As organizations evaluate the implications of evolving tariff measures, it is critical to adopt a framework for analyzing tariff implications.

The aerospace and defense (A&D) industry has emerged from the impact of the COVID-19 pandemic positioned to experience record deliveries in 2025 and beyond. However, headwinds are ahead as the industry now braces for a new challenge. The impending impact of tariffs is creating a new range of strategic and operational challenges.

For an industry built on precision, scalability, and international collaboration, the stakes are high. Yet, there may be clear skies ahead. By proactively reviewing potential scenarios, industry leaders can build greater resilience in their operations.

This paper explores the motivation behind these policies and the impact on trade, manufacturing, and, specifically, the A&D industry. We also address a framework that organizations can implement to identify strategic options that can be deployed to navigate the turbulence.

Download our POV and to learn more about how Capgemini can help with a framework to manage through the turbulence of tariffs.

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