Client intelligence
What's happening at the client
▍ Helios wins €2.1B EU defense drone contract
- Helios wins €2.1B EU defense drone contract2026-06-22
- Engine recall on H-22 fleet announced2026-05-30
Industry trend
Where the market is moving
▍ Aviation hull rates
- Aviation hull rates↑ +7.2% YoYHardening +6–8% after 2024 losses
- MRO cost inflation↑ +11%Maintenance cost +11% YoY pressuring margins
Emerging risks
On the horizon
▍ GPS spoofing in conflict zones
- GPS spoofing in conflict zonesHighRoutes over Eastern Med
- Lithium-battery cargo firesMediumComponent shipments to Asia
AI synthesis
Market & risk brief
AI