One has to remember that the development of civilian aircraft in Europe was held back by the arms race and even more the outbreak of the war. Just a few examples: The FW 206 was an almost copy of the DC-3 and was intended as a short to middle range supplement for the FW 200. The prototype was not completed due to the outbreak of the war. In 39 FW also presented the RLM with the plans of the pressure cabine equippedFW-300 and even began some practical preparations. The airplane had in early plannings almost twice the range of the contemporary Stratoliner while carrying more passengers, later developments even extended the range. The development at first was also cancelled due to the war and resumed only after the fall of France when SNCASO was ordered to do so. Despite minimum priority the aircraft was ready to enter production by 42 when it was finally cancelled in favour of military aircraft.
One also has to remember that DLH was the first really globally operating airline with joint-ventures or outright ownership of airlines in Russia, China, Spain and all major South American states (that market they were really dominating at the time) in addition to their own lines. They also invested a lot of money into long-range regular service: direct connection to China proved too much given technical, political and financial limits of the time. They did make direct connections Berlin-New York and Berlin-Tokio, but neither was started as a regular service before the war. All of that work was destroyed by the war, the daugther airlines and their infrastructure taken over by the states they operated in, long range lines interrupted and taken up by others before Lufthansa was refounded.
Luft Hansa and its daughters can be certain to buy at least some aircrafts in Germany and one can add the international airlines which were loyal German customers (South African Airlines or the Greek national airline for example, DDL also used mainly German planes in addition to their Fokkers) until the war cut the ties. There are also Airlines which will be interested in certain planes, as shown by those orders cut by the war. I would say that in the medium term the Germans will be able to compete with the American aircraft producers. In the long run who knows? Pressure cabins were about to be introduced on both sides about 1940. In jet engines the US was clearly behind Germany and would most likely not get the British plans without the war to jumpstart them. Then again both the British and German projects were military in nature and who knows whether the Germans, British,the US despite lagging several years behind or someone entirely else produces the first commercial jet. In turboprop design the Hungarians are far ahead until the 40s otl, but I don´t really see them cornering that market.