Key Takeaways

  • Dassault’s Falcon 900LX faces a strategic crossroads due to Gulfstream’s G500 and G400 offerings.
  • Bombardier’s Challenger 650 is at risk of being surpassed by competitors.
  • A refresh program could help both OEMs regain competitiveness in the segment.

Strategic Implications

This analysis suggests that Dassault may be able to solidify its position as a stronger mid-tier competitor through a refresh program, while Bombardier faces greater challenges due to competitive pressure. The G400’s cabin volume and PI lead indicate a significant gap for both OEMs to close.