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May 4, 2026

Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks

Partner Interview
RTXUSMega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 30, 2026

GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting

Partner Interview
Melrose IndustriesGBMid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Feb 17, 2026

GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m

Partner Interview
Melrose IndustriesGBMid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 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 BaseFinancialsIndustrials
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Dec 5, 2024

FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi

FTAI AviationUSLarge CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Dec 2, 2024

Melrose Industries: GKN Aerospace Engine MRO

Partner Interview
Melrose IndustriesGBMid CapGeneral ElectricRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials
Nov 5, 2024

Melrose Industries: GKN Aerospace Special Products Group

Partner Interview
Melrose IndustriesGBMid CapGeneral ElectricAirbusThe BoeingTransDigm GroupHEICOMTU Aero EnginesFTAI AviationLoarProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Oct 29, 2024

Melrose Industries: GKN Aerospace

Partner Interview
Melrose IndustriesGBMid CapRTXGeneral ElectricRolls-RoyceMTU Aero EnginesProcess PowerSwitching CostsOEMs w/ Installed BaseIndustrials

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