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Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints
Oct 9, 2026
Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & ServicesOct 9, 2026
Chromalloy & FTAI Aviation: CFM56 HPT Blade PMA Development
Oct 8, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySpaceXSafranGeneral Electric CompanyHowmet AerospaceScale EconomiesMission Critical Products & ServicesOct 8, 2026
HEICO & Wencor: ABOM Strategy, PMA Pricing & Aftermarket Growth
Oct 1, 2026
Partner Interview
HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc. Common Stock When IssuedSwitching CostsMission Critical Products & ServicesOct 1, 2026
HEICO & Chromalloy: PMA Adoption in the Lessor-Owned Engine Market
Sep 28, 2026
Partner Interview
HEICO•US•Large CapChromalloyTransDigm GroupSafranGeneral Electric CompanySwitching CostsMission Critical Products & ServicesSep 28, 2026
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
Showing 20 of 24 results