Strategy Dossier - 2020-2021 - Global Top 7 Aerospace & Defense Companies - Airbus, BAE Systems, Boeing, General Dynamics, Lockheed Martin, Northrop Grumman, Raytheon Technologies
Global Defense Spending has been on a major upswing over the recent years spurred by the return of the great power competition amongst the leading global powers. The focus has been on equipment modernization, capabilities revitalization and increased R&D outlays towards development of next generation & game changer technologies with the traditional as well as the revisionist powers looking for a potential overmatch & that much vaunted military edge. The continued development of military capabilities by China & the resurgence of Russia as a key regional power over the years have already induced a shift in the overall U.S. strategy towards competition with near peer adversaries as against counter-terrorism operations, which had been the focus earlier. This shift in strategic focus entails fast tracked procurement of systems & hardware to maintain numerical superiority, rapid development & deployment of next generation capabilities to plug existing & potential capabilities gaps and to retain the traditional, long standing strategic capabilities overmatch against adversaries along with continued R&D pursuits to maintain technological edge.
The defense industrial base across the U.S., Europe & most parts of the world has been on a renaissance given the rapid transformation & evolution of geo-political dynamics & ongoing conflicts across some parts of the world. The modernization & upgrade of existing systems & hardware and their replacement with proven technologies and current, off the shelf solutions; well supplemented by scratch-up strategic programs; is providing significant growth opportunities to the U.S. defense industrial base as showcased by the initiation of a number of new, large ticket defense procurement programs over the recent years. The same trend is being echoed across most other parts of the world with a similar focus as highlighted by the multi-billion dollar Australian Land 400 program spread across multiple phases and initiation of multiple modernization programs across Europe, most noticeably, the joint Franco-German Future Combat Air System (FCAS) & Main Ground Combat System (MGCS) programs and the comprehensive modernization of the British Land, Air & Naval Forces under multiple new programs.
Thus, with acknowledgement of strong external threat perceptions, there is political consensus on fast tracked modernization, upgrade & replacements which have been further corroborated by technological developments by the industry which are promising next generation capabilities at a workable & optimized TCO proposition. The global defense industrial base, thus, is readily gearing up with a spurt in activity and is looking forward to a long & much anticipated activity boom with most OEMs reinvigorating their industrial bases, in line with the age of disruptive technologies, led by digitalization, additive manufacturing, unmanned & optionally manned operating capabilities & artificial intelligence, for making the most of this current phase of demand upswing.
Global Defense Spending; at over 2% of the Global GDP for 2019; has been growing at a scorching pace since the onset of this great power competition. The Middle East, Eastern Europe & the Asia-Pacific regions remain as the traditional battlefields for dominance & influence amongst the great powers of the world with political instability, ongoing conflicts & territorial disputes reigning supreme across these regions fuelling demand for military equipment by key regional powers & leading nations across these regions for both defense & offense purposes which has given huge propulsion to arms imports & initiation of indigenous, large scale defense programs over the recent years with the Asia-Pacific region bagging the top spot, a trend which is likely to be sustained over medium term.
This return to the age of multi-polarity, marked by the onset of great power competition at the world stage stymieing the forces of globalization & marking the resurgence of the age of realism, has been offset by the onset of the global outbreak of the COVID-19 pandemic. The colossal & unprecedented economic impact of the pandemic are likely to put pressure on government finances across most parts of the world over near to medium term with defense budgets, especially across traditional markets, likely to be impacted over near term with the exception of strategic programs. The report analyzes the strategic positioning of leading global OEMs, their overall strategic focus and key strategies & plans focused on riding the long term growth wave while staying clear of & managing through the choppy waters over near term.
Against this backdrop, the report analyzes the Near Term Strategy Focus for the Top 7 Global Aerospace & Defense companies in the post COVID-19 world. The report provides comprehensive insights into the Key Strategies & Plans being developed by the leading Global Aerospace & Defense Primes for the near term horizon as the industry braces up for a significant growth phase ahead over the medium term while battling the pandemic induced budgetary constraints over near term.
Relevance & Usefulness: The report will be useful for:
The report will be essential & a key resource for those associated with and having strategic interest in the Global Aerospace & Defense Market. The report will be especially useful for Key Decision-Makers & Senior Industry Executives apart from Program, Project & Procurement Managers, Defense Procurement Departments & Executives, Suppliers, Vendors, Technology & MRO Services Providers and other Key Players in the Industry Value Chain, Existing & potential Investors, Industry & Company Analysts, M&A Advisory Firms, Strategy & Management Consulting Firms, PE Firms, Venture Capitalists and Financing & Leasing Companies, Researchers and all those associated with the industry in general.
