U.S. Aerospace & Defense Industry - 2021-2022 - Strategy Dossier on Top 5 Industry OEMs - Boeing, General Dynamics, Lockheed Martin, Northrop Grumman, Raytheon Technologies
Global Defense spending has been on a major upswing led by the resurgence of great power competition among leading geopolitical powers and spearheaded by R&D-led technological evolution. The realignment of U.S. defense spending, the largest in the world, with renewed focus on competing with near peer adversaries while sustaining traditional overmatch over adversaries, has accelerated the pace of recapitalization of ageing equipment with the award of several new defense contract awards over the recent years & many others in the pipeline. The same remains a key area of focus & contention for the industry given their strategic nature, size, scale as well as scope & long term horizon.
This shift in strategic focus entails fast tracked procurement of systems & hardware to maintain numerical superiority besides rapid development & deployment of next generation capabilities to:
Defense spending in the U.S. is being beefed up steadily over the years to provide for recapitalization of ageing equipment as well as development of next generation technologies. The U.S. defense industrial base is gearing up for the demand renaissance with several big ticket defense contracts already awarded and at different stages of development & service entry, most noticeably, JLTV, B-21 LRSB, M1A2 Abrams MBT modernization, JMR-FVL, T-X Trainer, existing helicopters re-engining with the ATEP and the upcoming B-52 Re-Engining program, rapid development of hypersonics capability and initiation of the OMFV program for the replacement of the venerable M2 Bradley IFV fleet.
The demand side growth stimulus, being led by changing geopolitical equations & dynamics, is being conjoined by the technological advancements & evolution on the supply side, spearheaded by the industry, which, too, is incentivizing the replacement of legacy defense hardware worldwide with next generational equipment marking a quantum leap in performance & capabilities while offering an optimized total cost of ownership.
The ongoing COVID-19 pandemic globally has had an unprecedented impact on the world economy and has put tremendous pressure on government finances across most parts of the world. The same is also likely to have a slight impact on defense spending over near term. However, strategic & long term programs are unlikely to be impacted by the same across most parts of the world going forward.
Against this backdrop, the report analyses & provides comprehensive insights into the U.S. Top 5 Aerospace & Defense Industry OEMs with focus on a blend of quantitative & qualitative analysis. The report provides detailed analysis on A&D Primes, including, comprehensive analysis of overall strategy focus, key strategies & plans for medium term, product portfolio & financial analysis and a detailed SWOT analysis. The report also projects market evolution for the A&D industry over medium term with analysis of emerging market scenario, defense spending growth projections, key market & technology trends, issues & challenges, key growth domains and potential growth opportunities.
Relevance & Usefulness: The report will be useful for:
The report would be quintessential for those having strategic interest in the U.S./Global Aerospace & Defense Industry. The report will be extremely useful for Key Decision-Makers, Program Managers, Global Procurement Managers, Defense Contracting Executives & Departments, Top Management of Industry Players & Other Companies, Industry OEMs, Suppliers, Vendors, Associated Equipment Manufacturers and other Key Players in the Industry Value Chain. The report will also be useful for existing & potential Investors, Industry & Company Analysts, M&A Advisory Firms, Strategy & Management Consulting Firms, PE Firms, Venture Capitalists, Financing & Leasing Companies, Researchers and all those associated with the industry. The report is comprehensive yet concise & compact at the same time; is custom-built for meetings & presentations, being built on the Microsoft PowerPoint platform; in addition, to being a ready self-reckoner as well as a quick reference guide driving, enabling & ensuring prompt and informed decision making.
This shift in strategic focus entails fast tracked procurement of systems & hardware to maintain numerical superiority besides rapid development & deployment of next generation capabilities to:
- Plug existing & potential capabilities gaps
- Retain the traditional, long standing strategic capabilities overmatch against adversaries
- Optimize total cost of ownership over long term
Defense spending in the U.S. is being beefed up steadily over the years to provide for recapitalization of ageing equipment as well as development of next generation technologies. The U.S. defense industrial base is gearing up for the demand renaissance with several big ticket defense contracts already awarded and at different stages of development & service entry, most noticeably, JLTV, B-21 LRSB, M1A2 Abrams MBT modernization, JMR-FVL, T-X Trainer, existing helicopters re-engining with the ATEP and the upcoming B-52 Re-Engining program, rapid development of hypersonics capability and initiation of the OMFV program for the replacement of the venerable M2 Bradley IFV fleet.
