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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 PowerIndustrials
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Feb 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
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
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 DiscretionaryShowing 20 of 1000 results