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Airbus, Satair & How Aerospace Parts Distribution Works
Oct 27, 2026
Partner Interview
Airbus•NL•Large CapProponentSatairChromalloyThe BoeingTransDigm GroupHEICOWoodwardAARProcess PowerMission Critical Products & ServicesOct 27, 2026
Honeywell Aerospace: Boeing & Airbus Content Losses, Supply Chain & Leadership Assessment
Oct 26, 2026
Partner Interview
Honeywell Aerospace Inc.•US•Large CapThe BoeingAirbusRTXProcess PowerOEMs w/ Installed BaseOct 26, 2026
Airbus Services Strategy: Satair, Flight Hour Services & the $10B Aftermarket Target
Oct 16, 2026
Oct 16, 2026
Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints
Oct 9, 2026
Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & ServicesOct 9, 2026
Weekly update
TransDigm & GE vs Airbus, Meta & Amazon Culture, AppLovin
Oct 8, 2026
TransDigm Group•US•Large CapAirbusProcess PowerMission Critical Products & Services
Oct 8, 2026
TransDigm vs Airbus: Pricing Power & Platform Selection
Oct 6, 2026
Oct 6, 2026
Woodward Inc: Winning Airbus Content & Aftermarket Economics
Jul 6, 2026
Partner Interview
Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerMission Critical Products & ServicesJul 6, 2026
Howmet, PCC & the Single Crystal Blade Bottleneck
Jun 29, 2026
Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerMission Critical Products & ServicesJun 29, 2026
Safran Seats: Buying Process, Certification & Aftermarket Economics
Jun 26, 2026
Jun 26, 2026
Embraer KC-390 vs C-130J: India Medium Transport Aircraft Competition & Technology Transfer
May 28, 2026
Partner Interview
Embraer•BR•Large CapHindustan Aeronautics LimitedTata SteelAirbusMay 28, 2026
Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
May 28, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsMission Critical Products & ServicesMay 28, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
May 15, 2026
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerMission Critical Products & ServicesMay 15, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
May 6, 2026
Partner Interview
GE Aerospace•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerMission Critical Products & ServicesMay 6, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
May 4, 2026
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerOEMs w/ Installed BaseMay 4, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Apr 9, 2026
Partner Interview
RTX•US•Mega CapGE AerospaceSafranAirbusThe BoeingProcess PowerOEMs w/ Installed BaseApr 9, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Apr 6, 2026
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerInsurers & FinancialsApr 6, 2026
Embraer: E2 Fleet Strategy & US Regional Market Dynamics
Mar 20, 2026
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingMar 20, 2026
Embraer KC-390: Competing with the C-130 on Cost & Multi-Mission Capability
Mar 11, 2026
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingBombardierGulfstream AerospaceMar 11, 2026
Weekly update
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
Mar 9, 2026
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonSwitching CostsB2B Software
Mar 9, 2026
Airbus A320: SOFITEC Panel Issues & 2025-2027 Production Impact
Feb 17, 2026
Partner Interview
Airbus•NL•Large CapThe BoeingFeb 17, 2026
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