Explore our full content library.
May 13, 2026
Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy
Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergyMay 6, 2026
TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsMar 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 & ServicesIndustrialsMar 19, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Feb 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 & ServicesIndustrialsJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsDec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Partner Interview
General Electric•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsOct 12, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Partner Interview
FTAI Aviation•US•Large CapGeneral ElectricRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsAug 25, 2025
Rolls-Royce: Widebody Long-Term Service Agreement Contracts
Apr 30, 2025
Howmet Aerospace: Investment Casting Airfoils, Yield & Pricing Power
Weekly update
Apr 24, 2025
O'Reilly, Rolls-Royce Power-by-Hour, Kneat, WIZZ, Tesla vs BYD, ServiceNOW, RBI, FEVR C-Store
Rolls-Royce•GB•Large CapDanaherWizz AirAirbusIDEXFevertree DrinksGeneral ElectricSafranMerckRyanair Holdings plc
Apr 23, 2025
Rolls-Royce: Aftermarket Pricing & Contract Margins
Partner Interview
Rolls-Royce•GB•Large CapGeneral ElectricThe BoeingAirbusDelta Air LinesChromalloySafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 8, 2025
Rolls-Royce Engine Supply Chain and Procurement Process
Feb 28, 2025
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Feb 28, 2025
Precision Castparts vs Howmet: Culture and Pricing Power
Feb 7, 2025
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
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 OperatorsIndustrialsOct 29, 2024
Melrose Industries: GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapRTXGeneral ElectricRolls-RoyceMTU Aero EnginesProcess PowerSwitching CostsOEMs w/ Installed BaseIndustrialsSep 23, 2024
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Showing 20 of 309 results