The demand side growth stimulus, being led by changing geopolitical equations & dynamics, is being conjoined by the technological advancements & evolution on the supply side, spearheaded by the industry, which, too, is incentivizing the replacement of legacy defense hardware worldwide with next generational equipment marking a quantum leap in performance & capabilities while offering an optimized total cost of ownership.
The ongoing COVID-19 pandemic globally has had an unprecedented impact on the world economy and has put tremendous pressure on government finances across most parts of the world. The same is also likely to have a slight impact on defense spending over near term. However, strategic & long term programs are unlikely to be impacted by the same across most parts of the world going forward.
Against this backdrop, the report analyses & provides comprehensive insights into the U.S. Top 5 Aerospace & Defense Industry OEMs with focus on a blend of quantitative & qualitative analysis. The report provides detailed analysis on A&D Primes, including, comprehensive analysis of overall strategy focus, key strategies & plans for medium term, product portfolio & financial analysis and a detailed SWOT analysis. The report also projects market evolution for the A&D industry over medium term with analysis of emerging market scenario, defense spending growth projections, key market & technology trends, issues & challenges, key growth domains and potential growth opportunities.
Relevance & Usefulness: The report will be useful for:
- Strategic Planning & Decision-Making Processes
- Identification of & Insights into Potential Growth Opportunities & Avenues
- Key Growth Domains, Markets and Opportunities
- Key Upcoming, Strategic Defense Programs - Overview
- U.S. Defense Budgetary Trend and Defense Budgetary Spending Levels across Key Defense Markets Globally
- Identifying & highlighting areas for making potential Strategic Changes, Adjustments & Realignment
- Overview of Key, Emerging & Game Changer Technologies that are likely to Shape the future
The report would be quintessential for those having strategic interest in the U.S./Global Aerospace & Defense Industry. The report will be extremely useful for Key Decision-Makers, Program Managers, Global Procurement Managers, Defense Contracting Executives & Departments, Top Management of Industry Players & Other Companies, Industry OEMs, Suppliers, Vendors, Associated Equipment Manufacturers and other Key Players in the Industry Value Chain. The report will also be useful for existing & potential Investors, Industry & Company Analysts, M&A Advisory Firms, Strategy & Management Consulting Firms, PE Firms, Venture Capitalists, Financing & Leasing Companies, Researchers and all those associated with the industry. The report is comprehensive yet concise & compact at the same time; is custom-built for meetings & presentations, being built on the Microsoft PowerPoint platform; in addition, to being a ready self-reckoner as well as a quick reference guide driving, enabling & ensuring prompt and informed decision making.
SECTION - 1
Business Structure & Snapshot – For each of the U.S. Top 5 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 5 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 5 U.S. A&D Primes
Lockheed Martin Corporation
Northrop Grumman Corporation
The Boeing Company
General Dynamics Corporation
Raytheon Technologies
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
Portfolio Adjustment & Realignment based on 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
Latest & Upcoming U.S. Defense Programs – Detailed Program Factsheets
Program Size
Scale & Scope
Competing OEMs
Program Stage & Status
Contract Awards
Latest Developments
Upcoming Milestones
Program Outlook
SECTION – 10
Strategic Market Outlook – Global Aerospace & Defense
10.1 Analysis of Emerging Market Scenario for Aerospace & Defense
10.2 U.S. & Global Defense Spending Trends
10.3 Top 5 & Top 10 Defense Spending Nations
10.4 Market Outlook & Growth Projections
10.5 Global Defense Spending Level - 2021-2025 – Projections
10.6 Global Defense Spending & Growth Rates for Key Regions – 2021-2025
U.S.
Europe
Asia-Pacific
Middle East
Business Structure & Snapshot – For each of the U.S. Top 5 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 5 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 5 U.S. A&D Primes
Lockheed Martin Corporation
Northrop Grumman Corporation
The Boeing Company
General Dynamics Corporation
Raytheon Technologies
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
Portfolio Adjustment & Realignment based on 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
Latest & Upcoming U.S. Defense Programs – Detailed Program Factsheets
Program Size
Scale & Scope
Competing OEMs
Program Stage & Status
Contract Awards
Latest Developments
Upcoming Milestones
Program Outlook
SECTION – 10
Strategic Market Outlook – Global Aerospace & Defense
10.1 Analysis of Emerging Market Scenario for Aerospace & Defense
10.2 U.S. & Global Defense Spending Trends
10.3 Top 5 & Top 10 Defense Spending Nations
10.4 Market Outlook & Growth Projections
10.5 Global Defense Spending Level - 2021-2025 – Projections
10.6 Global Defense Spending & Growth Rates for Key Regions – 2021-2025
U.S.
Europe
Asia-Pacific
Middle East
