Our research on TDG has focused on:

  • How and why the certification process structures the commercial aerospace value chain like an inverted pyramid. This helps us understand the bargaining power between TDG and the airframers. 
  • Why and how Boeing launched an internal program to reverse-engineer TDG parts, where it was successful, and how it illustrates the potential risks to TDG. 
  • How an OEM component flows from manufacturing, through distribution, to captive or independent MRO shops onto the aircraft. We analyze how customers make buying decisions when replacing a part with OEM, PMA, USM, or DERs. 
  • How PMAs are a risk to TDG and other OEMs
  • How TDG implements value-based pricing using Adel Wiggins and other opcos as case studies through COVID. We also compare contract pricing structures at TDG vs other OEMs
  • How TDG changes operations post-acquisitions, optimizes costs, and streamlines inventory to drive EBITDA margins post-acquisition. This is an often underestimated competence of TDG. 
  • TDG’s shipset content model and why it’s crucial to the underlying health of the business. 
  • Case study of Korry Electronics and Esterline, TDG’s largest acquisition to date.

Commercial Aerospace Industry

This quote from an interview with a Former VP at TransDigm has stuck with us for years:

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