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Jan 26, 2026
FTAI Aviation: Aeroderivative Gas Turbine Competition
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGeneral ElectricSafranScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilitiesJan 22, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGeneral ElectricStandardAeroGE VernovaScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsJan 19, 2026
FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGeneral ElectricMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsDec 28, 2025
FTAI Aviation: MRO Market Share and PMA Opportunity
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsDec 3, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGeneral ElectricStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsOct 19, 2025
FTAI: Module Swap Process
Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrialsOct 12, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Partner Interview
FTAI Aviation•US•Large CapGeneral ElectricRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 5, 2025
StandardAero: Engine OEM Agreements & Component Repair
Weekly update
Aug 6, 2025
H1 2025 - Most Viewed Interviews & IP Research
TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Jul 30, 2025
FTAI vs Independent Mid-Life Engine MRO Shops
Jul 8, 2025
FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook
Partner Interview
ICF InternationalFTAI AviationGeneral ElectricSafranMTU Aero EnginesICF InternationalFTAI AviationGeneral ElectricSafranMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJul 5, 2025
GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk
Jul 5, 2025
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Jun 2, 2025
FTAI, Module Swaps, & GOL's CFM56 MRO Strategy
Weekly update
May 8, 2025
Meta, Google, FTAI vs CFM, Moody's, Copart vs IAA, Coupang, Duolingo, Coloplast, HLMA
FarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral ElectricFarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral Electric
May 7, 2025
FTAI vs CFM Materials: USM Sourcing, Pricing, & Availability
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