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December 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Former Senior Executive at Chromalloy
IP Interview
FTAI Aviation LtdGeneral Electric CompanySafran SAHEICO CorporationChromalloyJet Parts EngineeringTransDigm Group IncorporatedScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
October 8, 2024
FTAI Aviation & the CFM56 Maintenance Process
Former Maintenance Engineer at MTU Aero
IP Interview
FTAI Aviation LtdSafran SAGeneral Electric CompanyMTU Aero Engines AGScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
October 1, 2024
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Former Maintenance Engineer at Lufthansa Technik
IP Interview
Safran SAFTAI Aviation LtdGeneral Electric CompanyAerCap Holdings N.V.HEICO CorporationScale EconomiesProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsSerial AcquirerIndustrials
September 23, 2024
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
a Former Chief Engineer at Rolls Royce
IP Interview
Rolls-Royce Holdings plcGeneral Electric CompanyThe Boeing CompanyAirbus SESafran SAPratt & WhitneyProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
September 2, 2024
CFM56 Airfoils: Scrap Rates and Repairs
Former Head of Engineering at Airfoil Services, Lufthansa Technik & MTU Aero JV
IP Interview
FTAI Aviation LtdSafran SAGeneral Electric CompanyMTU Aero Engines AGRolls-Royce Holdings plcScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 29, 2024
FTAI & CFM56 MRO Supply vs Demand
Head of Engines at Magnetic MRO
IP Interview
FTAI Aviation LtdSafran SAGeneral Electric CompanyMTU Aero Engines AGScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 27, 2024
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
Former Engineering Director, FTAI Aviation
IP Interview
FTAI Aviation LtdGeneral Electric CompanySafran SAMTU Aero Engines AGScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 24, 2024
CFM56 Engine: LLPs and HPT Blades
Head of Engines at Magnetic MRO
IP Interview
FTAI Aviation LtdSafran SAGeneral Electric CompanyMTU Aero Engines AGScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 20, 2024
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
Former CEO of MTU Maintenance, MTU Aero Engines
IP Interview
MTU Aero Engines AGFTAI Aviation LtdSafran SAGeneral Electric CompanyRTX CorporationScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 13, 2024
FTAI Aviation: CFM56 LLP and USM Parts
Former Executive at FTAI Aviation
IP Interview
FTAI Aviation LtdAerCap Holdings N.V.MTU Aero Engines AGGeneral Electric CompanySafran SAHEICO CorporationScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
August 6, 2024
FTAI Aviation: CFM56 Repair & Module Swap Process
Former Engineering Director, FTAI Aviation
IP Interview
FTAI Aviation LtdFTAI Infrastructure IncGeneral Electric CompanySafran SAMTU Aero Engines AGHEICO CorporationScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
June 19, 2024
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Vice President at Willis Lease Finance Corporation
IP Interview
FTAI 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 AcquirerIndustrials
May 26, 2024
Loar Group: SCHROTH vs AmSafe Seat Belts
Former Chief Operating Officer at SCHROTH, Loar Group
IP Interview
Loar Holdings IncTransDigm Group IncorporatedHEICO CorporationSafran SARTX CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
October 29, 2023
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Former EVP at Wencor and Honeywell
IP Interview
The Boeing CompanyHoneywell International IncHEICO CorporationSafran SAEaton Corporation plcMeggitt PLCTransDigm Group IncorporatedProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
October 28, 2023
Boeing Propulsion: OE and Aftermarket Strategies
Former Director at Boeing & Jet Parts Engineering
IP Interview
The Boeing CompanyAirbus SESafran SAHEICO CorporationHoneywell International IncEaton Corporation plcMeggitt PLCMTU Aero Engines AGTransDigm Group IncorporatedProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
October 9, 2023
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Former Wencor EVP and Current EVP at Avyon Parts
IP Interview
HEICO CorporationThe Boeing CompanyAAR CorpAirbus SESafran SATransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
August 11, 2021
Safran: CFM56 & LEAP MRO
Former Sales and MRO Director at Safran
IP Interview
Safran SAHEICO CorporationMTU Aero Engines AGSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
August 6, 2020
CFM International: 37 Years Selling Aircraft Engines
Former VP, Sales at GE Aviation
IP Interview
AerCap Holdings N.V.Safran SAGeneral Electric CompanyProcess PowerInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
June 18, 2020
Aircraft Engine Supply Chain Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
LEAP and CFM Supply Chain Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
PMA: US vs EU
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
CFM56 Shop Visit
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
PMA Value Proposition and Risk
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
LEAP vs CFM56 Aftermarket
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Pressures on PMA Growth
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aircraft Aftermarket & Overhaul Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aircraft Engine Oversupply: Overhaul Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aircraft MRO & PMA Pricing
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aerospace Environmental Pressures
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 14, 2020
Aircraft OEM: Controlling the Aftermarket
Former Aftermarket Sales at Pratt & Whitney, EMEA & Founder of Ventum Aviation Services
IP Interview
Pratt & WhitneySafran SAOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
June 14, 2020
Narrowbody COVID-19 Disruption
Former Aftermarket Sales at Pratt & Whitney, EMEA & Founder of Ventum Aviation Services
IP Interview
Pratt & WhitneySafran SAOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 30, 2020
Safran & CFM56 Engine Overhaul
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 22, 2020
Pratt & Whitney: Selling Aircraft Engines
Former Aftermarket Sales at Pratt & Whitney, EMEA & Founder of Ventum Aviation Services
IP Interview
Pratt & WhitneySafran SAOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials

Safran SA

Chromalloy, FTAI, and CFM-56 PMA Parts

FTAI Aviation & the CFM56 Maintenance Process

CFM56 and Business Jet Maintenance: Fleet Owner Perspective

Rolls-Royce: History and Outlook of Trent 1000 and UltraFan

CFM56 Airfoils: Scrap Rates and Repairs

FTAI & CFM56 MRO Supply vs Demand

FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks

CFM56 Engine: LLPs and HPT Blades

MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul

FTAI Aviation: CFM56 LLP and USM Parts

FTAI Aviation: CFM56 Repair & Module Swap Process

FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA

Loar Group: SCHROTH vs AmSafe Seat Belts

Honeywell, Boeing GoldCare, & the Aero Aftermarket

Boeing Propulsion: OE and Aftermarket Strategies

AmSafe, HEICO, & Aerospace Aftermarket Distribution

Safran: CFM56 & LEAP MRO

CFM International: 37 Years Selling Aircraft Engines

Aircraft Engine Supply Chain Disruption

LEAP and CFM Supply Chain Disruption

PMA: US vs EU

CFM56 Shop Visit

PMA Value Proposition and Risk

LEAP vs CFM56 Aftermarket

Pressures on PMA Growth

Aircraft Aftermarket & Overhaul Disruption

Aircraft Engine Oversupply: Overhaul Disruption

Aircraft MRO & PMA Pricing

Aerospace Environmental Pressures

Aircraft OEM: Controlling the Aftermarket

Narrowbody COVID-19 Disruption

Safran & CFM56 Engine Overhaul

Pratt & Whitney: Selling Aircraft Engines