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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

FTAI Aviation: CFM56 Aeroderivative Engine Services

Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilities
Jan 22, 2026

FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges

Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGE AerospaceMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilities
Jan 19, 2026

MTU Aero Engines: GTF vs LEAP & Economies of Scale

Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 19, 2026

MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines

Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 13, 2026

FTAI Aviation: MRO Market Share and PMA Opportunity

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 AcquirerIndustrials
Dec 28, 2025

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Dec 6, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Dec 3, 2025

FTAI: Module Swap Process

Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
Oct 19, 2025

FTAI vs Independent Mid-Life Engine MRO Shops

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IP Interview
FTAI Aviation•US•Large CapSafranStandardAeroMTU Aero EnginesGE AerospaceScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 30, 2025

FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook

Partner Interview
ICF InternationalFTAI AviationGE AerospaceSafranMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 8, 2025

GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk

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IP Interview
StandardAeroGE AerospaceSafranFTAI AviationMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials
Jul 5, 2025

FTAI vs CFM Materials: USM Sourcing, Pricing, & Availability

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IP Interview
SafranGE AerospaceFTAI AviationMTU Aero EnginesRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 7, 2025

FTAI Aviation: How a Customer Uses Module Swaps

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IP Interview
FTAI Aviation•US•Large CapGE AerospaceRTXSafranMTU Aero EnginesProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Apr 1, 2025

GE, Safran, FTAI, and the Modular Design History of the CFM56

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IP Interview
GE Aerospace•US•Mega CapFTAI AviationSafranMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 9, 2025

FTAI Aviation: Short Report Review

Partner Interview
FTAI Aviation•US•Large CapICF InternationalSafranGE AerospaceMTU Aero EnginesProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jan 30, 2025

Melrose Industries: GKN Aerospace Engine MRO

Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Dec 2, 2024

Melrose Industries: GKN Aerospace Special Products Group

Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceAirbusThe BoeingTransDigm GroupHEICOMTU Aero EnginesFTAI AviationLoarProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Nov 5, 2024

Melrose Industries: GKN Aerospace

Partner Interview
Melrose Industries•GB•Mid CapRTXGE AerospaceRolls-RoyceMTU Aero EnginesProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 29, 2024

FTAI Aviation & the CFM56 Maintenance Process

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IP Interview
FTAI Aviation•US•Large CapSafranGE AerospaceMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 8, 2024

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