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- Dec 28, 2025
FTAI Aviation: MRO Market Share and PMA Opportunity
Former Director at CFM International and Korry Electronics, TransdigmPartner InterviewFTAI Aviation LtdSafran SAGE AerospaceTransDigm Group IncorporatedHEICO CorporationChromalloyAir France-KLM SASouthwest Airlines CoStandardAeroMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials - Dec 3, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Former Engineering Director, FTAI AviationPartner InterviewFTAI Aviation LtdAAR CorpMTU Aero Engines AGSafran SAGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials - Oct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Former Director at CFM International and Korry Electronics, TransdigmPartner InterviewFTAI Aviation LtdSafran SAGE AerospaceTransDigm Group IncorporatedHEICO CorporationChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials - Oct 19, 2025
FTAI: Module Swap Process
Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI AviationPartner InterviewFTAI Aviation LtdHEICO CorporationTransDigm Group IncorporatedMTU Aero Engines AGEmbraer S.A.AerCap Holdings N.V.The Boeing CompanyAirbus SEGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials - Oct 12, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Former Chief Engineer at GE AerospacePartner InterviewFTAI Aviation LtdGE AerospaceRolls-Royce Holdings plcChromalloyDeutsche Lufthansa AGStandardAeroThe Boeing CompanyAirbus SESafran SARTX CorporationScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials - Oct 5, 2025
StandardAero: Engine OEM Agreements & Component Repair
Former VP at StandardAeroStandardAeroFTAI Aviation LtdSafran SAGE AerospaceRTX CorporationScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview
- Jul 30, 2025
FTAI vs Independent Mid-Life Engine MRO Shops
Former Sales and MRO Director at Safran and TurbineAeroFTAI Aviation LtdSafran SAStandardAeroMTU Aero Engines AGGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Jul 8, 2025
FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook
Maintenance Director of a Large Asian AirlinePartner InterviewICF International IncFTAI Aviation LtdGE AerospaceSafran SAMTU Aero Engines AGICF International IncFTAI Aviation LtdGE AerospaceSafran SAMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials - Jul 5, 2025
GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk
Former Chief Engineer at GE AerospaceStandardAeroGE AerospaceSafran SAFTAI Aviation LtdMTU Aero Engines AGStandardAeroGE AerospaceSafran SAFTAI Aviation LtdMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsIP Interview - Jul 5, 2025
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Former Chief Engineer at GE AerospaceBerkshire Hathaway IncHowmet Aerospace IncGE AerospaceSafran SAChromalloyFTAI Aviation LtdBerkshire Hathaway IncHowmet Aerospace IncGE AerospaceSafran SAChromalloyFTAI Aviation LtdScale EconomiesSwitching CostsProcess PowerInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrialsIP Interview - Jun 2, 2025
FTAI, Module Swaps, & GOL's CFM56 MRO Strategy
Former Maintenance Manager at Gol AirlinesFTAI Aviation LtdGE AerospaceSafran SARTX CorporationFTAI Aviation LtdGE AerospaceSafran SARTX CorporationScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - May 7, 2025
FTAI vs CFM Materials: USM Sourcing, Pricing, & Availability
Former Director at CFM International and Korry Electronics, TransdigmSafran SAGE AerospaceFTAI Aviation LtdMTU Aero Engines AGRTX CorporationSafran SAGE AerospaceFTAI Aviation LtdMTU Aero Engines AGRTX CorporationSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsIP Interview - Apr 1, 2025
FTAI Aviation: How a Customer Uses Module Swaps
Maintenance Director of a Large Asian AirlineFTAI Aviation LtdGE AerospaceRTX CorporationSafran SAMTU Aero Engines AGSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsIP Interview - Mar 9, 2025
GE, Safran, FTAI, and the Modular Design History of the CFM56
Former Chief Engineer at GE AerospaceGE AerospaceFTAI Aviation LtdSafran SAMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Jan 30, 2025
FTAI Aviation: Short Report Review
Former Engineering Director, FTAI AviationPartner InterviewFTAI Aviation LtdICF International IncSafran SAGE AerospaceMTU Aero Engines AGSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials - Dec 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Former Senior Executive at ChromalloyChromalloyFTAI Aviation LtdGE AerospaceSafran SAHEICO CorporationJet Parts EngineeringTransDigm Group IncorporatedScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsIP Interview - Dec 2, 2024
Melrose Industries: GKN Aerospace Engine MRO
Former Senior Executive at GKN AerospacePartner InterviewMelrose Industries PLCGE AerospaceRolls-Royce Holdings plcMTU Aero Engines AGFTAI Aviation LtdSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials - Nov 5, 2024
Melrose Industries: GKN Aerospace Special Products Group
Former Senior Executive at GKN AerospacePartner InterviewMelrose Industries PLCGE AerospaceAirbus SEThe Boeing CompanyTransDigm Group IncorporatedHEICO CorporationMTU Aero Engines AGFTAI Aviation LtdLoar Holdings IncSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials - Oct 8, 2024
FTAI Aviation & the CFM56 Maintenance Process
Former Maintenance Engineer at MTU AeroFTAI Aviation LtdSafran SAGE AerospaceMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Oct 1, 2024
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Former Maintenance Engineer at Lufthansa TechnikGE AerospaceSafran SAFTAI Aviation LtdAerCap Holdings N.V.HEICO CorporationScale EconomiesSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsSerial AcquirerIndustrialsIP Interview - Sep 2, 2024
CFM56 Airfoils: Scrap Rates and Repairs
Former Head of Engineering at Airfoil Services, Lufthansa Technik & MTU Aero JVGE AerospaceFTAI Aviation LtdSafran SAMTU Aero Engines AGRolls-Royce Holdings plcScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Aug 29, 2024
FTAI & CFM56 MRO Supply vs Demand
Head of Engines at Magnetic MROFTAI Aviation LtdSafran SAGE AerospaceMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Aug 27, 2024
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
Former Engineering Director, FTAI AviationFTAI Aviation LtdGE AerospaceSafran SAMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Aug 24, 2024
CFM56 Engine: LLPs and HPT Blades
Head of Engines at Magnetic MROGE AerospaceFTAI Aviation LtdSafran SAMTU Aero Engines AGScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Aug 20, 2024
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
Former CEO of MTU Maintenance, MTU Aero EnginesMTU Aero Engines AGFTAI Aviation LtdSafran SAGE AerospaceRTX CorporationScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsIP Interview - Aug 13, 2024
FTAI Aviation: CFM56 LLP and USM Parts
Former Executive at FTAI AviationFTAI Aviation LtdAerCap Holdings N.V.MTU Aero Engines AGGE AerospaceSafran SAHEICO CorporationScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsIP Interview - Aug 6, 2024
FTAI Aviation: CFM56 Repair & Module Swap Process
Former Engineering Director, FTAI AviationFTAI Aviation LtdFTAI Infrastructure IncGE AerospaceSafran SAMTU Aero Engines AGHEICO CorporationScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsIP Interview - Jun 19, 2024
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Vice President at Willis Lease Finance CorporationFTAI Aviation LtdSafran SAAerCap Holdings N.V.Air Lease CorporationWillis Lease Finance CorporationChromalloyHEICO CorporationMTU Aero Engines AGScale EconomiesSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsIP Interview