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Apr 9, 2026

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 AcquirerIndustrialsFinancials

Dec 3, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Partner Interview

FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGeneral ElectricStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials

Nov 26, 2025

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

Partner Interview

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

Oct 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Partner Interview

FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials

Oct 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 & ServicesIndustrials

Oct 8, 2025

Safran: Landing Gear Certification, Aftermarket, and Competition

IP Interview

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

Oct 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

IP Interview

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

Weekly update

Sep 30, 2025

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

IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX

Sep 25, 2025

Safran, Zodiac, & Aerospace Seats & Interiors

IP Interview

Safran•FR•Large CapRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials

Weekly update

Aug 27, 2025

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

TSMCAirbusVeevaSafranRTXGeneral ElectricTSMCAirbusVeevaSafranRTXGeneral Electric

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Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting

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

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

FTAI Aviation: Aeroderivative Gas Turbine Competition

FTAI Aviation: CFM56 Aeroderivative Engine Services

FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges

MTU Aero Engines: GTF vs LEAP & Economies of Scale

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

FTAI Aviation: MRO Market Share and PMA Opportunity

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

FTAI Aviation: Competitive Advantage & Opportunities

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

FTAI Aviation: Vertical Integration Gains & PMA

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Safran: Landing Gear Certification, Aftermarket, and Competition

StandardAero: Engine OEM Agreements & Component Repair

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

Safran, Zodiac, & Aerospace Seats & Interiors

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