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1、October 2022Commercial Aerospace Insight ReportNavigating RecoveryCommercial Aerospace Insight ReportAs we continue to navigate 2022,the darkest period for aerospace companies seems to be behind us.Driven by strong consumer demand,reopening of international borders,waning COVID effects and the teste

2、d efficacy of vaccines,the aerospace industry has reached recovery mode.Although issues such as supply chain disruptions and labor shortages in both aerospace and the broader economy are expected to linger for months to come,a positive outlook for the sector is on the horizon.1Accordingly,aerospace

3、executives are cautiously optimistic about the future.Of those surveyed by Accenture,31%expect their revenue to increase over the next six months.This number increases to 81%when asked about revenue growth in the next 12 months.Industry growth,however,is likely to vary across geographies.Asia Pacifi

4、c aerospace revenues could witness 10%higher levels in 2022 compared with 2019 levels.This would represent a much faster commercial aerospace recovery compared to North America or Europe,which respectively may still be 15%and 23%down versus 2019 levels.Executive summaryCommercial Aerospace Insight R

5、eportOngoing market recoveryOur outlook predicts 2022 global commercial aerospace revenues to grow at 13%,which would still be 20%down on 2019 levels.The outlook remains positive despite subdued 1H22 results from Boeing($10.4B,1%increase YoY)and Airbus(17.5B,-1.6%decline YoY)2along with a strong dol

6、lar muting local currency growth gains for aerospace companies.Increased narrow-body production and deliveries(A320 and 737),as well as resumption of 787 deliveries,are likely to aid market recovery in the coming months.This is also supported by our survey responses,where 94%and 100%of executives pr