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How Atlas Copco Built a Moat on Aftermarket Service
While most industrial companies treat spare parts as an afterthought, Atlas Copco turned its compressor aftermarket into a recurring revenue fortress. In this episode, Lucas and Luna break down how the Swedish giant generates nearly half its revenue from service contracts, parts, and upgrades — and why customers willingly pay a premium for genuine components. They examine the 'razor-and-blade' logic behind Atlas Copco's strategy, the role of digital monitoring in locking in clients, and the one metric that reveals just how sticky the business really is: a 90% service-renewal…
The skinny
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