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May 15, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGeneral ElectricSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsMay 14, 2026
Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints
Partner Interview
RTX•US•Mega CapSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 13, 2026
Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy
Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergyMay 12, 2026
GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing
Partner Interview
General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 6, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMay 6, 2026
TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsMay 4, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 9, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 30, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 19, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Mar 6, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Feb 17, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 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
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 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Partner Interview
General Electric•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 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 & ServicesIndustrialsShowing 20 of 1000 results