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Dec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Former Chief Engineer at GE Aerospace
Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 3, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Former Engineering Director, FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsNov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Former Senior Director at Honeywell
Partner Interview
Honeywell•US•Large CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsOct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Former Director at Korry Electronics
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsOct 12, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Former Chief Engineer at GE Aerospace
Partner Interview
FTAI Aviation•US•Large CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 8, 2025
Safran: Landing Gear Certification, Aftermarket, and Competition
Former Executive at Safran
Oct 5, 2025
StandardAero: Engine OEM Agreements & Component Repair
Former VP at StandardAero
Weekly update
Sep 30, 2025
Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk
IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
Sep 25, 2025
Safran, Zodiac, & Aerospace Seats & Interiors
Former Executive at Safran
Weekly update
Aug 27, 2025
Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok
TSMCAirbusVeevaSafranRTXGE AerospaceTSMCAirbusVeevaSafranRTXGE Aerospace
Aug 25, 2025
Rolls-Royce: Widebody Long-Term Service Agreement Contracts
Former Head of Civil Aerospace Reporting at Rolls Royce
Aug 21, 2025
Airbus, Collins, Safran, & Aero Cabin Supplier Dynamics
Former Director at Airbus
Aug 12, 2025
Boeing, Aviall, & Aero Component Distribution
Former Product Line Manager at Aviall, Boeing Distribution Services
Weekly update
Aug 6, 2025
H1 2025 - Most Viewed Interviews & IP Research
TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Jul 30, 2025
FTAI vs Independent Mid-Life Engine MRO Shops
Former Sales and MRO Director at Safran and TurbineAero
Jul 23, 2025
Aercap, Avolon, Aircraft Lease Rates, and Maintenance Reserves
Former Senior Vice President at Avolon
Jul 8, 2025
Airbus: Supply Chain Bottlenecks
Former Director at Airbus
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranBerkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrialsJul 8, 2025
FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook
Maintenance Director of a Large Asian Airline
Partner Interview
ICF InternationalFTAI AviationGE AerospaceSafranMTU Aero EnginesICF InternationalFTAI AviationGE AerospaceSafranMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsWeekly update
Jul 8, 2025
GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing
GE AerospaceSafranIntuitive SurgicalGE AerospaceSafranIntuitive Surgical
Jul 5, 2025
GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk
Former Chief Engineer at GE Aerospace
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