HEICO Corporation

December 5, 2024
Chromalloy, FTAI, and CFM-56 PMA Parts
Former Senior Executive at Chromalloy
IP Interview
FTAI Aviation LtdGeneral Electric CompanySafran SAHEICO CorporationChromalloyJet Parts EngineeringTransDigm Group IncorporatedScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
November 5, 2024
Melrose Industries: GKN Aerospace Special Products Group
Former Senior Executive at GKN Aerospace
Partner Interview
Melrose Industries PLCGeneral Electric CompanyAirbus SEThe Boeing CompanyTransDigm Group IncorporatedHEICO CorporationMTU Aero Engines AGFTAI Aviation LtdLoar Holdings IncProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
October 22, 2024
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Former President at TransDigm
IP Interview
TransDigm Group IncorporatedHEICO CorporationThe Boeing CompanyHoneywell International IncRTX CorporationSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
October 1, 2024
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Former Maintenance Engineer at Lufthansa Technik
IP Interview
Safran SAFTAI Aviation LtdGeneral Electric CompanyAerCap Holdings N.V.HEICO CorporationScale EconomiesProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsSerial AcquirerIndustrials
September 12, 2024
PMA Parts Competition and Threat to OEMs
at a Leading PMA Company
Partner Interview
HEICO CorporationJet Parts EngineeringTransDigm Group IncorporatedThe Boeing CompanyRTX CorporationSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
September 9, 2024
TransDigm: Culture & Pricing
Former President at TransDigm
IP Interview
TransDigm Group IncorporatedLoar Holdings IncHEICO CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
August 20, 2024
Loar Group: Safe Flight Instrument
Former Director at Safe Flight, a Loar Group subsidiary
IP Interview
Loar Holdings IncTransDigm Group IncorporatedHEICO CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
August 13, 2024
FTAI Aviation: CFM56 LLP and USM Parts
Former Executive at FTAI Aviation
IP Interview
FTAI Aviation LtdAerCap Holdings N.V.MTU Aero Engines AGGeneral Electric CompanySafran SAHEICO CorporationScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
August 6, 2024
FTAI Aviation: CFM56 Repair & Module Swap Process
Former Engineering Director, FTAI Aviation
IP Interview
FTAI Aviation LtdFTAI Infrastructure IncGeneral Electric CompanySafran SAMTU Aero Engines AGHEICO CorporationScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
June 19, 2024
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Vice President at Willis Lease Finance Corporation
IP Interview
FTAI Aviation LtdSafran SAAerCap Holdings N.V.Air Lease CorporationWillis Lease Finance CorporationChromalloyHEICO CorporationMTU Aero Engines AGScale EconomiesSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrials
May 26, 2024
Loar Group: SCHROTH vs AmSafe Seat Belts
Former Chief Operating Officer at SCHROTH, Loar Group
IP Interview
Loar Holdings IncTransDigm Group IncorporatedHEICO CorporationSafran SARTX CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 25, 2024
Loar Group: Applied Engineering
Former Quality Manager, Applied Engineering, Loar Group
IP Interview
Loar Holdings IncTransDigm Group IncorporatedHEICO CorporationTriumph Group IncHoneywell International IncSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
May 22, 2024
Loar Group: Pacific Piston Ring Company
Former Director at Pacific Piston Ring Company, Loar Holdings
IP Interview
Loar Holdings IncHEICO CorporationTransDigm Group IncorporatedTriumph Group IncHoneywell International IncBoeing Distribution ServicesAirbus SESwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
May 14, 2024
Loar Group: Portfolio Quality
Former VP at Loar Group
IP Interview
Loar Holdings IncTransDigm Group IncorporatedHEICO CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
March 18, 2024
Serial Acquirers: Purchase Price Accounting
Former CFO at Teqnion
IP Interview
Roper Technologies IncTeqnionConstellation Software IncLifcoLagercrantz GroupBergman & BevingTransDigm Group IncorporatedHEICO CorporationAMETEK IncSdiptechAddnodeHalma plcDiploma PLCVitec Software GroupVismaSwitching CostsProcess PowerSerial AcquirerB2B SoftwareMission Critical Products & ServicesB2B MiddlemenInformation TechnologyIndustrials
January 23, 2024
Proponent, HEICO, & Aerospace Distribution
Former VP at Proponent
IP Interview
ProponentHEICO CorporationWencorThe Boeing CompanyAirbus SEAAR CorpTransDigm Group IncorporatedEaton Corporation plcHoneywell International IncMeggitt PLCRTX CorporationSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
January 2, 2024
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Former VP at TransDigm
Partner Interview
HEICO CorporationTransDigm Group IncorporatedThe Boeing CompanyAirbus SESwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
November 16, 2023
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
Former Director at Boeing & Jet Parts Engineering
IP Interview
HEICO CorporationTransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
October 29, 2023
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Former EVP at Wencor and Honeywell
IP Interview
The Boeing CompanyHoneywell International IncHEICO CorporationSafran SAEaton Corporation plcMeggitt PLCTransDigm Group IncorporatedProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
October 28, 2023
Boeing Propulsion: OE and Aftermarket Strategies
Former Director at Boeing & Jet Parts Engineering
IP Interview
The Boeing CompanyAirbus SESafran SAHEICO CorporationHoneywell International IncEaton Corporation plcMeggitt PLCMTU Aero Engines AGTransDigm Group IncorporatedProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
