THE GLOBAL DEFENSE INDUSTRY

1. EXECUTIVE SUMMARY

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.

2. SUMMARY

Summary

Key slides

3. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

BUSINESS FUNDAMENTALS

4. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• Economic factors

• Political/geostrategic factors

• Technological factors

THE GLOBAL DEFENCE MARKET

• Global military spending

• Geographical breakdown of global military spending

• Breakdown of NATO military spending

• Global military spending by region

• Focus on China's military spending

• Focus on US military spending

• The naval fleets of China and the United States

• Global military air fleet by country

• Global military air fleet by region

• Global military air fleet by type

• The political role of the arms trade

• Global arms exports

• Global arms imports

• Breakdown of arms imports by region

LEADERS' BUSINESS AND PERFORMANCE

• Revenue

• Operating profit

• Investments

• Geographical presence

• Individualised activity and performance

5. COMPETITION AND LEADERSHIP STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sector competition

• Intra-sector competition in combat aircraft

• Intra-sector competition in tactical transport aircraft

• Intra-sector competition in military tanker aircraft

• Intra-sector competition in military helicopters

• Intra-sector competition in warships

• Intra-sector competition in warships: focus on the situation in Europe

• Intra-sector competition in land vehicles, artillery and munitions

• Intra-sector competition in weapons systems and missiles

• Market share of market leaders

• The level of diversification of operators in the industry

• Threat of new entrants

• Government's influence and the bargaining power of customers

• Bargaining power of suppliers

LEADERS' STRATEGIES

• Overview

• Strengthening its services

• Expand internationally

• Pursue an aggressive innovation strategy

• Consolidate its position in its domestic market

• Facing the challenges of consolidation in the global defence market

• Improve competitiveness

6. FORCES AT WORK

• Rankings of the 10 world leaders in the global defence industry

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

• SWOT analysis of the 10 leaders

7. LEADERS' PROFILES

• Airbus

• Bae Systems

• Boeing

• General Dynamics

• L3Harris Technologies

• Leonardo

• Lockheed Martin

• Northrop Grumman

• RTX

• Thales