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May 29, 2026

Avantor: Process Chemicals Penetration & Pipeline Challenges

Partner Interview
Avantor•USMerckCytivaDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
May 20, 2026

Safran: CFM56 Shop Visit Economics & USM Market Dynamics

Partner Interview
Safran•FR•Large CapGeneral ElectricAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 15, 2026

GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges

Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGeneral ElectricSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrials
May 14, 2026

Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints

Partner Interview
RTX•US•Mega CapSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 13, 2026

Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy

Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergy
May 12, 2026

GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing

Partner Interview
General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 4, 2026

Avantor vs Thermo Fisher: Distribution Competition & Supply Chain Visibility

Partner Interview
Avantor•USMerckPPDThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth Care
May 4, 2026

Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks

Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 23, 2026

Cryoport & Cell Therapy Logistics: Competitive Moat, Switching Costs & Scaling Challenges

Partner Interview
Cryoport•US•Small CapThermo Fisher ScientificFedExSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksIndustrialsHealth Care
Apr 10, 2026

SK Hynix & NAND: Capex Triggers, Tool Selection & Vendor Lock-In

Partner Interview
SK hynix•KR•Mega CapASMLLam ResearchApplied MaterialsKLATeradyneOnto InnovationTSMCON SemiconductorProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Apr 9, 2026

Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 1, 2026

KLA Corporation: Service Contract Economics & Multi-Year Revenue Stability

Partner Interview
KLA•US•Mega CapLam ResearchApplied MaterialsASMLOnto InnovationProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseInformation Technology
Mar 30, 2026

KLA Corporation: Process Control Intensity & Technology Inflections

Partner Interview
KLA•US•Mega CapASMLLam ResearchApplied MaterialsOnto InnovationProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Mar 30, 2026

GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting

Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 27, 2026

bioMérieux vs Cepheid: Point of Care Molecular Testing Competition

Partner Interview
bioMrieux•FR•Mid CapRocheBio-Rad LaboratoriesDanaherAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
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Mar 26, 2026

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

MarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap SeMarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap Se
Mar 19, 2026

Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection

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Rolls-Royce•GB•Large CapSafranGeneral ElectricRTXTransDigm GroupHEICOHoneywellProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 18, 2026

Lam Research: AI Super Cycle Durability & Memory vs Logic Timing

Partner Interview
Lam Research•US•Mega CapASMLApplied MaterialsKLATeradyneOnto InnovationTokyo ElectronProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology

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