{
  "docId": "019de515-4768-77a1-af49-ccda4e129187",
  "docSlug": "70356ecf28dfffba021c607d711bef71",
  "documentTitle": "Melrose | Results Presentation Deck | 37 slides",
  "authorId": "melrose",
  "authorName": "Melrose Industries PLC",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 26,
  "pageCount": 37,
  "prevPage": 25,
  "nextPage": 27,
  "slideType": "kpi_overview",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 100,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019de515-4768-77a1-af49-ccda4e129187/26",
  "deckHref": "/decks/019de515-4768-77a1-af49-ccda4e129187",
  "deckJsonHref": "/decks/019de515-4768-77a1-af49-ccda4e129187.json",
  "deckAnchorHref": "/decks/019de515-4768-77a1-af49-ccda4e129187#slide-26",
  "components": [
    {
      "bbox": {
        "h": 0.403,
        "w": 0.304,
        "x": 0.023,
        "y": 0.146
      },
      "kind": "chart",
      "text": "Flight hours returning strongly\n22-25 CAGR: 12%",
      "attrs": {
        "x_axis_label": "Year",
        "y_axis_label": "Million"
      },
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8df402c1-e6a8-4c77-9509-265839a43247",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.403,
        "w": 0.304,
        "x": 0.344,
        "y": 0.146
      },
      "kind": "chart",
      "text": "OEM deliveries ramping up fast\n22-25 CAGR: 17%",
      "attrs": {
        "x_axis_label": "Year",
        "y_axis_label": null
      },
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a68a0aa2-a4c1-4594-b289-c95e50507a44",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.403,
        "w": 0.304,
        "x": 0.665,
        "y": 0.146
      },
      "kind": "chart",
      "text": "Defence spending increasing\n22-27 CAGR: 4%",
      "attrs": {
        "x_axis_label": "Year",
        "y_axis_label": null
      },
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "62301dc7-f44b-47d1-a9d7-a085ba4ef96c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.249,
        "w": 0.299,
        "x": 0.35,
        "y": 0.608
      },
      "kind": "list",
      "text": "Strong demand for new aircraft from airlines as travel ramps up on ageing fleet\nCombination of COVID and 737 MAX issues resulted in >2,500 fewer aircraft produced in last 4 years\nOEMs struggling to meet demand as supply chain and labour issues pace production ramp-up\nBacklogs range between 5 and 8 years with narrow body now ~11,000 aircraft",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33613337-fcf5-4f09-9dfa-ffb026f911e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.249,
        "w": 0.299,
        "x": 0.029,
        "y": 0.608
      },
      "kind": "list",
      "text": "Strong 'bounce back' in passenger demand in 2021/22\nGlobal air traffic ramping up further as China reopens H1 2023\nRecovery to 2019 levels now expected in late 2023/early 2024\nAirlines broke revenue records in summer 2022, despite struggling to meet demand due to aircraft and staff shortages",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9cb6f980-a2f4-42d2-b27c-2244e99ba509",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.249,
        "w": 0.299,
        "x": 0.671,
        "y": 0.608
      },
      "kind": "list",
      "text": "Forecast sustained growth in Western government defence spending\nUnderpinned by heightened geopolitical uncertainty and near peer threat\nPolitical focus on increased NATO budget after years of under investment v GDP\nStrong demand for established platforms e.g. F-35 booking slots beyond 2030, plus new technologies",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ded1cc32-585d-4d74-9c2f-fd5cfc8abd02",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.013,
        "w": 0.076,
        "x": 0.03,
        "y": 0.554
      },
      "kind": "source-note",
      "text": "Source: Cirium",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "64d5c576-f2e7-4a4d-987f-147ab45f8a00",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.013,
        "w": 0.064,
        "x": 0.35,
        "y": 0.554
      },
      "kind": "source-note",
      "text": "Source: Teal",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7cfe8715-ce78-4874-94df-044f184f2479",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.013,
        "w": 0.239,
        "x": 0.671,
        "y": 0.554
      },
      "kind": "source-note",
      "text": "Source: US DoD, estimates only published until 2027",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cdaa3e05-2478-40d9-b831-04e83a9859e8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "9ba98c54-b4aa-43a7-8fa1-59ee5eac0059",
      "evidence": "chart/bar-stacked: Flight hours returning strongly 22-25 CAGR: 12%",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}