Stephen Perry Quoted in Reuters on the Resurgence of Aerospace M&A

Aerospace and defense M&A activity is accelerating as Boeing and Airbus production schedules become more predictable, giving buyers greater visibility into long-term demand. According to Janes Capital Partners data cited by Reuters, 154 publicly disclosed commercial aerospace transactions were announced through August 2026, approaching the annual record of 159 transactions set in 2019.

Stephen Perry, Managing Director at Janes Capital Partners, noted the uncertainty that had previously made aerospace transactions more difficult to evaluate:

“There was no way a buyer — or you — had any idea what your revenues were going to be.”

As production rates stabilize and future demand becomes more predictable, buyers are becoming more comfortable evaluating suppliers based on expected future performance, contributing to increased M&A activity across the aerospace supply chain.

Commercial Aerospace M&A Picks Up

Note: 2026 is through August and does not include the GE Aerospace-CPP deal.
Source: Janes Capital Partners | Dan Catchpole

For additional insights into the factors driving the current increase in aerospace deal activity, read the full Reuters article, “Aerospace dealmaking gathers pace as jet production ramps up,” published September 10, 2026.