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StandardAero & GE: Source-Approved Repairs, Pricing Power & LEAP Opportunity
Sep 24, 2026
Partner Interview
StandardAero•US•Mid CapChromalloyGeneral Electric CompanySafranFTAI AviationRTXScale EconomiesMission Critical Products & ServicesSep 24, 2026
Woodward Inc: Aerospace Content Gains, Aftermarket Growth & Pricing Strategy
Sep 23, 2026
Partner Interview
Woodward•US•Large CapHEICOTransDigm GroupGeneral Electric CompanySafranSwitching CostsMission Critical Products & ServicesSep 23, 2026
StandardAero: Jet Engine Component Repair, Catalog Development & MRO Supply Chain
Sep 23, 2026
Partner Interview
StandardAero•US•Mid CapFTAI AviationGE AerospaceRTXSafranScale EconomiesMission Critical Products & ServicesSep 23, 2026
FTAI Aviation: CFM56 Conversion & Data Center Power Viability
Sep 10, 2026
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost OperatorsSep 10, 2026
FTAI Aviation & Chromalloy: CFM56 PMA Blade Yields & Power Conversion Challenges
Aug 20, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySafranGeneral Electric CompanyScale EconomiesLow Cost OperatorsAug 20, 2026
GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture
Aug 12, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & ServicesAug 12, 2026
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
CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions
Jul 1, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerOEMs w/ Installed BaseJul 1, 2026
Howmet, PCC & the Single Crystal Blade Bottleneck
Jun 29, 2026
Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerMission Critical Products & ServicesJun 29, 2026
Safran Seats: Buying Process, Certification & Aftermarket Economics
Jun 26, 2026
Jun 26, 2026
CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics
Jun 25, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerMission Critical Products & ServicesJun 25, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesJun 19, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Jun 9, 2026
Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesOEMs w/ Installed BaseJun 9, 2026
Safran: CFM56 Shop Visit Economics & USM Market Dynamics
May 20, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceAARFTAI AviationProcess PowerMission Critical Products & ServicesMay 20, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
May 15, 2026
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerMission Critical Products & ServicesMay 15, 2026
Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints
May 14, 2026
Partner Interview
RTX•US•Mega CapSafranGE AerospaceProcess PowerOEMs w/ Installed BaseMay 14, 2026
GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing
May 12, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranRTXProcess PowerOEMs w/ Installed BaseMay 12, 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
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Apr 9, 2026
Partner Interview
RTX•US•Mega CapGE AerospaceSafranAirbusThe BoeingProcess PowerOEMs w/ Installed BaseApr 9, 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
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