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MTU Aero Engines & the GTF: Engine Maturation, Shop Visit Economics & Long-Term Margins
Jul 29, 2026
Partner Interview
MTU Aero Engines•DE•Large CapDeutsche LufthansaRolls-RoyceMelrose IndustriesRTXSafranGeneral Electric CompanyOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJul 29, 2026
CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions
Jul 1, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJul 1, 2026
Howmet, PCC & the Single Crystal Blade Bottleneck
Jun 29, 2026
Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancialsJun 29, 2026
Safran Seats: Buying Process, Certification & Aftermarket Economics
Jun 26, 2026
Jun 26, 2026
CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics
Jun 25, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJun 25, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsJun 19, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Jun 9, 2026
Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJun 9, 2026
Safran: CFM56 Shop Visit Economics & USM Market Dynamics
May 20, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsMay 20, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
May 15, 2026
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsMay 15, 2026
Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints
May 14, 2026
Partner Interview
RTX•US•Mega CapSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 14, 2026
GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing
May 12, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 12, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
May 4, 2026
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 4, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Apr 9, 2026
Partner Interview
RTX•US•Mega CapGE AerospaceSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 9, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Mar 30, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 30, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Mar 19, 2026
Mar 19, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Feb 17, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsFeb 17, 2026
FTAI Aviation: Aeroderivative Gas Turbine Competition
Jan 26, 2026
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGE AerospaceSafranScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilitiesJan 26, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Jan 22, 2026
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 22, 2026
FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges
Jan 19, 2026
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGE AerospaceMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Jan 19, 2026
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 19, 2026
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