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GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture
Aug 12, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsAug 12, 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
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
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Jan 13, 2026
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
FTAI Aviation: MRO Market Share and PMA Opportunity
Dec 28, 2025
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsDec 28, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Dec 3, 2025
Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsDec 3, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Oct 12, 2025
Partner Interview
FTAI Aviation•US•Large CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 12, 2025
StandardAero: Engine OEM Agreements & Component Repair
Oct 5, 2025
Oct 5, 2025
Boeing, Aviall, & Aero Component Distribution
Aug 12, 2025
Aug 12, 2025
FTAI vs Independent Mid-Life Engine MRO Shops
Jul 30, 2025
Jul 30, 2025
GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk
Jul 5, 2025
Jul 5, 2025
HEICO: Wencor Acquisition
Jun 27, 2023
Partner Interview
HEICO•US•Large CapWencorLockheed MartinRTXMTU Aero EnginesStandardAeroHoneywellScale EconomiesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsJun 27, 2023
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