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FTAI: Module Swap Process

Partner Interview
FTAI AviationUSLarge CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
Oct 19, 2025
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Weekly update

Fever-tree US Off-Premise, AWS, Aercap, GEICO, Judges Scientific, Ryanair

AerCapJudges ScientificAirbus
Jul 24, 2025

Aercap, Avolon, Aircraft Lease Rates, and Maintenance Reserves

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AerCapGE AerospaceThe BoeingAirbusSafranBohai Leasing Co., Ltd.Process PowerSwitching CostsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 23, 2025

Airbus: Aircraft Contracts, Discounts & Penalties

Partner Interview
AirbusThe BoeingGE AerospaceSafranDelta Air LinesAerCapAir LeaseProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsIndustrials
Jun 30, 2025

CFM56 and Business Jet Maintenance: Fleet Owner Perspective

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GE AerospaceUSMega CapSafranFTAI AviationAerCapHEICOScale EconomiesProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsSerial AcquirerIndustrials
Oct 1, 2024

FTAI Aviation: CFM56 LLP and USM Parts

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FTAI AviationUSLarge CapAerCapMTU Aero EnginesGE AerospaceSafranHEICOScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Aug 13, 2024

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

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FTAI AviationUSLarge CapSafranAerCapAir LeaseWillis Lease FinanceChromalloyHEICOMTU Aero EnginesScale EconomiesSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrials
Jun 19, 2024
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IP Research Analysis

AerCap, Aircraft Leasing, & Auto Dealer Business Models

In Practise Weekly Analysis
AerCapIELarge CapAir LeaseVertu MotorsCarvanaCarMaxMotorpointCazooAutotraderCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryCommunication Services
Jun 7, 2021

AerCap, Air Lease, & A History of Aircraft Leasing

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AerCapIELarge CapAir LeaseInsurers & FinancialsIndustrials
Jun 2, 2021

CFM International: 37 Years Selling Aircraft Engines

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GE AerospaceUSMega CapAerCapSafranProcess PowerSwitching CostsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 6, 2020

Challenges for Aircraft Lessors

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AerCapIELarge CapGE AerospaceProcess PowerSwitching CostsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 28, 2020

AerCap & Aircraft Leasing

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IP Interview
AerCapIELarge CapInsurers & FinancialsIndustrials
May 27, 2020

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