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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

ChemoMetec NC-200 vs Cytiva Vi-CELL BLU: Cell Counter Preference in Viral Vector CDMO

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 27, 2026

Cytiva & Purolite: Competition in Bioprocessing Chromatography Resins

Partner Interview
Danaher•US•Large CapSartorius Stedim BiotechRepligenMerckThermo Fisher ScientificAstraZenecaGenmabEcolabSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareMaterials
Jul 21, 2026

SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook

Partner Interview
SK hynix•KR•Mega CapASMLIntelTSMCNVIDIAGoogleMicron TechnologyAmazonSamsung ElectronicsProcess PowerSwitching CostsNetwork EffectsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 17, 2026

ChemoMetec NucleoCounter: Cell & Gene Therapy CDMO Adoption & Market Share

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 17, 2026

Danaher & Abcam: Research Antibody Catalog, Commercial Customers & Competitive Moat

Partner Interview
Danaher•US•Large CapSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 14, 2026

Cepheid: DBS Integration, Point-of-Care Growth & Competitive Menu Strategy

Partner Interview
Danaher•US•Large CapDiaSorinAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 13, 2026

ChemoMetec & J&J: Cell Counting in CAR-T Manufacturing

Partner Interview
ChemoMetec•DK•Mid CapThermo Fisher ScientificDanaherRocheSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Jul 13, 2026

ChemoMetec: Cell Counting Accuracy, GMP Workflows & CAR-T Market Position

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 6, 2026

CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jul 1, 2026

Beckman Coulter Hematology: Turnaround, Reliability Fixes & Sysmex Competition

Partner Interview
Danaher•US•Large CapSysmexRocheAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 1, 2026

Howmet, PCC & the Single Crystal Blade Bottleneck

Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Jun 29, 2026

Sartorius, Cytiva & Repligen: Destocking & Competitive Dynamics in Bioprocessing

Partner Interview
Danaher•US•Large CapSartorius Stedim BiotechRepligenMerckThermo Fisher ScientificSanofiSartoriusSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jun 26, 2026

Safran Seats: Buying Process, Certification & Aftermarket Economics

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IP Interview
Safran•FR•Large CapRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 26, 2026

CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics

Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 25, 2026

Ecolab, Purolite & Cytiva: Competing in Bioprocessing Chromatography Resins

Partner Interview
Danaher•US•Large CapEcolabWuXi BiologicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareMaterials
Jun 25, 2026
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NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs

Netflix•US•Mega CapNVIDIAGoogleIntelGE Aerospace
Jun 24, 2026

GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk

Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Jun 19, 2026

Cepheid, Quest & Labcorp: A Payer's View on Diagnostic Reimbursement

Partner Interview
Danaher•US•Large CapLabcorpUnitedHealthcareCepheidSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
Jun 15, 2026

Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times

Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 9, 2026

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