerships Beyond consumer deliveries, Amazon’s year-old wholesale air cargo business sells excess airfreight capacity to third-party shippers. For instance, thousands of Maui Gold pineapples are shipped weekly from Hawaii to the mainland in under 12 hours, as reported by KHON2. Much of the unused space on Amazon Air flights is utilized on backhaul routes to logistics hubs, which are often empty due to Amazon’s predominantly one-way, business-to-consumer shipping model. Amazon has also expanded its air cargo partnerships internationally. In July, South Korea’s Air Premia began transferring belly cargo to Amazon at Honolulu airport for onward shipment to the continental U.S., where packages are distributed to 45 cities, including Atlanta and Houston, via the Amazon Air network. Additionally, Amazon Air Cargo serves destinations in Colombia and the Dominican Republic, with Avianca Cargo booking shipments on Amazon flights returning to the U.S. As Amazon continues to expand its delivery capabilities in Hawaii, these efforts highlight the evolving landscape of e-commerce logistics and the ongoing race to provide faster, more efficient service to customers.

Crash Caused by Fuel Exhaustion Near Iola, Kansas A Piper PA-28-181 aircraft crashed near Iola, Kansas, after exhausting its fuel supply, according to a recent report released by the National Transportation Safety Board (NTSB). The pilot reported commencing the flight with 48 gallons of fuel, estimating this quantity would provide approximately five hours of flight time. After flying for roughly four hours and twenty minutes, the pilot began his descent, activated the fuel pump, and checked the fuel gauges, which indicated three to four gallons remaining in each tank. Shortly after this, the engine lost power. The pilot attempted to restart the engine by switching fuel tanks, temporarily restoring power before the engine failed again. With no alternative, he executed an emergency landing on a gravel road about 1.5 miles northeast of the airport. During the landing, the right wing struck a tree and separated from the fuselage, causing significant damage to the aircraft. The pilot was unharmed and later informed investigators that he believed the aircraft had run out of fuel, leading to the engine failure. Investigation Findings and Broader Implications The NTSB determined the probable cause of the accident to be inadequate fuel planning by the pilot, which resulted in total engine failure due to fuel exhaustion. Incidents of this nature carry consequences beyond the immediate crash site. They often necessitate road closures and cause traffic disruptions, which can impede emergency response efforts and affect local infrastructure. Similar events, such as the Middletown crash on Interstate 91, have demonstrated the wider impact of fuel exhaustion accidents on surrounding communities. Moreover, such accidents tend to prompt heightened scrutiny of fuel management practices within the aviation sector. Regulatory authorities may respond by considering new guidelines or implementing stricter oversight to mitigate the risk of recurrence. In parallel, industry competitors frequently enhance safety protocols and engage in public relations initiatives to maintain confidence among passengers and stakeholders. The NTSB’s October 2023 report highlights the essential role of meticulous fuel planning, consistent maintenance, and vigilant operational oversight. By assimilating lessons from these incidents, pilots and operators can contribute to preventing future accidents and strengthening safety standards throughout the aviation industry.

Unite Secures Above-Inflation Pay Deal for Lufthansa Technik Hayes Staff More than 200 shop floor employees at Lufthansa Technik’s landing gear overhaul facility in Hayes, London, have secured a 5% pay increase following negotiations led by the UK trade union Unite. This agreement, covering the next 12 months, delivers a pay rise that surpasses current inflation rates and applies uniformly across all pay terms for the skilled workforce responsible for refurbishing landing gear on major passenger aircraft, including the Airbus A380. Union Response and Significance Unite general secretary Sharon Graham praised the outcome, emphasizing the union’s role in achieving a fair settlement for aviation engineering staff at Lufthansa Technik. She highlighted the critical expertise of the workforce in ensuring the safety and maintenance of essential aerospace equipment. Graham underscored the collective strength of union members in securing improved pay and conditions. Similarly, Unite regional officer Joe McGowan described the deal as a deserved recognition and reward for the employees who have established the Hayes plant as a global centre of excellence in landing gear overhaul. Context Within Lufthansa’s Broader Challenges The pay agreement arrives at a crucial juncture for Lufthansa, which continues to navigate the delicate balance between employee relations and financial objectives. The airline is actively negotiating with various unions to prevent potential strike action that could disrupt operations and hinder its recovery trajectory. Despite reporting slightly stronger-than-expected third-quarter earnings, Lufthansa remains under scrutiny as ongoing pay discussions pose potential risks to profitability. In parallel, Lufthansa is pursuing €200 million in annual savings through digitalization efforts and restructuring within its maintenance, repair, and overhaul (MRO) operations. These cost-cutting initiatives may face resistance from staff, underscoring the importance of managing employee morale carefully while striving to meet financial targets. Implications for the Industry The successful negotiation at Hayes may set a precedent for competitors confronting similar pressures to maintain workforce satisfaction and avert industrial disputes. The outcome highlights the critical role of constructive union engagement in sustaining operational stability and supporting broader strategic goals within the aerospace maintenance sector.

