{ "docId": "019de516-ca69-71dd-9fe0-a78b3b767061", "docSlug": "d7f88d50a15cbae1d2e14151615a74d8", "documentTitle": "Melrose | Results Presentation Deck | 29 slides", "authorId": "melrose", "authorName": "Melrose Industries PLC", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-09-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 14, "pageCount": 29, "prevPage": 13, "nextPage": 15, "slideType": "market_sizing", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 100, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de516-ca69-71dd-9fe0-a78b3b767061/14", "deckHref": "/decks/019de516-ca69-71dd-9fe0-a78b3b767061", "deckJsonHref": "/decks/019de516-ca69-71dd-9fe0-a78b3b767061.json", "deckAnchorHref": "/decks/019de516-ca69-71dd-9fe0-a78b3b767061#slide-14", "components": [ { "bbox": { "h": 0.399, "w": 0.31, "x": 0.662, "y": 0.168 }, "kind": "chart", "text": "Defence spending increasing; 23-25 CAGR: 5%", "attrs": { "chart_type": "bar", "x_axis_labels": [ "2019", "2020", "2021", "2022", "2023", "2024", "2025", "2026", "2027", "2028", "2029", "2030" ], "y_axis_labels": [ "0", "200", "400", "600", "800", "1,000" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4a94904e-6503-4b56-bdba-7aa3dd0ffb67", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.399, "w": 0.31, "x": 0.344, "y": 0.168 }, "kind": "chart", "text": "OEM deliveries ramping up fast; 23-25 CAGR: 15%", "attrs": { "chart_type": "stacked bar", "series_names": [ "Narrowbody", "Widebody" ], "x_axis_labels": [ "2018", "2019", "2020", "2021", "2022", "2023", "2024", "2025", "2026", "2027", "2028", "2029", "2030" ], "y_axis_labels": [ "0", "500", "1,000", "1,500", "2,000", "2,500" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f43a22b2-6266-4a54-afaf-8ac8439f0737", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.399, "w": 0.31, "x": 0.026, "y": 0.168 }, "kind": "chart", "text": "Flight hours returning strongly; 23-25 CAGR: 10%", "attrs": { "chart_type": "stacked bar", "series_names": [ "Narrowbody", "Widebody" ], "x_axis_labels": [ "2018", "2019", "2020", "2021", "2022", "2023", "2024", "2025", "2026", "2027", "2028", "2029", "2030" ], "y_axis_labels": [ "0", "50", "100", "150", "200", "250" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f463f585-beb4-47c3-b170-46fe7a5a4152", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.21, "w": 0.299, "x": 0.344, "y": 0.628 }, "kind": "list", "text": "Airline demand for new aircraft increasing as flight hours ramp-up on ageing fleet\nAirbus net new orders increased fourfold versus H1 2022, Boeing more than doubled\nOEM ramp-up underway, still constrained by supply chain issues\nCivil backlog of >12,000 aircraft, underpinned by A320 and B737", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4c1d55cf-1eaf-47b1-ad82-faea242d09e3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.21, "w": 0.299, "x": 0.026, "y": 0.628 }, "kind": "list", "text": "Full recovery expected during 2023 with strong structural growth thereafter\nIn H1 2023, domestic available seat kilometres were at 106% of 2019, international at 84%\nGlobal air travel (revenue passenger kilometres) 94% of 2019 levels with domestic travel surpassing 2019 levels by 5%", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "65d6fab9-db0d-488a-9ece-511b2cf29d07", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.21, "w": 0.299, "x": 0.662, "y": 0.628 }, "kind": "list", "text": "US State Department has approved Foreign Military Sales c.40% up year-on-year\nEU spend rising in response to Ukraine conflict; NATO countries stepping up to 2% of GDP commitment\nF-35 near full production phase, with 156/year rate and slots being booked into 2030s\nDevelopment of new platforms such as US Army helicopter, Bell V-280", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6802f74a-72a9-4314-9e39-530b2c28e612", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.136, "x": 0.14, "y": 0.94 }, "kind": "source-note", "text": "1. Estimated US defence budget", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0ba468ff-c705-448e-a461-8a8fb834508d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.06, "x": 0.034, "y": 0.575 }, "kind": "source-note", "text": "Source: Cirium", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7001fc84-26cb-498a-9ec2-a43c2376d07d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.05, "x": 0.352, "y": 0.575 }, "kind": "source-note", "text": "Source: Teal", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "928175ee-d557-4f24-b6b4-bea3760316ce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.056, "x": 0.67, "y": 0.575 }, "kind": "source-note", "text": "Source: Statista", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d00b3f11-22a6-403c-91cd-fd9077e01061", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.596, "x": 0.049, "y": 0.06 }, "kind": "title", "text": "Structurally growing market", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e074e9be-eaf9-41ca-9951-6f560d79a36e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }