Melrose Investor Presentation Deck
Strong position on highest volume Defense platform
Value of
deliveries $BN
35
30
25
20
15
10
Melrose
Source: Teal
Actual
2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
1.
2.
World fighter production
F-35 US F-35 International EuropeRoW Non-F-35 US Undetermined
Buy
Improve
Sell
Forecast
Electrical Wiring Interconnection Systems
NGAD - Next Generation Air Dominance (US successor to F35) and Future Combat Air System (France and Spain future fighter)
Strictly Confidential
Defense market remains healthy
Much less affected by Covid-19 than Civil market
Strong visible order book for fixed-wing fighters
Ongoing global uncertainty expected to lead to
further increase in Defense budgets
ā
GKN Aerospace
ā
F-35 order book ensures stability ahead
Global F-35 deliveries valued above $15bn a
year to at least 2030
GKN Aerospace has strong content on F-35 -
including canopy, EW IS and structures - valued
at $2.5m per aircraft
New orders following Russia/Ukraine conflict
12View entire presentation