The New Duopoly Infographic: The Fight for Scale Creates a New Tier of Aerospace Giants
By Jay Carmel and Logan Slone
The commercial aerospace landscape has undergone notable transformation since 2017, and a New Duopoly of diversified aerospace giants has appeared right at the feet of Boeing and Airbus. UTC and Safran’s acquisitions of Rockwell Collins and Zodiac, respectively, strengthen their protections around profitability and aftermarket revenue, and apply further pressure on their subscale competitors across numerous market segments. Large and small suppliers alike must now seriously evaluate their portfolios and ensure they are well-positioned to add value within the new competitive context.