美国AI 专家洞察:商业售后市场定价展望AI-Unlocked Expert Insights_ Commercial Aftermarket Pricing Outlook
USA | Aerospace & Defense Electronics Equity Research AI-Unlocked Expert Insights: Commercial Aftermarket Pricing Outlook We leveraged Jefferies' newly gained AI tools to synthesize insights on Commercial AM pricing dynamics from expert call transcripts conducted in 2025. Key takes: 1) Maintenance costs are up 30-35% since 2021/2022 w/ MSD+ momentum going forward; 2) TATs remain elevated ~100-125 days w/ relief found in engine exchange programs; and 3) PMA and USM have clear advantages w/pricing and availab ...