Valuation Trends: Val. Trends #939: Some thoughts on the 2026 Farnborough Airshow

研报英文原文证据摘录

Valuation Trends: Val. Trends #939: Some thoughts on the 2026 Farnborough Airshow

Accessible version

Valuation Trends

Val. Trends #939: Some thoughts on the

2026 Farnborough Airshow

Industry Overview

A booming year for defense on the airfield in Hampshire 20 July 2026

Farnborough is a town in Hampshire, about 35 miles southwest of central London. It sits Equity

near the border with Surrey, close to Aldershot (known as the “home of the British Americas

Army”) and not far from Guildford. The Farnborough Airshow (FAS) takes place at Aerospace/Defense

Farnborough Airport, which has a storied place in British aviation history. It’s where the Ronald J. Epstein

first powered flight in Britain took place in 1908, and it was long home to the Royal Research Analyst

Aircraft Establishment. Today the airport primarily serves business aviation. According to BofAS+1 646 855 5695

show organizers, FAS 2026 is shaping up well. Exhibition space has sold out twice and r.epstein@bofa.com

roughly 22% of the 1,636 exhibitors will be first-timers, many from outside the Mariana Perez Mora

Research Analyst

traditional ecosystem in fields like AI, defense tech and supply chain logistics. About BofAS

64% of exhibitors are coming from overseas, with 28 international pavilions and more +1 646 855 5696

mariana.perezmora@bofa.com

than 100,000 visitors expected across the week.

Alexander Preston

BofASA big shift towards defense and sovereignty this year +1 646 855 3599

The escalating war in Iran casts a shadow over Commercial Aerospace. As such, alexander.preston@bofa.com

consensus forecasts for aircraft orders at the show are more subdued than in previous

years; however, several major deals for Airbus, Boeing, and Embraer may still be in the

works.