Biometric Technology and Digital Credentials Transform Global Air Travel The International Civil Aviation Organization (ICAO) is poised to accelerate the worldwide adoption of biometric, digital, and artificial intelligence-powered border management technologies at its forthcoming TRIP Symposium in Montréal. Under the theme “Identity Beyond Borders: Building the Next Generation of Seamless Travel,” the event will convene governments, technology providers, airlines, airport authorities, and international organizations to promote the deployment of advanced solutions that are fundamentally reshaping international air travel. Advancing Seamless and Secure Travel Biometric screening, digital travel credentials, and AI are rapidly transforming the passenger experience. Airports and border agencies across multiple continents are implementing facial recognition systems, automated e-gates, and mobile-based digital identities to facilitate smoother passenger flows while enhancing security measures. Early pilots of these technologies have demonstrated significant reductions in wait times, increased processing capacity, and high levels of traveler satisfaction. ICAO’s vision aims for seamless and accessible air transport globally by 2050, emphasizing the need to globalize these innovations so that every traveler benefits at every airport. Central to this ambition is the ICAO TRIP Programme, which advances globally interoperable identity and border management solutions. The upcoming symposium will act as a catalyst for sharing insights from early adopters, comparing national and regional strategies, and identifying pathways for rapid scaling and harmonization. The objective is to transition from isolated pilot projects to global standards and routine practice. Digital Travel Credentials, currently being piloted in various regions, enable passengers to securely verify their identity via smartphones, thereby reducing the frequency of manual document checks. The integration of multimodal biometrics at automated border control gates further expedites processing while maintaining stringent security standards. Airlines and border agencies are also deploying integrated platforms that combine Advance Passenger Information and Passenger Name Record data, allowing for targeted interventions and more efficient resource allocation. Addressing Privacy and Security Challenges Despite the benefits, the rapid adoption of these technologies presents significant challenges, particularly concerning privacy and cybersecurity. The widespread use of biometric data and digital credentials raises concerns about data protection. Moreover, the emergence of AI-driven social engineering attacks now represents a cybersecurity threat that surpasses traditional ransomware risks. In response, new systems are incorporating privacy protection measures such as data minimization and secure storage, guided by operational frameworks established by international bodies. Industry competitors are simultaneously enhancing security protocols and integrating biometric solutions to remain competitive amid shifting market preferences toward digital identities. The foundation of these technological advancements rests on secure and trusted identity ecosystems. Robust enrolment procedures, secure document issuance, and biometric verification are being implemented to ensure credentials are issued exclusively to legitimate holders. Evidence from recent deployments indicates measurable reductions in document fraud and more reliable border control processes. Continuous modernization of travel documents, aligned with ICAO Doc 9303 specifications, remains a priority, with updated machine-readable documents and enhanced security features improving resilience against forgery. Global Collaboration for Future Air Travel The symposium’s agenda highlights collaboration among key international organizations, including the European Commission, FRONTEX, the United Nations High Commissioner for Refugees, the International Organization for Migration, INTERPOL, the International Air Transport Association, and Airports Council International. This broad coalition underscores the global commitment to transforming air travel through secure, efficient, and interoperable digital identity solutions, while simultaneously addressing the evolving challenges of privacy and cybersecurity in an increasingly digital world.

