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CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jul 1, 2026

Howmet, PCC & the Single Crystal Blade Bottleneck

Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Jun 29, 2026

CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 25, 2026
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NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs

Netflix•US•Mega CapNVIDIAGoogleIntelGE Aerospace
Jun 24, 2026

GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk

Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Jun 19, 2026

Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times

Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 9, 2026

Safran: CFM56 Shop Visit Economics & USM Market Dynamics

Partner Interview
Safran•FR•Large CapGE AerospaceAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 20, 2026

GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges

Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrials
May 15, 2026

Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints

Partner Interview
RTX•US•Mega CapSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 14, 2026

Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy

Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.GE AerospaceEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergy
May 13, 2026

GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing

Partner Interview
GE Aerospace•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 12, 2026

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

Partner Interview
TransDigm Group•US•Large CapGE AerospaceCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsInformation Technology
May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
GE Aerospace•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks

Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 4, 2026

Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

Partner Interview
RTX•US•Mega CapGE AerospaceSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 9, 2026

GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting

Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 30, 2026

Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection

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IP Interview
Rolls-Royce•GB•Large CapSafranGE AerospaceRTXTransDigm GroupHEICOHoneywellProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 19, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

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IP Interview
Honeywell•US•Large CapRTXTransDigm GroupHEICOGE AerospaceSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 6, 2026

GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m

Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Feb 17, 2026

FTAI Aviation: Aeroderivative Gas Turbine Competition

Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGE AerospaceSafranScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilities
Jan 26, 2026

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