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Found 1000+ results in 7ms
Nov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Former Senior Director at Honeywell
Partner Interview
Honeywell•US•Large CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsOct 19, 2025
FTAI: Module Swap Process
Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrialsOct 16, 2025
ESCO Technologies: Operating Culture & Aerospace Subsidiary
Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation TechnologyOct 12, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Former Chief Engineer at GE Aerospace
Partner Interview
FTAI Aviation•US•Large CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 8, 2025
Safran: Landing Gear Certification, Aftermarket, and Competition
Former Executive at Safran
Weekly update
Sep 30, 2025
Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk
IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
Sep 25, 2025
Safran, Zodiac, & Aerospace Seats & Interiors
Former Executive at Safran
Sep 24, 2025
RBC Bearings’ VACCO Industries: History & Countercyclical Expansion into Space
Former General Manager at Vacco Industries
Sep 24, 2025
RBC Bearings VACCO Industries: Sole-Source Exposure & SLS Program Economics
Former General Manager at Vacco Industries
Sep 10, 2025
TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics
Former Director at Satair
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 8, 2025
TransDigm: Aftermarket Demand Drivers
Former Director at Korry Electronics
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 3, 2025
Wizz Air: Growth at All Costs vs Ryanair’s Sustainable Advantage
Former Executive at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreScale EconomiesProcess PowerNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryWeekly update
Aug 27, 2025
Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok
TSMCAirbusVeevaSafranRTXGE AerospaceTSMCAirbusVeevaSafranRTXGE Aerospace
Aug 26, 2025
Wizz Air: Margin Challenges
Former Planning Manager at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer DiscretionaryAug 21, 2025
Airbus, Collins, Safran, & Aero Cabin Supplier Dynamics
Former Director at Airbus
Aug 12, 2025
Boeing, Aviall, & Aero Component Distribution
Former Product Line Manager at Aviall, Boeing Distribution Services
Jul 31, 2025
Ryanair vs Wizz Air Competition
Former Route Development Manager at Ryanair
Partner Interview
Ryanair•IEWizz AirDeutsche LufthansaAir France-KLMSouthwest AirlinesUnited AirlinesThe BoeingAirbusRTXScale EconomiesProcess PowerLow Cost OperatorsOEMs w/ Installed BaseIndustrialsWeekly update
Jul 31, 2025
Aldevron & Synthetic DNA, Oracle, RBC Bearings, Hèrmes, Deere Parts, Equifax, Wolters Kluwer,
ModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMHModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMH
Jul 29, 2025
Wizz Air: Scaling ULCC Economics Across Long-Haul Frontier Markets
Former Senior Network Development Manager at Wizz Air
Partner Interview
Wizz AirRyanair Holdings plceasyjetDeutsche LufthansaAirbusThe BoeingUnited AirlinesWizz AirRyanair Holdings plceasyjetDeutsche LufthansaAirbusThe BoeingUnited AirlinesProcess PowerLow Cost OperatorsIndustrialsWeekly update
Jul 24, 2025
Fever-tree US Off-Premise, AWS, Aercap, GEICO, Judges Scientific, Ryanair
AerCapJudges ScientificAirbusAerCapJudges ScientificAirbus
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