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Found 14 results in 6ms
Found 14 results in 6ms
Oct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Former Director at Korry Electronics
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsOct 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 & ServicesIndustrialsJul 5, 2025
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Former Chief Engineer at GE Aerospace
Apr 30, 2025
Howmet Aerospace: Drivers of Operating Margin Improvement
Former Director at Howmet Aerospace Inc
Apr 23, 2025
Rolls-Royce: Aftermarket Pricing & Contract Margins
Former President at Rolls - Royce Civil Aerospace
Partner Interview
Rolls-Royce•GB•Large CapGE AerospaceThe BoeingAirbusDelta Air LinesChromalloySafranRTXSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsFeb 28, 2025
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Former Airfoils Unit Manager at Precision Castparts
Feb 28, 2025
Precision Castparts vs Howmet: Culture and Pricing Power
Former Airfoils Unit Manager at Precision Castparts
Feb 7, 2025
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Former Senior Director at Precision Castparts
Weekly update
Dec 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGE AerospaceCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Dec 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Former Senior Executive at Chromalloy
Weekly update
Aug 28, 2024
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
FTAI Aviation•US•Large CapChromalloyFerrariMicrosoftMacfarlaneSmartsheetAtlassianZscalerSchlumbergerHowden JoineryComputer ModellingBuilders FirstSourceRegis
IP Research Analysis
Aug 27, 2024
FTAI, Chromalloy & the CFM56 HPT Blade PMA
IP Research
IP ResearchFTAI Aviation•US•Large CapChromalloyGE AerospaceSafranMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Weekly update
Jun 20, 2024
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Eurofins Scientific•LU•Large CapAutodeskTopicusProcoreFTAI AviationAMETEKAT&TUnitedHealthPets at HomeChromalloyDanaherSYNLAB
Jun 19, 2024
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Vice President at Willis Lease Finance Corporation
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