Commercial Aerospace

Commercial Aerospace Research Notes provides in-depth analyst on specific market segments.  Research notes are designed to provide a 360 analysis in about 20-40 slides and provide our customers with all the essentials of a given market segment, competitor or systems of interest.

 

Our specific areas of expertise include:
  • Aircraft Production Outlook
  • Competitor Analysis
  • Supply Chain
  • Aircraft Systems & Avionics
  • Commercial Aerospace Clusters

List of Currently Available Studies

Aircraft Production

 

  • C-Series Outlook to 2030:  Revised Forecast Post Airbus Partnership

We revisit our Bombardier C-Series outlook in the wake of the Airbus partnership.

Publication date: November 2017  Follow this link for more information

  • Bombardier CRJ

The current version of the CRJ has been in service since 2013.  Competition is increasing, but what is the impact on the CRJ? Does the US scope clause provide a ring fence around the CRJ?  What does China’s Rule 96 mean for the CRJ?

Publication date: March 2017  Follow this link for more information

  • Commercial Aircraft Production to 2030:  Into the Next Cycle

A look at the current production and an analysis of the back-end of the narrow-body surge.  Scenarios for the sequencing of next generation aircraft and enabling technologies to 2030.
Publication date:  January 2017   Follow this link for more information

  • Embraer E2 Jet: Building on Success
Embraer’s re-engined E2 should prove very successful, given the well-established E-Jet customer base, its strong operating economics, and improved performance. We expect Embraer and Mitsubishi to lead the market for regional jets as fast as its direct competition. The E2 program has 272 firm orders and 670 commitments.
Publication date: October 2016   Follow this link for more information
  • Bombardier CSeries After EIS

This is our third report on the program.  We continue to believe the aircraft is a technical success.  But delays have conspired to make sales more difficult. The drop in oil prices removed a key advantage and then delays also allowed competitors to catch up.  Moreover the delays drove up development costs.

Publication date:October 2016  Follow this link for more information

Competitor Analysis

  • Airbus in the Americas:
    An Analysis of Airbus activities in North America including an assessment of its FAL, A3 and potential program strategies to 2030.
    Available February 2018    More Information available soon

Aircraft Systems & Avionics

  • Electronics Flight Bag End User Surveys (click for more information)

Commercial Aerospace Clusters & Supply chain

  • Seattle Cluster:  The future of the Puget Sound center of excellence in the new Boeing era.
    Available December 2017    More Information available soon