North American Aircraft MRO Market - Investment Analysis and Growth Opportunities

Table of Contents

1 EXECUTIVE SUMMARY

• Executive Summary
  • Executive Summary

2 INTRODUCTION AND METHODOLOGY

• Introduction
  • Introduction
  • Methodology

3 INDUSTRY FUNDAMENTALS AND GROWTH OPPORTUNITIES

• Market Overview and Investment Analysis
  • Introduction
  • Market Overview
  • Investment Themes
  • Investment Themes (Continued)
• Segment Analysis
  • Introduction
  • Business & Regional Jets
  • Commercial Aircraft
  • Helicopters
• Industry Fundamentals and Growth Opportunities
  • Industry Economics
  • Frost & Sullivan Sector Scorecard
  • Frost & Sullivan Company Scorecard
  • Frost & Sullivan Growth Monitor

4 FINANCIAL BENCHMARKING ANALYSIS

• Frost & Sullivan Aircraft MRO Universe
  • Market Outlook
• Industry Profitability
  • Year-Over-Year Sales Growth
  • Operating Profit Margin
  • Backlog as a Percent of Sales
  • Book-to-Bill Ratio
  • Maintenance Cost as a Percent of Revenue Vs Percent MRO Outsourced
  • Sales per Employee
• Fixed Cost Analysis
  • Fixed Cost Analysis
• Valuation
  • Historical Valuation Based On Sales and Profitability
  • Year-to-Date Stock Performance
  • Frost & Sullivan Aircraft MRO Stock Index
  • Historical and Current Mergers and Acquisitions (M&A) Valuation
  • Earning per Share (EPS) Exposure
  • Private Equity/Venture Capital Activity