FTAI & CFM56 MRO Supply vs Demand
Head of Engines at Magnetic MRO
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FTAI & CFM56 MRO Supply vs Demand(August 5, 2024)
Head of Engines at Magnetic MRO
Interview Transcript
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But could that be a risk if all the airlines switch to Leap much quicker than expected and then, for FTAI, the number of shop visits for the CFM could be lower than expected in 2030 because people switch quicker to Leap.
But those engines that remain, and we will talk about some 6,000 5Bs and probably 10,000 7Bs, will need module swaps. Five to six years from now, people will not even be thinking about core performance restorations on 5B and 7B. So, I don't think FTAI got it wrong. I think they actually got it right. If they are making enough money per module and everything works, and they have the profit, I think they got it right.
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