Aerospace supply chain M&A is surging as Airbus and Boeing provide clearer production outlooks. Buyers report greater confidence in long-term demand.
Public disclosures show 154 commercial aerospace transactions through August. This volume nearly matches the annual record of 159 deals set in 2019.
Airbus aims to deliver 870 jets this year. This target would surpass the company's pre-pandemic record.
Stabilized production schedules allow for more confident valuations. Predictable ramp-ups are driving the current uptick in dealmaking.