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Dec 6, 2025

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

Former Chief Engineer at GE Aerospace
Partner Interview
GE AerospaceUSMega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Nov 26, 2025

Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins

Former Senior Director at Honeywell
Partner Interview
HoneywellUSLarge CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Oct 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Former Chief Engineer at GE Aerospace
Partner Interview
FTAI AviationUSLarge CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 8, 2025

Safran: Landing Gear Certification, Aftermarket, and Competition

Former Executive at Safran
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IP Interview
SafranFRLarge CapRTXAirbusThe BoeingLiebherr GroupProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

Former VP at StandardAero
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IP Interview
StandardAeroUSMid CapFTAI AviationSafranGE AerospaceRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Sep 30, 2025

Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk

IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
Sep 25, 2025

Safran, Zodiac, & Aerospace Seats & Interiors

Former Executive at Safran
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IP Interview
SafranFRLarge CapRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Weekly update
Aug 27, 2025

Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok

TSMCAirbusVeevaSafranRTXGE AerospaceTSMCAirbusVeevaSafranRTXGE Aerospace
Aug 25, 2025

Rolls-Royce: Widebody Long-Term Service Agreement Contracts

Former Head of Civil Aerospace Reporting at Rolls Royce
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IP Interview
Rolls-RoyceGBLarge CapGE AerospaceSafranRTXSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 21, 2025

Airbus, Collins, Safran, & Aero Cabin Supplier Dynamics

Former Director at Airbus
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IP Interview
AirbusThe BoeingSafranRTXAirbusThe BoeingSafranRTXProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 31, 2025

Ryanair vs Wizz Air Competition

Former Route Development Manager at Ryanair
Partner Interview
RyanairIEWizz AirDeutsche LufthansaAir France-KLMSouthwest AirlinesUnited AirlinesThe BoeingAirbusRTXScale EconomiesProcess PowerLow Cost OperatorsOEMs w/ Installed BaseIndustrials
Jul 8, 2025

ESCO Technologies: SM&P Acquisition

Former Executive at Ultra Maritime
Partner Interview
ESCOHEICOTransDigm GroupHoneywellRTXESCOHEICOTransDigm GroupHoneywellRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsInformation Technology
Jun 2, 2025

FTAI, Module Swaps, & GOL's CFM56 MRO Strategy

Former Maintenance Manager at Gol Airlines
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IP Interview
FTAI AviationGE AerospaceSafranRTXFTAI AviationGE AerospaceSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 7, 2025

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

Former Director at Korry Electronics
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IP Interview
SafranGE AerospaceFTAI AviationMTU Aero EnginesRTXSafranGE AerospaceFTAI AviationMTU Aero EnginesRTXSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Apr 30, 2025

Howmet Aerospace: Drivers of Operating Margin Improvement

Former Director at Howmet Aerospace Inc
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Howmet AerospaceUSLarge CapBerkshire HathawayGE AerospaceRTXRolls-RoyceChromalloySafranSwitching CostsScale EconomiesProcess PowerMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Apr 23, 2025

Rolls-Royce: Aftermarket Pricing & Contract Margins

Former President at Rolls - Royce Civil Aerospace
Partner Interview
Rolls-RoyceGBLarge CapGE AerospaceThe BoeingAirbusDelta Air LinesChromalloySafranRTXSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 8, 2025

Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce

Former EVP of Procurement at Rolls-Royce Holdings
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Howmet AerospaceUSLarge CapBerkshire HathawaySafranGE AerospaceRTXAirbusSwitching CostsScale EconomiesProcess PowerMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Apr 8, 2025

Rolls-Royce Engine Supply Chain and Procurement Process

Former EVP of Procurement at Rolls-Royce Holdings
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IP Interview
Rolls-RoyceGBLarge CapRTXGE AerospaceSafranHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 1, 2025

FTAI Aviation: How a Customer Uses Module Swaps

Maintenance Director of a Large Asian Airline
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FTAI AviationUSLarge CapGE AerospaceRTXSafranMTU Aero EnginesSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Feb 28, 2025

Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process

Former Airfoils Unit Manager at Precision Castparts
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IP Interview
Howmet AerospaceUSLarge CapSafranBerkshire HathawayGE AerospaceRTXChromalloyRolls-RoyceSwitching CostsScale EconomiesProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials

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