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StandardAero & Aero Turbine: Military Component Repair Economics

Partner Interview
StandardAero•US•Mid CapRolls-RoyceMTU Aero EnginesScale EconomiesMission Critical Products & Services
Nov 4, 2026

Honeywell Aerospace: Supply Chain Challenges & Sole-Source Risk

Partner Interview
Honeywell Aerospace Inc.•US•Large CapRTX
Oct 30, 2026

Repligen KRM vs Cytiva ÄKTA: Chromatography System Competition

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IP Interview
Repligen•US•Large CapDanaherThermo Fisher ScientificMerckSwitching CostsMission Critical Products & Services
Oct 29, 2026
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Shopify Payments, Otis & KONE, Applovin DTC, Coreweave

Shopify•CA•Large CapOtis WorldwideKONEApplovinCoreWeaveSwitching CostsOEMs w/ Installed Base
Oct 28, 2026

Otis vs KONE: Why Building Owners Keep the OEM for Elevator Service

Partner Interview
Otis Worldwide•US•Large CapKONE
Oct 27, 2026

Woodward: LEAP Fuel System IP & the Aftermarket Annuity

Partner Interview
Woodward•US•Large CapSafranGeneral Electric CompanyHoneywell Aerospace Inc.
Oct 26, 2026

StandardAero: Engine MRO Moats from Turboprops to LEAP

Partner Interview
StandardAero•US•Mid CapDelta TechOpsLufthansa TechnikRTXGeneral Electric CompanySafranScale EconomiesMission Critical Products & Services
Oct 26, 2026

Honeywell Aerospace: Boeing & Airbus Content Losses, Supply Chain & Leadership Assessment

Partner Interview
Honeywell Aerospace Inc.•US•Large CapThe BoeingAirbusRTXProcess PowerOEMs w/ Installed Base
Oct 26, 2026

Intuitive Surgical: da Vinci 5 Upgrade Economics & Hospital Fleet Strategy

Partner Interview
Intuitive Surgical•US•Large CapMedtronicSwitching CostsOEMs w/ Installed Base
Oct 26, 2026

Pall & Cytiva: Filtration Operating Margins & Switching Costs

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IP Interview
Danaher•US•Large CapSartoriusSartorius Stedim BiotechThermo Fisher ScientificMerckRepligenSwitching CostsOEMs w/ Installed Base
Oct 23, 2026

Danaher Bioprocessing: Filtration Manufacturing, MabSelect Erosion & Integration Challenges

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IP Interview
Danaher•US•Large CapRepligenMerckSartoriusThermo Fisher ScientificSwitching CostsOEMs w/ Installed Base
Oct 23, 2026

Woodward: Aerospace Supply Chain, Dual Sourcing & LEAP Fuel Systems

Partner Interview
Woodward•US•Large CapSafranGeneral Electric CompanyHowmet AerospaceSwitching CostsMission Critical Products & Services
Oct 23, 2026

Honeywell Aerospace & Bombardier: OEM Supplier Relationship & Litigation History

Partner Interview
Honeywell Aerospace Inc.•US•Large CapGulfstream AerospaceVistaJetGE AerospaceRTXBombardierSafranProcess PowerOEMs w/ Installed Base
Oct 16, 2026

Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints

Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & Services
Oct 9, 2026

Chromalloy & FTAI Aviation: CFM56 HPT Blade PMA Development

Partner Interview
FTAI Aviation•US•Large CapChromalloySpaceXSafranGeneral Electric CompanyHowmet AerospaceScale EconomiesMission Critical Products & Services
Oct 8, 2026

HEICO & Chromalloy: PMA Adoption in the Lessor-Owned Engine Market

Partner Interview
HEICO•US•Large CapChromalloyTransDigm GroupSafranGeneral Electric CompanySwitching CostsMission Critical Products & Services
Sep 28, 2026

StandardAero & GE: Source-Approved Repairs, Pricing Power & LEAP Opportunity

Partner Interview
StandardAero•US•Mid CapChromalloyGeneral Electric CompanySafranFTAI AviationRTXScale EconomiesMission Critical Products & Services
Sep 24, 2026

Woodward Inc: Aerospace Content Gains, Aftermarket Growth & Pricing Strategy

Partner Interview
Woodward•US•Large CapHEICOTransDigm GroupGeneral Electric CompanySafranSwitching CostsMission Critical Products & Services
Sep 23, 2026

StandardAero: Jet Engine Component Repair, Catalog Development & MRO Supply Chain

Partner Interview
StandardAero•US•Mid CapFTAI AviationGE AerospaceRTXSafranScale EconomiesMission Critical Products & Services
Sep 23, 2026

Cytiva & Danaher: Chromatography Resin Order Delays Explained

Partner Interview
Danaher•US•Large CapThermo Fisher ScientificMerckEcolabSwitching CostsMission Critical Products & Services
Sep 15, 2026

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