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GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture
Aug 12, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & ServicesAug 12, 2026
CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions
Jul 1, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerOEMs w/ Installed BaseJul 1, 2026
Howmet, PCC & the Single Crystal Blade Bottleneck
Jun 29, 2026
Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerMission Critical Products & ServicesJun 29, 2026
CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics
Jun 25, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerMission Critical Products & ServicesJun 25, 2026
Weekly update
NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs
Jun 24, 2026
Netflix•US•Mega CapNVIDIAGoogleIntelGE AerospaceProcess PowerMarketplaces & Platforms
Jun 24, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesJun 19, 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
Safran: CFM56 Shop Visit Economics & USM Market Dynamics
May 20, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceAARFTAI AviationProcess PowerMission Critical Products & ServicesMay 20, 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
Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints
May 14, 2026
Partner Interview
RTX•US•Mega CapSafranGE AerospaceProcess PowerOEMs w/ Installed BaseMay 14, 2026
Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy
May 13, 2026
Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.GE AerospaceEquinorRolls-RoyceFTAI AviationProcess PowerOEMs w/ Installed BaseMay 13, 2026
GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing
May 12, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranRTXProcess PowerOEMs w/ Installed BaseMay 12, 2026
TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
May 6, 2026
Partner Interview
TransDigm Group•US•Large CapGE AerospaceCalspan CorporationRolls-RoyceSwitching CostsMission Critical Products & ServicesMay 6, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
May 6, 2026
Partner Interview
GE Aerospace•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerMission Critical Products & ServicesMay 6, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
May 4, 2026
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerOEMs w/ Installed BaseMay 4, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Apr 9, 2026
Partner Interview
RTX•US•Mega CapGE AerospaceSafranAirbusThe BoeingProcess PowerOEMs w/ Installed BaseApr 9, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Mar 30, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerOEMs w/ Installed BaseMar 30, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Mar 19, 2026
Mar 19, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Mar 6, 2026
Mar 6, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Feb 17, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerOEMs w/ Installed BaseFeb 17, 2026
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