Singapore Airlines Advances Innovation and Luxury in Global Air Travel Singapore Airlines has once again reaffirmed its position as a global leader in aviation, seamlessly integrating innovation, luxury, and reliability. For the thirty-fourth consecutive year, the airline was honored as the Best Asia-Pacific Airline by readers of Business Traveller Asia-Pacific, underscoring its unwavering commitment to exceptional service and operational precision. The carrier also received top accolades in categories including Best First Class, Best Business Class, Best Cabin Crew, and Best Inflight Entertainment, further cementing its reputation as a benchmark for premium air travel. Elevating the Passenger Experience Central to Singapore Airlines’ enduring success is its meticulous attention to every facet of the passenger journey. The airline’s signature Airbus A380 Suites provide unmatched privacy and comfort, complemented by the personalized “Book the Cook” dining service and a highly trained cabin crew dedicated to creating memorable experiences. From state-of-the-art inflight entertainment systems to upgraded premium lounges, every element is carefully designed to embody elegance and warmth, ensuring that travelers receive a consistently refined experience. Commitment to Innovation and Expansion Innovation remains a cornerstone of Singapore Airlines’ strategy. The airline continues to invest heavily in next-generation aircraft and digital enhancements, delivering the latest advancements in comfort and operational efficiency. Its strategic hub at Singapore Changi Airport, renowned for world-class facilities, facilitates seamless connections across Asia, Europe, and the Pacific. Premium lounges at the hub further elevate the travel experience, providing comfort and convenience from departure to arrival. Over the past year, Singapore Airlines has expanded its global network by introducing new routes and increasing flight frequencies, including up to two daily services to Christchurch, New Zealand. Strategic partnerships, such as its joint venture with Garuda Indonesia and an expanded collaboration with ANA, have strengthened its regional connectivity and broadened its market reach. Navigating Competitive Challenges Despite its achievements, Singapore Airlines faces intensifying competition from other premium carriers such as Air France and Qantas, both recognized for their own luxury offerings. The airline’s efforts to balance affordability with its luxury brand image are exemplified by initiatives like the “Time to Travel” campaign, which features discounted fares aimed at attracting a broader customer base. Industry observers and travelers alike are closely monitoring how Singapore Airlines maintains its premium positioning amid evolving market dynamics and competitive responses, including moves by rivals like Air Canada to capture high-end travelers. Future Outlook Looking forward, Singapore Airlines is preparing to introduce next-generation cabin products across its fleet, including the Boeing 777-9 and Airbus A350-900. These upgrades form part of a broader vision to redefine the future of air travel, emphasizing sophistication, trust, and continuous innovation. As the airline navigates a rapidly changing industry landscape, its relentless pursuit of excellence and adaptability will be crucial to sustaining its leadership in global luxury air travel.

