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Oct 19, 2025

FTAI: Module Swap Process

Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
Oct 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
Oct 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Former Chief Engineer at GE Aerospace
Partner Interview
FTAI Aviation•US•Large CapGeneral ElectricRolls-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
Safran•FR•Large CapRTXAirbusThe BoeingLiebherr GroupProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Sep 25, 2025

Safran, Zodiac, & Aerospace Seats & Interiors

Former Executive at Safran
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IP Interview
Safran•FR•Large CapRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Sep 24, 2025

RBC Bearings’ VACCO Industries: History & Countercyclical Expansion into Space

Former General Manager at Vacco Industries
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IP Interview
RBC Bearings•US•Mid CapESCOThe BoeingAirbusLockheed MartinGeneral DynamicsScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesIndustrialsInformation Technology
Sep 24, 2025

RBC Bearings VACCO Industries: Sole-Source Exposure & SLS Program Economics

Former General Manager at Vacco Industries
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IP Interview
RBC Bearings•US•Mid CapMoogThe BoeingAirbusLockheed MartinParkerHannifinTelesatNorthrop GrummanScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesIndustrialsInformation TechnologyCommunication Services
Sep 10, 2025

TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics

Former Director at Satair
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Sep 8, 2025

TransDigm: Aftermarket Demand Drivers

Former Director at Korry Electronics
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Sep 3, 2025

Wizz Air: Growth at All Costs vs Ryanair’s Sustainable Advantage

Former Executive at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreScale EconomiesProcess PowerNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer Discretionary
Aug 26, 2025

Wizz Air: Margin Challenges

Former Planning Manager at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer Discretionary
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
Aug 12, 2025

Boeing, Aviall, & Aero Component Distribution

Former Product Line Manager at Aviall, Boeing Distribution Services
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IP Interview
The BoeingHEICOAirbusSafranGeneral ElectricStandardAeroThe BoeingHEICOAirbusSafranGeneral ElectricStandardAeroProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Jul 31, 2025

Ryanair vs Wizz Air Competition

Former Route Development Manager at Ryanair
Partner Interview
Ryanair•IEWizz AirDeutsche LufthansaAir France-KLMSouthwest AirlinesUnited AirlinesThe BoeingAirbusRTXScale EconomiesProcess PowerLow Cost OperatorsOEMs w/ Installed BaseIndustrials
Jul 29, 2025

Wizz Air: Scaling ULCC Economics Across Long-Haul Frontier Markets

Former Senior Network Development Manager at Wizz Air
Partner Interview
Wizz AirRyanair Holdings plceasyjetDeutsche LufthansaAirbusThe BoeingUnited AirlinesWizz AirRyanair Holdings plceasyjetDeutsche LufthansaAirbusThe BoeingUnited AirlinesProcess PowerLow Cost OperatorsIndustrials
Jul 23, 2025

Aercap, Avolon, Aircraft Lease Rates, and Maintenance Reserves

Former Senior Vice President at Avolon
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AerCapGeneral ElectricThe BoeingAirbusSafranBohai Leasing Co., Ltd.AerCapGeneral ElectricThe BoeingAirbusSafranBohai Leasing Co., Ltd.Switching CostsProcess PowerInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 22, 2025

Ryanair: Competitive Cost Advantage Through Network Design & Fleet Planning

Former Route Development Manager at Ryanair
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IP Interview
Ryanair Holdings plcWizz AireasyjetControladora Vuela Compañía de Aviación, S.A.B. de C.V.AirbusThe BoeingRyanair Holdings plcWizz AireasyjetControladora Vuela Compañía de Aviación, S.A.B. de C.V.AirbusThe BoeingProcess PowerLow Cost OperatorsIndustrials
Jul 8, 2025

Airbus: Supply Chain Bottlenecks

Former Director at Airbus
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGeneral ElectricSafranBerkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGeneral ElectricSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrials
Jun 30, 2025

Airbus: Aircraft Contracts, Discounts & Penalties

Former VP at Airbus
Partner Interview
AirbusThe BoeingGeneral ElectricSafranDelta Air LinesAerCapAir LeaseAirbusThe BoeingGeneral ElectricSafranDelta Air LinesAerCapAir LeaseProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsIndustrials
Apr 23, 2025

Rolls-Royce: Aftermarket Pricing & Contract Margins

Former President at Rolls - Royce Civil Aerospace
Partner Interview
Rolls-Royce•GB•Large CapGeneral ElectricThe BoeingAirbusDelta Air LinesChromalloySafranRTXSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials

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