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Ultra Low-Cost & Full-Service Carriers: Ground Handling Operations

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IP Interview
Aena S.M.E., S.A.Swissport International AGRyanair Holdings plceasyjetWizz AirAéroports de ParisAir France-KLMAmerican AirlinesDelta Air LinesDeutsche LufthansaScale EconomiesLow Cost OperatorsIndustrials
Jul 1, 2025

Airbus: Aircraft Contracts, Discounts & Penalties

Partner Interview
AirbusThe BoeingGE AerospaceSafranDelta Air LinesAerCapAir LeaseProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsIndustrials
Jun 30, 2025

Rolls-Royce: Aftermarket Pricing & Contract Margins

Partner Interview
Rolls-Royce•GB•Large CapGE AerospaceThe BoeingAirbusDelta Air LinesChromalloySafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 23, 2025
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IP Research Analysis

HEICO: Wencor Acquisition Synergies and Analysis

In Practise Analysis
IP ResearchHEICO•US•Large CapHoneywellDelta Air LinesThe BoeingAirbusTransDigm GroupSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Aug 30, 2023

HEICO PMA and MRO: Airline Customer Perspective

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HEICO•US•Large CapThe BoeingHoneywellDelta Air LinesTransDigm GroupSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Aug 28, 2023

HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)

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HEICO•US•Large CapHoneywellThe BoeingAirbusDelta Air LinesTransDigm GroupSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Aug 3, 2023

US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel

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Delta Air Lines•US•Large CapSouthwest AirlinesAirbnbRyanair Holdings plcNetwork EffectsScale EconomiesLow Cost OperatorsIndustrialsConsumer Discretionary
Sep 24, 2020

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