Airbus (AIR) Corporate presentation summary

Market outlook

• 2026 backdrop: world GDP forecast at +2.4%, below pre-conflict projections; supply-chain disruptions persist and jet fuel prices are +70%, pressuring airline costs.

• Aviation growth remains resilient, with global passenger traffic, air cargo and fleet growth projected through 2045.

Fleet and services outlook

• Passenger fleet in service projected to rise from 23,310 in 2025 to 45,550 in 2045, nearly doubling.

• 2045 deliveries total 42,060: 22,240 for fleet growth and 19,820 to replace aircraft; 3,490 aircraft remain in service.

• Services market demand projected to reach $422bn in 2045, growing at a 3.8% CAGR from 2026; digital services and connectivity underpin ecosystem transformation.

• 2026 services market demand totals $209bn across six clusters: maintenance, operations support, training, modifications and upgrades, and digital and connectivity services.

Market segments and technology

• 2045 maintenance demand: $36bn on-wing, $217bn off-wing and $104bn maintenance operations support; respective CAGRs are 2.8%, 3.7% and 4.3%.

• Digital and connectivity demand reaches $27bn in 2045, with a 5.3% CAGR; connected operations target efficiency, passenger experience and airline savings.

• Digital tools, connected aircraft and Digital Twins support predictive and condition-based maintenance; material cost savings could reach up to $8bn.

• Modifications and upgrades market reaches $21bn in 2045, growing at a 2.6% CAGR; opportunities include cabin and system upgrades, lease transitions and passenger-to-freighter conversions.

• More than 18,400 aircraft retirements are projected over 2026–2045; used serviceable materials market demand reaches $60bn.