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Found 8 results in 1ms
May 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 & 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 & ServicesIndustrialsFeb 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 & ServicesIndustrialsJul 8, 2025
Airbus: Supply Chain Bottlenecks
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGeneral ElectricSafranBerkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGeneral ElectricSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrialsWeekly update
Dec 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Dec 2, 2024
Melrose Industries: GKN Aerospace Engine MRO
Partner Interview
Melrose Industries•GB•Mid CapGeneral ElectricRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsNov 5, 2024
Melrose Industries: GKN Aerospace Special Products Group
Partner Interview
Melrose Industries•GB•Mid CapGeneral ElectricAirbusThe BoeingTransDigm GroupHEICOMTU Aero EnginesFTAI AviationLoarProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsOct 29, 2024
Melrose Industries: GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapRTXGeneral ElectricRolls-RoyceMTU Aero EnginesProcess PowerSwitching CostsOEMs w/ Installed BaseIndustrialsYou've reached the end