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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 CompanyOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 29, 2026

CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jul 1, 2026

Howmet, PCC & the Single Crystal Blade Bottleneck

Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Jun 29, 2026

Safran Seats: Buying Process, Certification & Aftermarket Economics

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IP Interview
Safran•FR•Large CapRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 26, 2026

Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times

Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 9, 2026

GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges

Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrials
May 15, 2026

Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints

Partner Interview
RTX•US•Mega CapSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 14, 2026

GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing

Partner Interview
GE Aerospace•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 12, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
GE Aerospace•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

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

Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 4, 2026

Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

Partner Interview
RTX•US•Mega CapGE AerospaceSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 9, 2026

Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection

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IP Interview
Rolls-Royce•GB•Large CapSafranGE AerospaceRTXTransDigm GroupHEICOHoneywellProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 19, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

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IP Interview
Honeywell•US•Large CapRTXTransDigm GroupHEICOGE AerospaceSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 6, 2026

MTU Aero Engines: GTF vs LEAP & Economies of Scale

Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 19, 2026

Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket

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Honeywell•US•Large CapTransDigm GroupHEICORTXEatonThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Jan 15, 2026

MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines

Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 13, 2026

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

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IP Interview
Honeywell•US•Large CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 22, 2025

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Dec 6, 2025

Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins

Partner Interview
Honeywell•US•Large CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Nov 26, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Partner Interview
FTAI Aviation•US•Large CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 12, 2025

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