Commercial Aviation
Narrow-body and wide-body cycles, engine OEM dynamics, MRO economics, order-book composition.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
Industry coverageAny market in this vertical can be commissioned
Aerospace & Defence.
A decade of deferred procurement is now clearing. We cover commercial-aviation cycles, defence-prime programmes, unmanned systems, space launch, and the dual-use technologies re-sorting the primes and the specialists.
Our view
Thesis on Aerospace & Defence.
A decade of deferred procurement is now clearing. We cover commercial-aviation cycles, defence-prime programmes, unmanned systems, space launch, and the dual-use technologies re-sorting the primes and the specialists.
Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research
Sub-sectors of Aerospace & Defence.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Defence Primes & Platforms
Land, sea, air programmes; munitions replenishment; allied procurement cycles and budget visibility.
Interactive · live
A working aerospace & defence dashboard.
Every commissioned aerospace & defence study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
Interactive dashboard · live
Commercial + defence aerospace · specimen
Overview
2025 size · 2026–2036 forecast · committee-signed
$773B
2019$796B
2020$819B
2021$843B
2022$868B
2023$894B
2024$920B
2025$1.17T forecast
2030$1.56T forecast
2036Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Strategic themes · this quarter
What is moving in Aerospace & Defence.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
Munitions replenishment 2024–2027
Western-stockpile rebuild driving multi-year contract visibility for primes and sub-tier suppliers.
GCAP and 6th-gen fighter programmes
Allied-block consolidation and the implications for legacy programme tails and engine OEMs.
LEO constellation consolidation
SpaceX Starlink dominance pressuring alternative constellation economics and launch-capacity pricing.
Who uses this research
Role-tested in Aerospace & Defence.
The four teams that most commonly commission aerospace & defence research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Corporate Development · A&D
Diligence on sub-systems, MRO, and defence-prime acquisitions with programme-backlog context.
Private Equity
Commission research
A aerospace & defencemarket we haven’t yet covered?
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Adjacent coverage
Related verticals.
Intel Watchlist · from $89/mo
Track aerospace & defence continuously — never miss a deal, exec move, or filing.
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on aerospace & defence. Email + Slack delivery. Cancel any time.