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MTU Aero Engines & the GTF: Engine Maturation, Shop Visit Economics & Long-Term Margins

Partner Interview
MTU Aero Engines•DE•Large CapDeutsche LufthansaRolls-RoyceMelrose IndustriesRTXSafranGeneral Electric CompanyOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 29, 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

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

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

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

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: Module Swaps vs CFM’s Locked Ecosystem

Partner Interview
FTAI Aviation•US•Large CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 12, 2025

Rolls-Royce: Widebody Long-Term Service Agreement Contracts

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Rolls-Royce•GB•Large CapGE AerospaceSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 25, 2025

Howmet Aerospace: Investment Casting Airfoils, Yield & Pricing Power

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Howmet Aerospace•US•Large CapBerkshire HathawayGE AerospaceRTXRolls-RoyceChromalloySafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Apr 30, 2025
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O'Reilly, Rolls-Royce Power-by-Hour, Kneat, WIZZ, Tesla vs BYD, ServiceNOW, RBI, FEVR C-Store

Rolls-Royce•GB•Large CapDanaherWizz AirAirbusIDEXFevertree DrinksGE AerospaceSafranMerckRyanair Holdings plc
Apr 24, 2025

Rolls-Royce: Aftermarket Pricing & Contract Margins

Partner Interview
Rolls-Royce•GB•Large CapGE AerospaceThe BoeingAirbusDelta Air LinesChromalloySafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 23, 2025

Rolls-Royce Engine Supply Chain and Procurement Process

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Rolls-Royce•GB•Large CapRTXGE AerospaceSafranHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 8, 2025

Precision Castparts vs Howmet: Culture and Pricing Power

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Berkshire HathawayGE AerospaceRolls-RoyceHowmet AerospaceChromalloyThe BoeingAirbusRTXSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Feb 28, 2025

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

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Howmet Aerospace•US•Large CapSafranBerkshire HathawayGE AerospaceRTXChromalloyRolls-RoyceSwitching CostsScale EconomiesProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Feb 28, 2025

Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing

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Berkshire HathawayGE AerospaceRolls-RoyceHowmet AerospaceChromalloyThe BoeingAirbusRTXSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Feb 7, 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

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

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