Explore our full content library.
Found 1000+ results in 5ms
Found 1000+ results in 5ms
May 6, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMay 4, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 9, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 6, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMar 20, 2026
Embraer: E2 Fleet Strategy & US Regional Market Dynamics
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingProcess PowerIndustrialsMar 11, 2026
Embraer KC-390: Competing with the C-130 on Cost & Multi-Mission Capability
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
Feb 17, 2026
Airbus A320: SOFITEC Panel Issues & 2025-2027 Production Impact
Partner Interview
Airbus•NL•Large CapThe BoeingProcess PowerIndustrialsFeb 5, 2026
Embraer: Supply Chain Constraints & Production Scaling Challenges
Partner Interview
Embraer•BR•Large CapThe BoeingAirbusProcess PowerIndustrialsJan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
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
Nov 26, 2025
Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins
Partner Interview
Honeywell•US•Large CapTransDigm GroupGeneral ElectricSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsOct 19, 2025
FTAI: Module Swap Process
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
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
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
Weekly update
Sep 30, 2025
Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk
IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
Sep 25, 2025
Safran, Zodiac, & Aerospace Seats & Interiors
Sep 24, 2025
RBC Bearings’ VACCO Industries: History & Countercyclical Expansion into Space
Sep 24, 2025
RBC Bearings VACCO Industries: Sole-Source Exposure & SLS Program Economics
Showing 20 of 1000 results