埃森哲(Accenture):2025全球商业航天业洞察报告:驾驭不确定性(英文版)(30页).pdf

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埃森哲(Accenture):2025全球商业航天业洞察报告:驾驭不确定性(英文版)(30页).pdf

1、Navigating uncertain skiesCommercial Aerospace Insight Report 2Commercial Aerospace Insight ReportAuthors John SchmidtAerospace and Defense Global Industry Lead Patrice BarbierAerospace and Defense Europe Industry LContributorsAbhigyan ChandAbhishek KumarJeffrey WhelessKamil MazurekMatthieu DupontNa

2、vdeep SabooSmriti KumarTony JoseAccentures latest commercial aerospace analysis finds the industry is on track for recovery despite uncertainty.Rising deliveries and a growing aftermarket are helping balance recent disruptions as supply chains begin to stabilize.4Commercial Aerospace Insight ReportC

3、ontents06Findings in brief09Global outlook23Regional outlook21Whats keeping aerospace leaders up at night?05Executive summary5Commercial Aerospace Insight ReportDespite recent geopolitical disruptions,the outlook for commercial aerospace recovery remains intact.Resilient fundamentalssuch as long-ter

4、m order backlogs and aftermarket momentumcontinue to signal a gradual return to growth,while early signs of supply chain easing are beginning to emerge.Projections for 2025 reflect measured optimism.Global aerospace company revenues are expected to grow 12%year-on-year(YoY).Original equipment manufa

5、cturers(OEMs)are likely to drive much of this growth,with deliveries forecasted to rise 23%.However,the ongoing uncertainty in the macroeconomic and trade environment,labor constraints and quality issues could still disrupt progress.The maintenance,repair and overhaul(MRO)sector continues to grow as

6、 airlines extend fleet lifespans amid OEM production delays.MRO spending is expected to rise 14%in 2025,though capacity constraints and labor shortages are straining operations.1 Leading MRO players are investing in predictive maintenance,workflow automation and supplier partnerships to ease these p

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