Goodyear Consolidates Global Aviation Operations to Drive Innovation **Akron, Ohio, Oct. 31, 2025** – The Goodyear Tire & Rubber Company (NASDAQ: GT) has announced the unification of its global aviation business under a single organizational structure. This strategic realignment is designed to accelerate innovation and enhance service delivery to its growing customer base across commercial, military, and private aviation sectors. The move reflects Goodyear’s ongoing commitment to providing premium performance and value in an industry undergoing rapid transformation. Leadership and Strategic Direction Effective November 1, 2025, Joe Burke has been appointed vice president of Global Aviation. With over a decade of experience at Goodyear and a robust background spanning both commercial and aviation segments, Burke will be responsible for overseeing global strategy and execution. He will report directly to Grégory Boucharlat, senior vice president of Global Commercial. “Aviation is a strategic and high-value segment for Goodyear, and we’re proud of the legacy we’ve built over the past century,” Boucharlat stated. “By aligning our global capabilities, we’re better positioned to serve our customers with some of the industry’s most trusted products and services. Joe’s leadership and experience will be instrumental in driving the next chapter of Goodyear’s growth in aviation.” Innovation Amid Industry Transformation Goodyear’s aviation division remains a vital component of its global portfolio, supported by a rich history of innovation. Since developing the world’s first pneumatic aircraft tire in 1909, the company has supported millions of landings through rigorous testing programs. Today, Goodyear’s products are utilized by commercial airlines, military fleets, and private aircraft operators worldwide, contributing to improved efficiency and reduced operating costs. The consolidation comes at a time of significant change and increased competition within the aviation industry. The sector is experiencing rapid shifts in demand, technological advancements, and a growing emphasis on decarbonization and resilience, themes highlighted at the recent World Aviation Festival 2025. Industry developments, such as the financial losses and strategic restructuring faced by GAC Group, illustrate the challenges companies encounter in adapting to evolving market conditions and reconstructing industrial ecosystems. Market analysts suggest that Goodyear’s consolidation may be met with skepticism regarding its ability to effectively navigate these pressures. Competitors are expected to respond with their own strategic initiatives aimed at enhancing innovation and strengthening market positions, potentially intensifying competition across the sector. Despite these challenges, Goodyear remains focused on leveraging its engineering expertise and global resources to deliver advanced solutions for original equipment manufacturers, pilots, and fleet managers. The company’s two Innovation Centers, located in Akron, Ohio, and Colmar-Berg, Luxembourg, continue to spearhead the development of cutting-edge products and services. Goodyear employs approximately 68,000 people and operates 51 manufacturing facilities across 19 countries. Further information is available at www.goodyear.com/corporate.

Qatar Airways Named Best Airline at 2025 Business Traveller Awards Qatar Airways has been honored as the “Best Airline in the World” at the 2025 Business Traveller Awards, solidifying its status as a preeminent force in global aviation. The award ceremony, held at London’s Sky Garden, acknowledged the airline’s unwavering commitment to excellence, innovation, and an outstanding passenger experience. Recognition for Excellence and Innovation The Business Traveller Awards, adjudicated by a panel of industry experts, celebrate exceptional achievements across the travel and hospitality sectors. This year, Qatar Airways distinguished itself through superior service standards, innovative offerings, and strategic leadership. Its focus on luxury, comfort, and cutting-edge services has established new benchmarks in air travel, making it a preferred choice for discerning travelers worldwide. In addition to the top accolade, Qatar Airways received several other prestigious awards, including Best Business Class, Best Economy Class, Best Frequent Flyer Programme, Best Airline Lounge (Al Mourjan Lounges, Doha), and Best Airline Between Europe and the Middle East. These multiple recognitions underscore the airline’s comprehensive excellence across all facets of its operations. Thierry Antinori, Chief Commercial Officer of Qatar Airways, expressed his appreciation for the honors, stating, “Being named World’s Best Airline, alongside awards for our Business and Economy Class cabins, loyalty programme, and lounges, is a testament to our dedication to delivering unparalleled experiences at every travel touchpoint. These awards reaffirm our position as a global leader and inspire us to continue setting new standards for comfort, connectivity, and service.” Michael Keating, Chief Commercial Officer at Ink Global, praised Qatar Airways’ performance, noting, “Qatar Airways performed outstandingly well in this year’s Business Traveller Awards, winning five of the seven global airline categories. From its industry-leading Business Class product to innovations like free Starlink Wi-Fi, Qatar Airways is a truly deserving winner.” Industry Competition and Future Outlook Qatar Airways’ recognition arrives amid intensifying competition within the global aviation sector. Last year’s winner, Singapore Airlines, along with other leading carriers, is expected to respond with enhanced services and strategic marketing efforts. This heightened rivalry may influence customer preferences and prompt adjustments in pricing and service quality as airlines compete for top rankings. Despite these challenges, Qatar Airways continues to expand its global network, now serving over 170 destinations, while investing in product enhancements and service innovation. The airline’s latest accolades mark a significant milestone in an exceptional year, reinforcing its influential role in shaping the future of air travel.

