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TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Jun 17, 2026
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsHealth CareJun 17, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Jun 9, 2026
Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJun 9, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
May 15, 2026
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsMay 15, 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: 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
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Jul 5, 2025
Jul 5, 2025
Howmet Aerospace: Investment Casting Airfoils, Yield & Pricing Power
Apr 30, 2025
Apr 30, 2025
Rolls-Royce: Aftermarket Pricing & Contract Margins
Apr 23, 2025
Partner Interview
Rolls-Royce•GB•Large CapGE AerospaceThe BoeingAirbusDelta Air LinesChromalloySafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 23, 2025
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Feb 28, 2025
Feb 28, 2025
Precision Castparts vs Howmet: Culture and Pricing Power
Feb 28, 2025
Feb 28, 2025
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Feb 7, 2025
Feb 7, 2025
Weekly update
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Dec 5, 2024
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGE AerospaceCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Dec 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Dec 5, 2024
Dec 5, 2024
Weekly update
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Aug 28, 2024
FTAI Aviation•US•Large CapChromalloyFerrariMicrosoftMacfarlaneSmartsheetAtlassianZscalerSLBHowden JoineryComputer ModellingBuilders FirstSourceRegis
Aug 28, 2024
IP Research Analysis
FTAI, Chromalloy & the CFM56 HPT Blade PMA
Aug 27, 2024
IP Research
IP ResearchFTAI Aviation•US•Large CapChromalloyGE AerospaceSafranMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 27, 2024
Weekly update
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Jun 20, 2024
Eurofins Scientific•LU•Large CapAutodeskTopicusProcoreFTAI AviationAMETEKAT&TUnitedHealthPets at HomeChromalloyDanaherSYNLAB
Jun 20, 2024
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Jun 19, 2024
Jun 19, 2024
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