October 23, 2023
Designing, Approving, and Selling PMAs
Former Wencor EVP and Current EVP at Avyon Parts
IP Interview
HEICO CorporationHoneywell International IncAirbus SEThe Boeing CompanyRTX CorporationTransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
October 12, 2023
Lufthansa Technik: 30 years of Base & Line Maintenance
Former VP at Lufthansa Technik
IP Interview
Deutsche Lufthansa AGHEICO CorporationHoneywell International IncAirbus SEThe Boeing CompanyAAR CorpMTU Aero Engines AGTransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
October 9, 2023
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Former Wencor EVP and Current EVP at Avyon Parts
IP Interview
HEICO CorporationThe Boeing CompanyAAR CorpAirbus SESafran SATransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
August 28, 2023
HEICO PMA and MRO: Airline Customer Perspective
Former VP MRO, Delta Air Lines
IP Interview
HEICO CorporationThe Boeing CompanyHoneywell International IncDelta Air Lines IncTransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
August 21, 2023
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Former EVP at Wencor and Honeywell
IP Interview
HEICO CorporationThe Boeing CompanyAirbus SEHoneywell International IncEaton Corporation plcAAR CorpSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
August 3, 2023
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Former EVP at Wencor and Honeywell
IP Interview
HEICO CorporationHoneywell International IncThe Boeing CompanyAirbus SEDelta Air Lines IncTransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
July 26, 2023
HEICO / Wencor: MRO Synergies
Former Vice President at Wencor
IP Interview
HEICO CorporationAAR CorpMRO HoldingsSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
July 7, 2023
HEICO & the Value of Vertical Integration
Former President at Wencor
IP Interview
HEICO CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
July 4, 2023
HEICO, PMA History, and Pricing vs OEM
Former President at Wencor
IP Interview
HEICO CorporationThe Boeing CompanyAirbus SEHoneywell International IncTransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
June 27, 2023
HEICO: Wencor Acquisition
Former President at Wencor
Partner Interview
WencorHEICO CorporationPratt & WhitneyLockheed Martin CorporationRTX CorporationMTU Aero Engines AGStandardAeroHoneywell International IncSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 20, 2023
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Former Director at Transdigm and Current at PMA Shop
Partner Interview
HEICO CorporationThe Boeing CompanyAirbus SETriumph Group IncBOC Aviation Limited Champion Aerospace IncEmbracer Group ABEaton Corporation plcMeggitt PLCLockheed Martin CorporationTransDigm Group IncorporatedSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsCommunication Services
May 15, 2023
Boeing Global Services, TransDigm & Supplier Relationships
Former Managing Director at Boeing, Supplier Services
IP Interview
The Boeing CompanyAirbus SEHEICO CorporationTransDigm Group IncorporatedProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
May 2, 2023
Boeing, TransDigm, & a History of Aftermarket Distribution
Former Managing Director at Boeing, Supplier Services
IP Interview
Honeywell International IncThe Boeing CompanyHEICO CorporationAirbus SETransDigm Group IncorporatedProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
April 18, 2023
ADPma: Manufacturing & Selling PMA Aerospace Parts
ADPMa Founders
IP Interview
ADPMaHEICO CorporationTransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
IP Dialogue
Investor Dialogue: HEICO, Transdigm, & Terminal Values
In Practise Investor Dialogues
June 23, 2022
June 5, 2022
HEICO: Airline MRO Customer Perspective
Former VP, Maintenance Operations at Southwest Airlines
Partner Interview
HEICO CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
May 24, 2022
HEICO, Transdigm, & PMA Parts
Former Director at Transdigm and Current at PMA Shop
Partner Interview
HEICO CorporationTransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
March 22, 2022
HEICO vs Wencor: PMA and MRO
Former VP at Wencor
Partner Interview
HEICO CorporationSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
August 11, 2021
Safran: CFM56 & LEAP MRO
Former Sales and MRO Director at Safran
IP Interview
Safran SAHEICO CorporationMTU Aero Engines AGSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
June 18, 2020
Aircraft Engine Supply Chain Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
LEAP and CFM Supply Chain Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
PMA: US vs EU
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
CFM56 Shop Visit
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
PMA Value Proposition and Risk
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
LEAP vs CFM56 Aftermarket
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Pressures on PMA Growth
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aircraft Aftermarket & Overhaul Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aircraft Engine Oversupply: Overhaul Disruption
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aircraft MRO & PMA Pricing
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
June 18, 2020
Aerospace Environmental Pressures
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 30, 2020
Safran & CFM56 Engine Overhaul
Former Program Manager at Safran Nacelles
IP Interview
HEICO CorporationSafran SASwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials

