Takeaways from the 55th International Paris Air Show

Members of Baird’s Global Industrial Investment Banking Group just returned from this year’s International Paris Air Show hosted at Le Bourget, outside of Paris. The Paris Air Show is the Aerospace industry’s largest event, bringing together corporate executives, investors and industry advisors from across the globe. This year proved no different with 2,400 exhibitors participating, from over 48 countries, and attendance of more than 300K unique visitors.

Baird was fortunate to participate in this year’s air show, and over the course of four days, we held 1x1 meetings with dozens of corporate executives and investors (both public and private equity). Our discussions focused on the industry’s supply-demand dynamics, geopolitical backdrop and the corresponding impact these factors are having on the current M&A environment. Amid a cautious recovery for many industrial sectors following tariff uncertainty and other macroeconomic factors, the Aerospace industry remains very active and is experiencing unique tailwinds.

In this recap, we outline the key trends and takeaways from the conference, including: 

• Strong Demand Sentiment
• Supply Chain Continues to Improve
• Geopolitical Backdrop Remains Challenging…Global Defense Activity Remains Heightened
• MRO / Aftermarket Continues its Run

Please contact a member of our team to discuss these themes in further detail and opportunities in the sector.