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Jan 26, 2026

FTAI Aviation: Aeroderivative Gas Turbine Competition

Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGeneral ElectricSafranScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilities
Jan 22, 2026

FTAI Aviation: CFM56 Aeroderivative Engine Services

Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGeneral ElectricStandardAeroGE VernovaScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilities
Jan 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 & ServicesIndustrials
Jan 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 & ServicesIndustrials
Dec 28, 2025

FTAI Aviation: MRO Market Share and PMA Opportunity

Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
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
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 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

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IP Interview
StandardAero•US•Mid CapFTAI AviationSafranGeneral ElectricRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 12, 2025

Boeing, Aviall, & Aero Component Distribution

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The BoeingHEICOAirbusSafranGeneral ElectricStandardAeroThe BoeingHEICOAirbusSafranGeneral ElectricStandardAeroProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Jul 30, 2025

FTAI vs Independent Mid-Life Engine MRO Shops

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IP Interview
FTAI Aviation•US•Large CapSafranStandardAeroMTU Aero EnginesGeneral ElectricScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 5, 2025

GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk

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IP Interview
StandardAeroGeneral ElectricSafranFTAI AviationMTU Aero EnginesStandardAeroGeneral ElectricSafranFTAI AviationMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 27, 2023

HEICO: Wencor Acquisition

Partner Interview
HEICO•US•Large CapWencorLockheed MartinRTXMTU Aero EnginesStandardAeroHoneywellScale EconomiesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials

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