THE GLOBAL DEFENSE INDUSTRY

IN THIS XERFI GLOBAL REPORT :

MARKET ANALYSIS

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 defense industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Strengthen its offer of services, increase in size and reinforce its positioning, develop autonomous and future combat systems, position in cyberwarfare, conquer international markets: the report details the growth levers prioritised by the world leaders in the defense industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

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. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

MARKET FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview

• Economic factors

• Political/geostrategic factors

• Technological factors

THE GLOBAL DEFENSE MARKET

• Demand

• Supply

• External trade

LEADERS' ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit rate

• Commercial performance

• Investments

• Revenue by region

• Growth and profits

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sectoral competition

• Threat of new entrants

• Government's influence and bargaining power of customers

• Bargaining power of suppliers

LEADERS' STRATEGIES

• Overview

• Strengthening in services

• Growing in size and strengthening its position

• Developing future autonomous and combat systems

• Positioning in cyberwarfare

• Conquering international markets

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

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

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

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• LOCKHEED MARTIN

• RAYTHEON TECHNOLOGIES

• BOEING

• NORTHROP GRUMMAN

• GENERAL DYNAMICS

• BAE SYSTEMS

• L3HARRIS TECHNOLOGIES

• LEONARDO

• AIRBUS

• THALES

LOCKHEED MARTIN

RAYTHEON TECHNOLOGIES

BOEING

NORTHROP GRUMMAN

GENERAL DYNAMICS

BAE SYSTEMS

L3HARRIS TECHNOLOGIES

LEONARDO

AIRBUS

THALES