The defense industrial base across the U.S., Europe & most parts of the world has been on a renaissance given the rapid transformation & evolution of geo-political dynamics & ongoing conflicts across some parts of the world. The modernization & upgrade of existing systems & hardware and their replacement with proven technologies and current, off the shelf solutions; well supplemented by scratch-up strategic programs; is providing significant growth opportunities to the U.S. defense industrial base as showcased by the initiation of a number of new, large ticket defense procurement programs over the recent years. The same trend is being echoed across most other parts of the world with a similar focus as highlighted by the multi-billion dollar Australian Land 400 program spread across multiple phases and initiation of multiple modernization programs across Europe, most noticeably, the joint Franco-German Future Combat Air System (FCAS) & Main Ground Combat System (MGCS) programs and the comprehensive modernization of the British Land, Air & Naval Forces under multiple new programs.
Thus, with acknowledgement of strong external threat perceptions, there is political consensus on fast tracked modernization, upgrade & replacements which have been further corroborated by technological developments by the industry which are promising next generation capabilities at a workable & optimized TCO proposition. The global defense industrial base, thus, is readily gearing up with a spurt in activity and is looking forward to a long & much anticipated activity boom with most OEMs reinvigorating their industrial bases, in line with the age of disruptive technologies, led by digitalization, additive manufacturing, unmanned & optionally manned operating capabilities & artificial intelligence, for making the most of this current phase of demand upswing.
Global Defense Spending; at over 2% of the Global GDP for 2019; has been growing at a scorching pace since the onset of this great power competition. The Middle East, Eastern Europe & the Asia-Pacific regions remain as the traditional battlefields for dominance & influence amongst the great powers of the world with political instability, ongoing conflicts & territorial disputes reigning supreme across these regions fuelling demand for military equipment by key regional powers & leading nations across these regions for both defense & offense purposes which has given huge propulsion to arms imports & initiation of indigenous, large scale defense programs over the recent years with the Asia-Pacific region bagging the top spot, a trend which is likely to be sustained over medium term.
This return to the age of multi-polarity, marked by the onset of great power competition at the world stage stymieing the forces of globalization & marking the resurgence of the age of realism, has been offset by the onset of the global outbreak of the COVID-19 pandemic. The colossal & unprecedented economic impact of the pandemic are likely to put pressure on government finances across most parts of the world over near to medium term with defense budgets, especially across traditional markets, likely to be impacted over near term with the exception of strategic programs. The report analyzes the strategic positioning of leading global OEMs, their overall strategic focus and key strategies & plans focused on riding the long term growth wave while staying clear of & managing through the choppy waters over near term.
Against this backdrop, the report analyzes the Near Term Strategy Focus for the Top 7 Global Aerospace & Defense companies in the post COVID-19 world. The report provides comprehensive insights into the Key Strategies & Plans being developed by the leading Global Aerospace & Defense Primes for the near term horizon as the industry braces up for a significant growth phase ahead over the medium term while battling the pandemic induced budgetary constraints over near term.
Relevance & Usefulness: The report will be useful for:
- Strategic Planning, Assessment & Decision-Making Processes
- Competitor Analysis & Comparative Analysis of covered Industry OEMs
- Identification of & Insights into Potential Growth Opportunities & Avenues
- Analysis of Near to Medium Term Strategy Focus and Key Strategies & Plans for all OEMs
- Identifying & highlighting areas for making potential Strategic Changes, Adjustments & Realignment
The report will be essential & a key resource for those associated with and having strategic interest in the Global Aerospace & Defense Market. The report will be especially useful for Key Decision-Makers & Senior Industry Executives apart from Program, Project & Procurement Managers, Defense Procurement Departments & Executives, Suppliers, Vendors, Technology & MRO Services Providers and other Key Players in the Industry Value Chain, Existing & potential Investors, Industry & Company Analysts, M&A Advisory Firms, Strategy & Management Consulting Firms, PE Firms, Venture Capitalists and Financing & Leasing Companies, Researchers and all those associated with the industry in general.
