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StandardAero & GE: Source-Approved Repairs, Pricing Power & LEAP Opportunity
Sep 24, 2026
Partner Interview
StandardAero•US•Mid CapChromalloyGeneral Electric CompanySafranFTAI AviationRTXScale EconomiesMission Critical Products & ServicesSep 24, 2026
FTAI Aviation: CFM56 Conversion & Data Center Power Viability
Sep 10, 2026
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost OperatorsSep 10, 2026
FTAI Aviation & Chromalloy: CFM56 PMA Blade Yields & Power Conversion Challenges
Aug 20, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySafranGeneral Electric CompanyScale EconomiesLow Cost OperatorsAug 20, 2026
TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Jun 17, 2026
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesJun 17, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Jun 9, 2026
Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesOEMs w/ Installed BaseJun 9, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
May 15, 2026
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerMission Critical Products & ServicesMay 15, 2026
FTAI Aviation: MRO Market Share and PMA Opportunity
Dec 28, 2025
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesSwitching CostsMission Critical Products & ServicesDec 28, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Oct 12, 2025
Partner Interview
FTAI Aviation•US•Large CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXProcess PowerOEMs w/ Installed BaseOct 12, 2025
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Jul 5, 2025
Jul 5, 2025
Howmet Aerospace: Investment Casting Airfoils, Yield & Pricing Power
Apr 30, 2025
Apr 30, 2025
Rolls-Royce: Aftermarket Pricing & Contract Margins
Apr 23, 2025
Partner Interview
Rolls-Royce•GB•Large CapGE AerospaceThe BoeingAirbusDelta Air LinesChromalloySafranRTXProcess PowerOEMs w/ Installed BaseApr 23, 2025
Precision Castparts vs Howmet: Culture and Pricing Power
Feb 28, 2025
Feb 28, 2025
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Feb 28, 2025
Feb 28, 2025
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Feb 7, 2025
Feb 7, 2025
Weekly update
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Dec 5, 2024
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGE AerospaceCarvanaMelrose IndustriesAlly FinancialReplyOverstockCounter PositioningVertically Integrated Retailer
Dec 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Dec 5, 2024
Dec 5, 2024
Weekly update
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Aug 28, 2024
FTAI Aviation•US•Large CapChromalloyFerrariMicrosoftMacfarlaneSmartsheetAtlassianZscalerSLBHowden JoineryComputer ModellingBuilders FirstSourceRegisSwitching CostsB2B Software
Aug 28, 2024
IP Research Analysis
FTAI, Chromalloy & the CFM56 HPT Blade PMA
Aug 27, 2024
IP Research
IP ResearchFTAI Aviation•US•Large CapChromalloyGE AerospaceSafranMTU Aero EnginesProcess PowerMission Critical Products & Services
Aug 27, 2024
Weekly update
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Jun 20, 2024
Eurofins Scientific•LU•Large CapAutodeskTopicusProcoreFTAI AviationAMETEKAT&TUnitedHealthPets at HomeChromalloyDanaherSYNLABSwitching CostsB2B Software
Jun 20, 2024
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Jun 19, 2024
Jun 19, 2024
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