What’s more interesting is the predictive maintenance and structured refurbishment programme. This shifts nacelle support from reactive fixes to data-driven lifecycle planning, which typically leads to higher switching costs, stickier customer relationships, and better margin stability over time.
From an investment perspective, this reinforces S63’s strength in recurring aerospace services revenue, particularly on long-life wide-body platforms like the B787. It may not be a short-term catalyst, but it fits well into the steady, compounding growth story that long-term investors tend to appreciate.
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- snixxx·01-27TOPSolid contract win! Predictive maintenance lifts margins steadily. [开心]1Report