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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 CompanyJul 29, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
May 4, 2026
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGE AerospaceProcess PowerOEMs w/ Installed BaseMay 4, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Mar 30, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerOEMs w/ Installed BaseMar 30, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Feb 17, 2026
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceProcess PowerOEMs w/ Installed BaseFeb 17, 2026
Airbus: Supply Chain Bottlenecks
Jul 8, 2025
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranProcess PowerMission Critical Products & ServicesJul 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 FinancialReplyNeighborhood IntelligenceCounter PositioningVertically Integrated Retailer
Dec 5, 2024
Melrose Industries: GKN Aerospace Engine MRO
Dec 2, 2024
Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerOEMs w/ Installed BaseDec 2, 2024
Melrose Industries: GKN Aerospace Special Products Group
Nov 5, 2024
Partner Interview
Melrose Industries•GB•Mid CapGE AerospaceAirbusThe BoeingTransDigm GroupHEICOMTU Aero EnginesFTAI AviationLoarSwitching CostsMission Critical Products & ServicesNov 5, 2024
Melrose Industries: GKN Aerospace
Oct 29, 2024
Partner Interview
Melrose Industries•GB•Mid CapRTXGE AerospaceRolls-RoyceMTU Aero EnginesProcess PowerOEMs w/ Installed BaseOct 29, 2024
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