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Comparative SWOT & Strategy Focus - 2021-2025 - Europe's Top 5 Aerospace & Defense Companies - Airbus, BAE Systems, Rolls Royce, Safran, Leonardo

$1,475.00 $1,475.00

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 European defense industrial base, too, has seen a spurt in activity over the recent years spurred by a heightened threat perception following Russian resurgence & the subsequent acquisition of Crimea apart from the earlier mandate of boosting defense spending to 2% of GDP for NATO member states.


Defense spending in Europe has witnessed an upswing over the years to provide for upgrade & modernization recapitalization of ageing equipment as well as new, next generation equipment. The modernization of French Leclerc tanks and the British Challenger tanks is already underway while the programs for procurement of IFVs & other armored troop transport vehicles are also being pursued actively in the fast track mode across the continent. Poland's outlining of latest plans for procurement of U.S. M1A2 Abrams MBTs is a clear sign of the prevailing heightened Russian threat perception. Defense spending has been on a sustained growth trajectory in the EU as well with the French defense budget for 2021 registering an increase over 2020 in line with France's latest military program law through 2025 despite the pandemic and economic pressures.


The German defense spending too is poised for a 3.9% increase for 2021 and is likely to remain stable through 2024 auguring well for the joint Franco-German defense programs going forward with the European Aerospace & Defense industry witnessing a growing trend towards pursuit of joint defense equipment development programs with the hallmark of the same being the Franco-German FCAS and the MGCS programs. The European continent is also host to development of two sixth generation fighter jet programs being spearheaded by the Franco-German-Spanish consortium for the FCAS program & the British-Italian-Swedish Tempest program respectively. Further, a comprehensive modernization of the British Land, Air & Naval Forces is also underway spearheaded by multiple new programs led by the Astute & Dreadnought-class nuclear powered submarines, in addition, to pursuit of multiple programs to upgrade ageing armor platforms through fresh procurements.


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 European Defence Fund (EDF), under the European Defense Industrial Development Programme (EDIDP), too, is facilitating the development of next generation technologies under a collaborative & cooperative approach geared towards Europe’s strategic autonomy by fostering the competitiveness & technological advancement of Europe’s defense industrial base.


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. Additionally, Commercial Aviation had been in dire straits through 2020 with the industry literally battered by COVID-19 with the situation putting pressure on companies with exposure to commercial aviation, especially, Boeing & Airbus and their supply chains, with the behemoths recording one of their worst years ever. The ordeal is less painful for the industry so far in 2021 with domestic passenger traffic reaching pre-COVID levels in the U.S. while across the EU it is almost at the 70% level. However, full recovery is projected to be realized only by 2024.


Against this backdrop, the report analyzes the European Aerospace & Defense market in the post COVID-19 world and provides a comprehensive Comparative SWOT Framework & Strategy Focus Analysis on the Europe’s Top 5 Aerospace & Defense Companies. The report analyzes the overall, Near to Medium Term Strategy Focus and provides insights into the Key Strategies & Plans for the leading Aerospace & Defense Primes for the near to medium term horizon based on comparative assessment of:-


1. Business Portfolios Analysis & Strategic Positioning across Key Markets & Segments

2. Analysis of overall Cost Base, Structure & Management

3. Relative Presence & Positioning across Defense Programs

4. Analysis of Revenue Streams, Resource Base & Domain Competencies

5. Revenues & Profitability, Key Profit Sources, Growth & Trend Analysis

6. Capital & Ownership Structure and Financial Strength

7. Degree of Diversification

8. Order Backlog Position and Order Book Composition

9. International Presence across Key Geographic Markets & Regions – Breadth & Depth

10. Key Competitor Analysis across Segments & Degrees of Competitive Intensity

11. Competitive Market Positioning across Key Markets & Product Segments

12. Overall Strategy Orientation & Focus, R&D Strategy, Technological Strength & Capabilities

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


For Whom: Key Decision-Makers across Industry Value Chain


The report will be essential & a key resource for those associated with and having strategic interest in the European or Global Aerospace & Defense Industry. 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.


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