HEICO Corporation

Chromalloy, FTAI, and CFM-56 PMA Parts

Melrose Industries: GKN Aerospace Special Products Group

Adams Rite, AdelWiggins, & TransDigm Competitive Risks

CFM56 and Business Jet Maintenance: Fleet Owner Perspective

PMA Parts Competition and Threat to OEMs

TransDigm: Culture & Pricing

Loar Group: Safe Flight Instrument

FTAI Aviation: CFM56 LLP and USM Parts

FTAI Aviation: CFM56 Repair & Module Swap Process

FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA

Loar Group: SCHROTH vs AmSafe Seat Belts

Loar Group: Applied Engineering

Loar Group: Pacific Piston Ring Company

Loar Group: Portfolio Quality

Serial Acquirers: Purchase Price Accounting

Proponent, HEICO, & Aerospace Distribution

TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts

Jet Parts Engineering, HEICO, & PMA Growth Opportunity

Honeywell, Boeing GoldCare, & the Aero Aftermarket

Boeing Propulsion: OE and Aftermarket Strategies

Designing, Approving, and Selling PMAs

Lufthansa Technik: 30 years of Base & Line Maintenance

AmSafe, HEICO, & Aerospace Aftermarket Distribution

HEICO PMA and MRO: Airline Customer Perspective

Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution

HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)

HEICO / Wencor: MRO Synergies

HEICO & the Value of Vertical Integration

HEICO, PMA History, and Pricing vs OEM

HEICO: Wencor Acquisition

TransDigm, HEICO, & the Aircraft & Parts Lifecycle

Boeing Global Services, TransDigm & Supplier Relationships

Boeing, TransDigm, & a History of Aftermarket Distribution

ADPma: Manufacturing & Selling PMA Aerospace Parts

Investor Dialogue: HEICO, Transdigm, & Terminal Values

HEICO: Airline MRO Customer Perspective

HEICO, Transdigm, & PMA Parts

HEICO vs Wencor: PMA and MRO

Safran: CFM56 & LEAP MRO

Aircraft Engine Supply Chain Disruption

LEAP and CFM Supply Chain Disruption

PMA: US vs EU

CFM56 Shop Visit

PMA Value Proposition and Risk

LEAP vs CFM56 Aftermarket

Pressures on PMA Growth

Aircraft Aftermarket & Overhaul Disruption

Aircraft Engine Oversupply: Overhaul Disruption

Aircraft MRO & PMA Pricing

Aerospace Environmental Pressures

Safran & CFM56 Engine Overhaul