Explore our full content library.
MTU Aero Engines & the GTF: Engine Maturation, Shop Visit Economics & Long-Term Margins
Jul 29, 2026
Partner Interview
MTU Aero Engines•DE•Large CapDeutsche LufthansaRolls-RoyceMelrose IndustriesRTXSafranGeneral Electric CompanyOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJul 29, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
May 4, 2026
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 4, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Mar 30, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 30, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Feb 17, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsFeb 17, 2026
Airbus: Supply Chain Bottlenecks
Jul 8, 2025
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrialsJul 8, 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
Melrose Industries: GKN Aerospace Engine MRO
Dec 2, 2024
Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsDec 2, 2024
Melrose Industries: GKN Aerospace Special Products Group
Nov 5, 2024
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 OperatorsIndustrialsNov 5, 2024
Melrose Industries: GKN Aerospace
Oct 29, 2024
Partner Interview
Melrose Industries•GB•Mid CapRTXGE AerospaceRolls-RoyceMTU Aero EnginesProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsOct 29, 2024
You've reached the end