Commercial Aircraft OEM
Large commercial aircraft original equipment manufacturers.
Market snapshot
These figures describe Commercial Aviation Manufacturing (5.1.5), the segment that Commercial Aircraft OEM sits within — not Commercial Aircraft OEM on its own.
- Market size
- ~$93B
- Growth
- ~-9.1%CAGR (2017–22, nominal — collapse)
- Companies
- ~370
U.S. Census Bureau 2022 CBP/Economic Census, NAICS 336411 (Aircraft Manufacturing); the 2017–22 decline reflects the 737 MAX grounding and pandemic collapse from a 2017 peak.
Business model & economics
Revenue model
Aircraft and propulsion sales against large order backlogs
Key economics
- Recurring revenue
- Low
- EBITDA margin
- Cyclical and program-margin-driven
- Capex intensity
- High
large episodic deliveries
Characteristics
- Double shock from 737 MAX grounding and pandemic.
- Recovering on air-travel rebound and order backlog.
- Supply-chain and Boeing production constraints limit pace.
Geographic concentration
Commercial aircraft manufacturing is overwhelmingly concentrated in Washington (Boeing) and Wichita, Kansas, with major program sites in Missouri and Connecticut.
U.S. Census Bureau — 2022 County Business Patterns (employment by state), NAICS 336411. Concentration shown by location quotient.
M&A deal context
Who’s acquiring
- Aerospace OEMs
- Propulsion & systems strategics
- Supply-chain consolidators
What’s driving deals
- Recovery and backlog-driven demand.
- Supply-chain stabilization and acquisition.
- Boeing production and quality dynamics.
Find Commercial Aircraft OEM acquisition targets
Search Acquisera’s index for companies classified under Commercial Aircraft OEM (5.1.5.3) and build a targeted deal pipeline.
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