TransDigm Group Incorporated

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
September 13, 2024
Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products
Former Director at SEI Industries & Wildfire Officer, British Columbia
IP Interview
Perimeter Solutions SATransDigm Group IncorporatedCompass Minerals International IncSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
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
September 3, 2024
TransDigm: SEI Industries & Wildfire Products
Former Director at SEI Industries & Wildfire Officer, British Columbia
IP Interview
TransDigm Group IncorporatedPerimeter Solutions SASwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerIndustrialsMaterials
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
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 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
August 1, 2023
TransDigm: Esterline & Korry Electronics Case Study
Former VP at TransDigm
IP Interview
TransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
July 7, 2023
TransDigm: Esterline Acquisition & ScioTeq Spin
Former President at Esterline Technologies & CEO of ScioTeq
IP Interview
TransDigm Group IncorporatedSwitching 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
July 3, 2023
TransDigm: Managing Opcos through COVID
Former President at TransDigm
IP Interview
TransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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
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
August 3, 2020
Satair & Aerospace Distribution
Former VP at Satair
IP Interview
Airbus SESatairTransDigm Group IncorporatedProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
July 6, 2020
TransDigm: Telair Acquisition & OEM Aftermarket Pressure
Former Chief Customer Officer at Telair, Transdigm
IP Interview
TransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
June 12, 2020
TransDigm: Esterline Technologies Acquisition
Former VP & Product Line Manager, Esterline Technologies
IP Interview
ESTERLINE TECHNOLOGIESTransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
June 7, 2020
TransDigm: Value-Based Pricing Strategy
Former Director at Transdigm and Current at PMA Shop
IP Interview
TransDigm Group IncorporatedSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials

TransDigm Group Incorporated

Chromalloy, FTAI, and CFM-56 PMA Parts

Melrose Industries: GKN Aerospace Special Products Group

Adams Rite, AdelWiggins, & TransDigm Competitive Risks

Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products

PMA Parts Competition and Threat to OEMs

TransDigm: Culture & Pricing

TransDigm: SEI Industries & Wildfire Products

Loar Group: Safe Flight Instrument

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

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

TransDigm: Esterline & Korry Electronics Case Study

TransDigm: Esterline Acquisition & ScioTeq Spin

HEICO, PMA History, and Pricing vs OEM

TransDigm: Managing Opcos through COVID

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, Transdigm, & PMA Parts

Satair & Aerospace Distribution

TransDigm: Telair Acquisition & OEM Aftermarket Pressure

TransDigm: Esterline Technologies Acquisition

TransDigm: Value-Based Pricing Strategy