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Mar 20, 2026
Embraer: E2 Fleet Strategy & US Regional Market Dynamics
Former Sales Director at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingProcess PowerIndustrialsMar 11, 2026
Embraer KC-390: Competing with the C-130 on Cost & Multi-Mission Capability
Former Vice President Business Development and Sales at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingBombardierGulfstream AerospaceProcess PowerIndustrialsFeb 17, 2026
Airbus A320: SOFITEC Panel Issues & 2025-2027 Production Impact
Former Director at Airbus
Partner Interview
Airbus•NL•Large CapThe BoeingProcess PowerIndustrialsFeb 5, 2026
Embraer: Supply Chain Constraints & Production Scaling Challenges
Former Vice President of Embraer
Partner Interview
Embraer•BR•Large CapThe BoeingAirbusProcess PowerIndustrialsJan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Former Quality Director at Airbus
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsJan 15, 2026
Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket
Former EVP at Wencor and Honeywell
Nov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Former Senior Director at Honeywell
Partner Interview
Honeywell•US•Large CapTransDigm GroupGeneral ElectricSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsOct 19, 2025
FTAI: Module Swap Process
Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrialsOct 16, 2025
ESCO Technologies: Operating Culture & Aerospace Subsidiary
Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation TechnologyOct 12, 2025
FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem
Former Chief Engineer at GE Aerospace
Partner Interview
FTAI Aviation•US•Large CapGeneral ElectricRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 8, 2025
Safran: Landing Gear Certification, Aftermarket, and Competition
Former Executive at Safran
Sep 25, 2025
Safran, Zodiac, & Aerospace Seats & Interiors
Former Executive at Safran
Sep 24, 2025
RBC Bearings’ VACCO Industries: History & Countercyclical Expansion into Space
Former General Manager at Vacco Industries
Sep 24, 2025
RBC Bearings VACCO Industries: Sole-Source Exposure & SLS Program Economics
Former General Manager at Vacco Industries
Sep 10, 2025
TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics
Former Director at Satair
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 8, 2025
TransDigm: Aftermarket Demand Drivers
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 3, 2025
Wizz Air: Growth at All Costs vs Ryanair’s Sustainable Advantage
Former Executive at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreScale EconomiesProcess PowerNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryAug 26, 2025
Wizz Air: Margin Challenges
Former Planning Manager at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer DiscretionaryAug 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
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