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May 12, 2026

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

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General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

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General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 4, 2026

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

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RTX•US•Mega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 9, 2026

Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

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RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 19, 2026

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

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Rolls-Royce•GB•Large CapSafranGeneral ElectricRTXTransDigm GroupHEICOHoneywellProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 6, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

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Honeywell•US•Large CapRTXTransDigm GroupHEICOGeneral ElectricSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Jan 19, 2026

MTU Aero Engines: GTF vs LEAP & Economies of Scale

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MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 15, 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 13, 2026

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

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MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Dec 22, 2025

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

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Honeywell•US•Large CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 6, 2025

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

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General Electric•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Nov 26, 2025

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

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Honeywell•US•Large CapTransDigm GroupGeneral ElectricSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Oct 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

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FTAI Aviation•US•Large CapGeneral ElectricRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 8, 2025

Safran: Landing Gear Certification, Aftermarket, and Competition

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Safran•FR•Large CapRTXAirbusThe BoeingLiebherr GroupProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

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StandardAero•US•Mid CapFTAI AviationSafranGeneral ElectricRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Sep 30, 2025

Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk

IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
Sep 25, 2025

Safran, Zodiac, & Aerospace Seats & Interiors

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Safran•FR•Large CapRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Aug 27, 2025

Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok

TSMCAirbusVeevaSafranRTXGeneral ElectricTSMCAirbusVeevaSafranRTXGeneral Electric
Aug 25, 2025

Rolls-Royce: Widebody Long-Term Service Agreement Contracts

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Rolls-Royce•GB•Large CapGeneral ElectricSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 21, 2025

Airbus, Collins, Safran, & Aero Cabin Supplier Dynamics

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AirbusThe BoeingSafranRTXAirbusThe BoeingSafranRTXProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials

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