Counterpoint Market Intelligence
We are an independent aerospace and defence management consultancy. To learn more about who we are see the profile page. There are two parts to our business:
We specialise in analysis principally of markets at the tier 1 and tier 2 supplier level, as this is an important time in the evolution of these parts of the market.
Counterpoint aims to offer original and well informed research and analysis.
How our customers use our research
- Input to strategic planning
- an authoritative independent view of the market map and strategic options
- M&A transactions
- Mainly market-related due diligence for potential buyers
- Also commercial vendor due diligence
- Acquisition search
- Identification of potential customers and suppliers
- Identification and assessment of competitors
- Potential for new products and technologies
Current areas of sector specialisation
- Aero-engines and industrial gas turbines
- Aerostructures
- Aerospace actuation
- Government funding for aerospace
- Military aircraft and equipment MRO
- Aircraft interiors
- Commercial and naval marine equipment
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Recent Developments
New CPMIL research reports - We have now issued our 4th annual report on the aerostructures market (Aerostructures 2008). For further details see our reports section.
Overall industry comment - What can explain the difference between the doom and gloom in the financial sector and the continued air of buoyancy amongst aeropspace companies, who point to swollen order books for the major aircraft manufacturers? Will manufacturing be forced to follow the financial sector after a lag as has happened before, notably in 1973/4, or will things be different this time because financial problems can be conntained or because the economic cente of gravity is swinging to the East? We at Counterpoint believe in the long-term growth in the industry but in the short term think that there has never such a time in recent years when there have been so many risk factors in play.
Aerostructures - This is clearly the sector where most of the action is but, despite the interest, many of the fundamental questions about the sector remain unanswered: do design and build contracts make sense, both for the customer and supplier? Will the main aircraft manufacturers move away from them after a long trend culminating in the B787 procurement model? Will the business model for Super tier 1 suppliers prove to be valid? Can automation in the West offset lower labour costs elsewhere?
Aeroengine and IGT components – Or should it be called IGT and aeroengine components, as everyone in the sector seems to be trying to build up their IGT exposure, thinking that conditions in this sector are easier?
Aerospace actuation – This seems to us to be an attractive sector with defendable IP and high aftermarket content, so why does it receive so little attention in the trade press and why is there so little corporate activity?
State funding of aerospace - Is this the year when Airbus will quantify its need for launch investment on A350XWB or will the topic be shelved at least until there is irrevocable commitment to KC-45A?
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