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IP Fieldwork Podcast
Published December 15, 2023

TransDigm Group Podcast

Why is this interview interesting?

In this episode, we explore our recent research on TransDigm and discuss:

  • How traditional OEM's approach OE and aftermarket pricing vs TDG
  • How TDG's aftermarket philosophy is unique
  • How airframers could combat TDG bargaining power
  • How we approached our research to understand TDG pricing power

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

© 2024 In Practise. All rights reserved. This material is for informational purposes only and should not be considered as investment advice.