Why Amazon and Temu Are Buying Every Freighter They Can Find

Cargo Aviation Booms in 2025

While passenger aviation grabs headlines, cargo carriers quietly enjoyed exceptional performance in 2025. E-commerce demand, supply chain restructuring, and specialized logistics requirements have created a golden age for freight operators.

E-Commerce Drives Demand

The pandemic accelerated e-commerce adoption, and those habits have persisted. Consumers expect fast delivery of everything from electronics to pharmaceuticals, and air cargo makes that possible.

Integrators like FedEx, UPS, and DHL are expanding fleets. Amazon continues building its own air network. Traditional cargo carriers are adding capacity on key trade lanes.

Freighter Conversions Boom

With new cargo aircraft in short supply, conversion programs are thriving. Companies like ATSG, AEI, and Boeing convert passenger aircraft into freighters, giving retired passenger jets new life.

The 737-800BCF, A321P2F, and 767-300BCF programs all report strong order books. These conversions typically offer better economics than new-build freighters.

Specialized Cargo Growth

Beyond general freight, specialized cargo segments show strong growth. Temperature-controlled pharmaceuticals, high-value electronics, and perishable goods all require specialized handling that air cargo provides.

The Bottom Line

Cargo aviation often flies under the radar of aviation enthusiasts focused on passenger operations. But freighter fleets represent significant economic activity, and the sector’s growth shows no signs of slowing.