Daher TBM Type AviGo-Tracked Active Fleet Q1 Expands Sharply, US Contributes ~80% of Movements — Florida Plant Timing Precise

AviGo data shows Q1 2026 TBM type tracked active fleet expanded from 108 to 358 aircraft; movements from 2,125 to 6,105. US contributes 4,834 movements (79.2% global share); France grew from 61 to 336 entering #2. Important note: the active-fleet jump from 108 to 358 is extraordinarily abnormal — most likely due to AviGo data coverage expansion (e.g. new ADS-B data source or tracking algorithm optimization), not real market growth; movement-volume jump may similarly reflect data coverage improvement. So the above changes should not be read as market trend. However, US market's absolute dominance in TBM movements is credible. Daher is building TBM + Kodiak joint assembly line at Florida Stuart, with first Florida-made aircraft expected for 2027 delivery; TBM 980 made its US debut at Sun 'n Fun on April 14. US market dominance provides demand support for Daher's localized production. Confidence ★★ (AviGo data + KG events, but active-fleet and movement-volume changes mainly reflect data source expansion, not market growth).