Changes in analyst models, rather than changes in the actual industry data, seem to be at the root of some recent gloomy projections about the industry. A look at the reason for the changes suggests that the industry outlook may be better than what some analysts are projecting. Continue reading
Aerostrategy sees the PMA industry growing at an annual rate of about 12%. Key factors in this analysis include a 3.5% expected growth in air transport industry MRO services, and relatively stable but moderately high oil prices. The Aerostrategy model is based upon PMA impediments imposed by the leasing industry, but a reduction in leasing company opposition could have additional positive affect on PMA growth. Continue reading
Jonas Murby of Aerostrategy spoke at the Gorham Conference today about the outlook for the PMA market. Due to the global issues, the PMA market is down about 8%, from $416 million in 2007 to $381 million in 2008. Factors directly affecting this downturn include the number of parked aircraft, which have resulted in less … Continue reading
You must be logged in to post a comment.