The Executive Brief

Sharp analysis on the deals and decisions shaping the market.

Issue 002 · September 29, 2026

A busy service business can still be underpriced.

Supplier increases can turn a full schedule into thinner profit when the price book still reflects last quarter's costs. The executive decision is which jobs need to be repriced, and when.

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Issue 001 · September 22, 2026

Sometimes the most expensive supplier is the one you do not own.

GE Aerospace's $11.75B acquisition of CPP is a useful test of when a supply constraint becomes a strategic asset.

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