Melrose Investor Day Presentation Deck
Major volume decline driven by Covid; single-aisle leading recovery
2500
2000
1500
1000
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Melrose
0
Source: Teal
Buy
Improve
Sell
Actual
-50% decline
OEM deliveries
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2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
7,090
CAGR -9%
Narrowbody â– Widebody
6,860
Aircraft deliveries 2021-2040
6,030 5,770
2,970
2,450
China Europe North Asia Middle Latin
America
America
East
Source: Airbus Global Market Forecast 2021 - 2040
1,360 1,080
CIS Africa
Recovery underway
50%+ decline in deliveries during Covid
Strong global order book of 13,000+ aircraft
Industry focus on supply chain readiness
Civil CAGR broadly in line with the market to
2030
Given portfolio mix, fully recovered during
2025
Change in industry mix
Single-aisle exceeding pre-Covid levels by
2023
Widebody only reaches 70% of pre-Covid
levels
China will drive long-term demand
~20% of global aircraft deliveries to China to
2040
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