Exclusive extracts from this 69-page-long report:
- Who are the key players?
The civil aviation market, specifically the 100+ seat categories, has long been a duopoly of Airbus and Boeing, especially following Boeing's purchase of US rival McDonnell Douglas in 1997. In the long run, players from the less than 100-seat segment, such as Embraer and Bombardier, may break the duopoly, as they continue to develop larger airplanes. In the meantime, Airbus and Boeing respectively encompassed 48% and 52% of total commercial jet deliveries in 2016, and 55% and 45% of total unit backlog. [...]
Groups analysed in this report include: Boeing, Airbus, General Dynamics, Bombardier, Textron, Embraer, Dassault Aviation, United Technologies, Mitsubishi Heavy Industries and Rolls-Royce.
- What are the players' strategies?
Boeing has multiplied its efforts to deliver innovation in aerospace technology by investing in early-stage companies, in a move designed to speed up internal innovation. In order to spot innovative start-ups and become an early mover in emerging technologies, Boeing created a dedicated venture capital arm, Boeing HorizonX, in April 2017. The entity has already funded Upskill, a company focused on enterprise software for augmented reality wearables designed to boost manufacturing and logistics efficiency, and Zunum Aero, a group engaged in the development of alternative propulsion aircraft. […]
- What are the players' key growth and profitability drivers?
In 2016, a 9.1% decline in revenue at Airbus Defence and Space, related mainly to asset disposals and weak performance in the Helicopters division, was more than offset by solid growth (7.6% year on year) in commercial aircraft. Group profitability in 2016 was negatively impacted by a €2.2bn impairment charge incurred by the A400M military programme. [...]