Melrose Results Presentation Deck
Narrow body
Wide body
Defence
Aerospace outlook: established platform positions
GKN position on world's highest volume platforms
Melrose
A3204
B737
A350
B787
F-35
H-605
Buy
Improve.
Sell
1.
2.
3.
4.
5.
Expected
production
to 20301
6,915
4,315
888
798
1,360
417
Engine
position ²
✓ ✓
✓ ✓
✓ ✓
✓ ✓ ✓
Structures
position 2,3
✓ ✓ ✓
✓ ✓
✓
✓ ✓ ✓
✓✓✓
Source: Teal
Relative to GKN total addressable technology stack
Structures includes Civil and Defence segments
Illustrative examples of content and value
Relates to A320 family including A319, A320 and A321
Includes Sikorsky Black Hawk
Engine: P&W GTF (cornerstone of narrow body power)
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Civil structures: Airbus 320 (leading narrow body aircraft)
Highest global backlog at ~6,000 aircraft
GKN supplies wing and empennage structures, wiring
and cockpit windows
Approx. £420k content per aircraft
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Powers A320/A220 aircraft, already on 1,100+ aircraft
GKN supplies fabricated structures with engine mounts
and is an established part of P&W repair network
4% and 7% RRSP position on two variants
Defence structures: F-35 (leading global 5th gen fighter jet)
Production slots booked from 17 nations out to 2030
GKN supplies: metallic/composite structures, electric
wiring, landing gear and canopies
Approx. $2.5 million content per aircraft
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Design to build focus with >70% sole source portfolio
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