Powering the Skies: Aziz Koleilat on GE Aerospace’s Bold New Flight Path GE Aerospace’s storied history in aviation began in 1917, when General Electric first developed aircraft turbochargers during World War I. By 1941, the company had produced the United States’ inaugural jet engine, the I-A, which powered the Bell XP-59A, America’s first jet aircraft. Over subsequent decades, GE engines became integral to both commercial and military aviation, propelling iconic aircraft such as the Boeing 747 and the F-16 fighter jet. Entering the 21st century, GE expanded its capabilities into digital aviation, solidifying its status as the world’s leading supplier of commercial jet engines for aircraft including the Boeing 777 and 787 Dreamliner. Today, GE Aerospace commands a vast global presence. Aziz Koleilat, President and CEO of GE Aerospace for the Middle East, Pakistan, Türkiye, and the CIS, highlights the company’s extensive reach: “In 2024, 3.4 billion people flew with our engines under wing. Three out of four commercial flights globally are powered by GE Aerospace and our partners: that’s the scale of our immersion with the industry.” Sharpened Focus After the Spin-Off The 2024 spin-off of GE Aerospace from General Electric marked a significant turning point, particularly in the Middle East, a region experiencing some of the fastest growth in aviation worldwide. According to the International Air Transport Association’s (IATA) June 2025 Global Outlook, airline passenger traffic in the Middle East is expected to increase by 6.4% year-on-year, surpassing the global average and positioning the region just behind Asia-Pacific as one of the world’s leading aviation markets. Koleilat emphasizes that the spin-off has brought renewed clarity and strategic focus. “By launching as an independent entity, we became very focused on our own mission. Our purpose is simple: we invent the future of flight, lift people up, and bring them home safely. Now all our efforts and power as an organisation are focused on that mission,” he explains. This refined focus has driven a more targeted regional strategy. Over the past eighteen months, GE Aerospace has expanded its footprint, deepened customer engagement, and invested in infrastructure to support sustained growth. “The past year has really been about growing our presence and focusing on the customer,” Koleilat notes. Investing in Innovation and Regional Resilience Central to GE Aerospace’s strategy is a $10 million investment to expand its maintenance, repair, and overhaul (MRO) facilities in Dubai and Doha. This commitment builds on the company’s earlier establishment of the Middle East Technology Centre (MTC) in 2014, created to address the Gulf’s extreme operating conditions. “The Middle East has the largest wide-body fleet in the world and a unique hub-and-spoke model around cities like Dubai, Doha, and Istanbul,” Koleilat observes. “We created MTC to study the hot and harsh environment—the sand, the heat, and the operational demands.” Koleilat also underscores the region’s distinctive market dynamics and challenges, including navigating geopolitical tensions, advancing technological innovation, and adapting to evolving military requirements. The defense helicopter engines market, for instance, is projected to grow from $25.27 billion in 2025 to $30.98 billion by 2030, driven by innovation and increasing demand. Competitors are responding by leveraging cross-cultural teams to foster innovation and expand their regional presence. As GE Aerospace charts its new course, its emphasis on innovation, customer engagement, and regional adaptation positions the company at the forefront of the Middle East’s aviation expansion—powering the skies and shaping the future of flight.

