THE GLOBAL AIRCRAFT MANUFACTURING INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global aircraft manufacturing industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Survive the Covid-19 crisis, overcome development issues, expand internationally, control of strategic activities, ensure recurring revenues, meet the challenge for decarbonisation, design the military aircraft of the future, expand onto future markets: the report details the growth levers prioritised by the world leaders in the aircraft manufacturing industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an analysis of the competition in the global aircraft manufacturing industry. It deciphers the threats linked to the arrival of new entrants, the balance of power with the major equipment manufacturers, the challenges related to the strong intervention of the State in the sector and the growing needs in R&D.

THE EXECUTIVE SUMMARY

This ten-page summary draws the reader's attention to the key elements of the study.

THE SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

FRAMING AND ENVIRONMENT

MARKET FUNDAMENTALS

The customers

The different categories of aircraft

Equipment manufacturers

Leader's profiles

Assembly business distribution

Service activity distribution

THE SECTORAL ENVIRONMENT

Overview (PESTEL analysis)

State intervention

Air passenger traffic (2040 forecasts)

Air freight traffic

Financial performance of airlines

Oil prices

Low cost companies

Age of the global passenger aircraft fleet

Global military expenditure

THE MARKET AND LEADERS' ACTIVITY

THE GLOBAL AERONAUTICS INDUSTRY

Commercial aircraft deliveries

Forecasts for the evolution of the world's commercial and freight aircraft fleet

Global commercial aircraft order backlog

General Aviation

The business jet market

The aviation services market

Global exports of commercial and military aircraft

LEADERS' ACTIVITY AND PERFORMANCE

Cumulative sales of the leaders (2012-2020)

Positioning by average growth rate

The aggregate operating income rate of the leaders

Rankings by EBIT rate

Individualized activity and performance

COMPETITION AND LEADERS' STRATEGIES

THE COMPETITIVE ENVIRONMENT

Overview (Porter's strengths)

Intra-sectoral competition

Bargaining power of suppliers

Threat of new entrants

Government's influence

Bargaining power of suppliers

Threats of substitutes

LEADERS' STRATEGIES

Survive the Covid-19 crisis and overcome development challenges

International development

Maintain control of strategic activities

Ensure recurring revenues

Responding to airlines' need for flexibility

Meet the challenge of decarbonising air transport

THE FORCES AT WORK

Rankings of 10 global aircraft manufacturing leaders analysed in the report

Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

SWOT analysis of the 10 leaders

Profiles of the 10 leaders