Mentions of robotics throughout the filings of firms within the aerospace and defence sector rose 68% between the third and fourth quarters of 2021.
In complete, the frequency of sentences associated to robotics throughout 2021 was 100% larger than in 2016 when GlobalData, from whom our knowledge for this text is taken, first started to trace the important thing points referred to in firm filings.
When firms within the aerospace and defence sector publish annual and quarterly stories, ESG stories and different filings, GlobalData analyses the textual content and identifies particular person sentences that relate to disruptive forces going through firms within the coming years. Robotics is one among these matters – firms that excel and spend money on these areas are considered higher ready for the long run enterprise panorama and higher geared up to outlive unexpected challenges.
To evaluate whether or not robotics is that includes extra within the summaries and methods of firms within the aerospace and defence sector, two measures had been calculated. Firstly, we regarded on the proportion of firms which have talked about robotics at the least as soon as in filings through the previous twelve months – this was 58% in comparison with 36% in 2016. Secondly, we calculated the share of complete analysed sentences that referred to robotics.
Of the 20 largest employers within the aerospace and defence sector, Leonardo was the corporate which referred to robotics probably the most throughout 2021. GlobalData recognized 33 robotics-related sentences within the Italy-based firm’s filings – 0.5% of all sentences. Rheinmetall talked about robotics the second most – the problem was referred to in 0.2% of sentences within the firm’s filings. Different high employers with excessive robotics mentions included Safran, Saab and BAE.
This evaluation offers an approximate indication of which firms are specializing in robotics and the way essential the problem is taken into account throughout the aerospace and defence sector, however it additionally has limitations and ought to be interpreted fastidiously. For instance, an organization mentioning robotics extra frequently isn’t essentially proof that they’re utilising new strategies or prioritising the problem, nor does it point out whether or not the corporate’s ventures into robotics have been successes or failures.
Within the final quarter, firms within the aerospace and defence sector primarily based in Western Europe had been more than likely to say robotics with 0.13% of sentences in firm filings referring to the problem. In distinction, firms with their headquarters in the USA talked about robotics in simply 0.09% of sentences.