SFAS Framework Analysis (2018-2019) on the Top 5 Global Commercial Aircraft OEMs: Boeing, Airbus, Bombardier, Embraer and ATR -- OEMs are Focused Strongly on Ramping Up Aircraft Production Rates
Boeing & Airbus lit up the Farnborough Airshow 2018 with combined order intake for around 960 aircrafts worth $160 billion at list prices, with Boeing's order intake packing a real punch underscored by its tally of orders for freighters, indicating towards resurgence in demand for freighters and that the aviation super cycle is still in full momentum. The burgeoning order backlog across OEMs; worth over $1 trillion, is likely to drive consistent revenues growth across the industry value chain over the next decade as it gears up for disciplined operational execution. Airlines profitability continues to be on the upward growth trajectory with 2018 likely to be another boom year for the airlines with the profitability projected to register double digit growth rate to reach $38.4 billion in 2018, despite the spike in crude oil prices & pressures from escalating labor costs. Against this backdrop, this SFAS Framework Analysis will thus be crucial to understand & assess as to how are the OEMs strategically positioned in a rapidly changing and evolving industry dynamics and market environment and how adaptive, responsive & prepared are they to be able to ride the waves of change & disruption blowing through the market.