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CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jul 1, 2026

CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 25, 2026

Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times

Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 9, 2026

Safran: CFM56 Shop Visit Economics & USM Market Dynamics

Partner Interview
Safran•FR•Large CapGE AerospaceAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 20, 2026

FTAI Aviation: Competitive Advantage & Opportunities

Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Dec 3, 2025

Proponent, HEICO, & Aerospace Distribution

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IP Interview
HEICO•US•Large CapProponentWencorThe BoeingAirbusAARTransDigm GroupEatonHoneywellMeggittRTXProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseHealth CareIndustrials
Jan 23, 2024
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Value Chain

Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid

In Practise Research
IP ResearchThe Boeing•US•Large CapAirbusTransDigm GroupHEICOHoneywellEatonRTXSafranMTU Aero EnginesAARProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Nov 18, 2023

Lufthansa Technik: 30 years of Base & Line Maintenance

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IP Interview
Deutsche Lufthansa•DE•Mid CapHEICOHoneywellAirbusThe BoeingAARMTU Aero EnginesTransDigm GroupSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Oct 12, 2023

AmSafe, HEICO, & Aerospace Aftermarket Distribution

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IP Interview
HEICO•US•Large CapThe BoeingAARAirbusSafranTransDigm GroupSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Oct 9, 2023

Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution

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IP Interview
HEICO•US•Large CapThe BoeingAirbusHoneywellEatonAARSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Aug 21, 2023

HEICO / Wencor: MRO Synergies

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IP Interview
HEICO•US•Large CapAARMRO HoldingsSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Jul 26, 2023
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Weekly update

Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies

Trupanion•US•Small CapSnowflakeHEICOEssentraAlteryxDatabricksDiplomaAARAmazon
Jul 26, 2023

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