Lufthansa to Operate Airbus A380 Into the 2030s Lufthansa has announced plans to extend the operational life of its Airbus A380 fleet well into the early 2030s, defying earlier expectations that the double-decker superjumbo would be retired imminently. This decision marks a significant shift from the outlook during the height of the COVID-19 pandemic, when the collapse in global aviation demand led many to view large four-engine aircraft as increasingly obsolete. Extending Service Amid Delivery Delays The German flag carrier, a founding member of the Star Alliance, revealed that its A380s will remain in service for at least another five years. This extension is largely driven by substantial delays in the delivery of newer, more fuel-efficient widebody aircraft, including the Airbus A350-1000 and Boeing 777-9. During the airline’s recent third-quarter financial results briefing, CEO Carsten Spohr emphasized that these setbacks have necessitated prolonging the use of older jets. Alongside the A380s, the Airbus A340-600 fleet will also continue flying until mid-2026. Spohr characterized this strategy as a “business necessity” to bridge the gap until the arrival of new aircraft. Navigating a Challenging Market Environment Lufthansa’s commitment to the A380 comes amid a complex and challenging market landscape. The airline is contending with rising operational costs, subdued passenger demand, and intensifying competition from Germany’s expanding high-speed rail network. These factors have already compelled Lufthansa to reduce its domestic flight schedule by 100 weekly departures. The A380’s inherently high operating expenses, combined with the broader industry trend favoring more efficient twin-engine aircraft such as the Boeing 787 and Airbus A350, add further complexity to the carrier’s fleet management strategy. Despite these challenges, Lufthansa has invested in refurbishing its A380 cabins, including the installation of new business class seats, to enhance passenger experience and optimize returns on these aircraft during their extended service period. While leasing aircraft might appear a straightforward alternative to cover fleet shortfalls, industry experts note that reactivating stored jets or extending the lifespan of existing planes is often faster and more cost-effective. Strategic Considerations and Fleet Outlook Lufthansa’s approach reflects the distinct operational dynamics it faces compared to other major European airlines like Air France-KLM and IAG. The German carrier’s strategy is influenced by unique market pressures, including domestic rail competition and shifting passenger preferences. Currently, Lufthansa operates eight Airbus A380s, according to fleet data from ch-aviation. The decision to maintain the A380 fleet underscores the ongoing challenges in aircraft deliveries and the evolving realities of the post-pandemic aviation sector. As Lufthansa adapts to these conditions, the Airbus A380—once considered a symbol of an earlier era in aviation—will continue to play a vital role in the airline’s long-haul operations well into the next decade.

Korean Air Converts Part of Airbus A350 Order to Freighters Korean Air has announced the conversion of seven of its existing Airbus A350-1000 passenger aircraft orders into the A350F freighter variant, a strategic move aimed at enhancing its cargo capabilities amid evolving market conditions. This decision positions Korean Air as the latest customer for the A350F, the world’s only all-new large freighter currently under development. Enhancing Cargo Capacity with the A350F Benoît de Saint-Exupéry, Airbus Executive Vice President of Sales for Commercial Aircraft, described Korean Air’s decision as “a significant endorsement of the aircraft’s unique capabilities.” He emphasized that the A350F will offer the airline “the most efficient solution in the large freighter segment.” The aircraft is engineered to carry up to 111 tonnes of payload over a range of 4,700 nautical miles (8,700 kilometers), powered by Rolls-Royce Trent XWB-97 engines. Airbus highlights that the A350F achieves up to 40% lower fuel consumption and carbon emissions compared to previous-generation freighters with similar payload and range. The A350F incorporates the industry’s largest main deck cargo door and features a lightweight airframe composed of more than 70% advanced materials. This design results in a take-off weight that is 46 tonnes lighter than its closest competitor. Additionally, the A350F is the only freighter designed to fully comply with the International Civil Aviation Organization’s (ICAO) enhanced CO₂ emissions standards, which are set to take effect in 2027. Implications for Korean Air and the Market Following this conversion, Korean Air’s total A350 order now comprises 33 aircraft: 20 A350-1000s, seven A350Fs, and six A350-900s, two of which have already been delivered. The airline also maintains orders for 39 Airbus A321neo single-aisle aircraft, supporting its broader passenger and cargo growth strategies. However, the shift from passenger to freighter aircraft presents potential challenges. The conversion process may introduce delays and additional costs as production schedules are adjusted. Market reactions have been mixed; some investors express concern over potential impacts on passenger service revenue, while others view the move as a strategic response to increasing demand for air freight. This development may also prompt competitors to accelerate their own cargo fleet expansions, potentially intensifying competition within the freighter market. As of September 2025, the Airbus A350 Family had amassed 1,445 orders from 63 customers worldwide, including 65 A350Fs from 10 cargo airlines and one lessor. This underscores the growing significance of dedicated freighter aircraft in the global aviation industry.