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MTU Aero Engines & the GTF: Engine Maturation, Shop Visit Economics & Long-Term Margins

Partner Interview
MTU Aero Engines•DE•Large CapDeutsche LufthansaRolls-RoyceMelrose IndustriesRTXSafranGeneral Electric Company
Jul 29, 2026

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

Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerOEMs w/ Installed Base
May 4, 2026

GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting

Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerOEMs w/ Installed Base
Mar 30, 2026

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

Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerOEMs w/ Installed Base
Feb 17, 2026

Airbus: Supply Chain Bottlenecks

Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranProcess PowerMission Critical Products & Services
Jul 8, 2025
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FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi

FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGE AerospaceCarvanaMelrose IndustriesAlly FinancialReplyOverstockCounter PositioningVertically Integrated Retailer
Dec 5, 2024

Melrose Industries: GKN Aerospace Engine MRO

Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerOEMs w/ Installed Base
Dec 2, 2024

Melrose Industries: GKN Aerospace Special Products Group

Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceAirbusThe BoeingTransDigm GroupHEICOMTU Aero EnginesFTAI AviationLoarSwitching CostsMission Critical Products & Services
Nov 5, 2024

Melrose Industries: GKN Aerospace

Partner Interview
Melrose Industries•GB•Mid CapRTXGE AerospaceRolls-RoyceMTU Aero EnginesProcess PowerOEMs w/ Installed Base
Oct 29, 2024

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