Global Aerospace: BofA Commercial Aero: Middle East flight cycles show steady recovery since March

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Global Aerospace: BofA Commercial Aero: Middle East flight cycles show steady recovery since March

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Global Aerospace

BofA Commercial Aero: Middle East flight

cycles show steady recovery since March

Industry Overview

Middle East 7-day YoY cycles show steady recovery since 28 May 2026

March lows Equity

Global commercial 7-day YoY cycles remained flat at -2.2% this week driven by mixed Global

performance across global regions WoW. The Middle East, Europe and Africa all Aerospace and Defence

improved WoW, offsetting declines in North America, APAC and Latam 7-day YoY cycles

WoW. Middle East and Europe 7-day YoY cycles reported the highest WoW improvement Benjamin Heelan >>

to -18.2% and+2.2% this week (vs -25.1% and -3.5% last week resp). Similarly, Africa 7- Research Analyst

Merrill Lynch (DIFC)

day YoY cycles also strengthened to +13.7% this week (vs +10.4% last week). North benjamin.heelan@bofa.com

America 7-day YoY cycles on the flip side reported the sharpest step down by -5.9ppts Lorenzo Di Patrizi >>

and turned negative to -0.9% this week (vs +4.9% last week) driven by -6.9ppts decline Research Analyst

MLI (UK)

in USA 7-day YoY cycles to -1.7% this week, vs +5.2% last week which offset +3ppts

Ronald J. Epstein

improvement in Canada 7-day YoY cycles to +6.1% this week, vs +3% last week resp. Research Analyst

APAC 7-day YoY cycles slightly weakened by -0.4ppts to -2.9% this week, vs -2.5% last BofAS

week driven by -4.6ppts decline in India 7-day YoY cycles to -0.5% this week, vs +4.1% Nathan Gee, CFA >>

Research Analyst

last week which offset +0.7ppts improvement in China 7-day YoY cycles to -5.2% this Merrill Lynch (Singapore)

week, vs -6% last week resp. Similarly, Latam 7-day YoY cycles also show a slight step Andrew G. Didora, CFA