SECTION - 1
Business Structure & Snapshot – For each of the Global Top 7 Aerospace & Defense Companies
a) Founded
b) Headquartered
c) Business Segments
d) Employees
e) Revenues
f) Market Capitalization
g) Key Executives
h) Shareholding/Ownership Pattern & Structure
SECTION – 2
Financial Performance Snapshot - For each Industry OEM
1. Revenue Base & Growth Trend
2. Revenues Split by Key Segments
3. Revenues Split by Key Geographic Markets & Regions
4. Gross Earnings & Margin Trend
5. Operating Earnings & Operating Margin Trend
6. Return on Sales Trend
7. Profitability Growth Trend
8. Cash Flow from Operations
9. R&D Expenditure Trend
10. CAPEX Trend
11. Order Intake Trend
12. Order Backlog Position & Growth Trend
SECTION – 3
SWOT Analysis – For each of the Top 7 Industry Players
Strengths to be Leveraged
Weaknesses to be worked on
Opportunities to be capitalized upon
Threats to be negated & mitigated
SECTION – 4
Strategy Focus across OEMs – Near to Medium Term – For the Top 7 Global A&D Primes
Lockheed Martin Corporation
Northrop Grumman Corporation
The Boeing Company
General Dynamics Corporation
Raytheon Company
Airbus SE
BAE Systems plc
SECTION – 5
Analysis of Key Strategies & Plans for the A&D OEMs
Analysis Coverage:
Business and Product Portfolio Strategies & Plans
Market, Segment, Domain & Program Specific Strategies & Plans
R&D Strategies & Plans
Growth Strategies & Plans
Business and Corporate Strategies & Plans
Sales & Marketing Strategies & Plans
Production/Manufacturing Strategies & Plans
Financial Strategies & Plans
Acquisitions, Strategic Alliances & JVs
Other Strategies & Strategic Initiatives
SECTION – 6
Global Aerospace & Defense Industry - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics
Driving Forces
Restraining Forces
SECTION – 7
Key Trends
Industry Trends
Market Trends
Technology Trends
SECTION – 8
Key Issues, Challenges & Risk Factors
SECTION – 9
Strategic Market Outlook – Global Aerospace & Defense
11.1 Analysis of Emerging Market Scenario for Aerospace & Defense
11.2 Global Defense Spending Trends
11.3 Top 5 Defense Spending Nations & Defense Budgetary Trends
11.4 Key Growth & Technology Investment Priority Areas
11.5 Key Upcoming Defense Programs
11.6 Emerging Technologies
11.7 Market Outlook & Growth Projections
Business Structure & Snapshot – For each of the Global Top 7 Aerospace & Defense Companies
a) Founded
b) Headquartered
c) Business Segments
d) Employees
e) Revenues
f) Market Capitalization
g) Key Executives
h) Shareholding/Ownership Pattern & Structure
SECTION – 2
Financial Performance Snapshot - For each Industry OEM
1. Revenue Base & Growth Trend
2. Revenues Split by Key Segments
3. Revenues Split by Key Geographic Markets & Regions
4. Gross Earnings & Margin Trend
5. Operating Earnings & Operating Margin Trend
6. Return on Sales Trend
7. Profitability Growth Trend
8. Cash Flow from Operations
9. R&D Expenditure Trend
10. CAPEX Trend
11. Order Intake Trend
12. Order Backlog Position & Growth Trend
SECTION – 3
SWOT Analysis – For each of the Top 7 Industry Players
Strengths to be Leveraged
Weaknesses to be worked on
Opportunities to be capitalized upon
Threats to be negated & mitigated
SECTION – 4
Strategy Focus across OEMs – Near to Medium Term – For the Top 7 Global A&D Primes
Lockheed Martin Corporation
Northrop Grumman Corporation
The Boeing Company
General Dynamics Corporation
Raytheon Company
Airbus SE
BAE Systems plc
SECTION – 5
Analysis of Key Strategies & Plans for the A&D OEMs
Analysis Coverage:
Business and Product Portfolio Strategies & Plans
Market, Segment, Domain & Program Specific Strategies & Plans
R&D Strategies & Plans
Growth Strategies & Plans
Business and Corporate Strategies & Plans
Sales & Marketing Strategies & Plans
Production/Manufacturing Strategies & Plans
Financial Strategies & Plans
Acquisitions, Strategic Alliances & JVs
Other Strategies & Strategic Initiatives
SECTION – 6
Global Aerospace & Defense Industry - Force Field Analysis - Analysis of Driving & Restraining Forces and their Overall Dynamics
Driving Forces
Restraining Forces
SECTION – 7
Key Trends
Industry Trends
Market Trends
Technology Trends
SECTION – 8
Key Issues, Challenges & Risk Factors
SECTION – 9
Strategic Market Outlook – Global Aerospace & Defense
11.1 Analysis of Emerging Market Scenario for Aerospace & Defense
11.2 Global Defense Spending Trends
11.3 Top 5 Defense Spending Nations & Defense Budgetary Trends
11.4 Key Growth & Technology Investment Priority Areas
11.5 Key Upcoming Defense Programs
11.6 Emerging Technologies
11.7 Market Outlook & Growth Projections
