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HEICO & Wencor: PMA Adoption by Airlines and Lessors
Oct 29, 2026
Partner Interview
HEICO•US•Large CapChromalloyLufthansa TechnikTransDigm GroupSwitching CostsMission Critical Products & ServicesOct 29, 2026
Airbus, Satair & How Aerospace Parts Distribution Works
Oct 27, 2026
Partner Interview
Airbus•NL•Large CapProponentSatairChromalloyThe BoeingTransDigm GroupHEICOWoodwardAARProcess PowerMission Critical Products & ServicesOct 27, 2026
HEICO & Wencor: PMA Pricing Discipline and the "OEM of PMA" Debate
Oct 26, 2026
Partner Interview
HEICO•US•Large CapWencorJet Parts EngineeringChromalloyTransDigm GroupSwitching CostsMission Critical Products & ServicesOct 26, 2026
TransDigm vs Airbus: Pricing Power & Platform Selection
Oct 6, 2026
Oct 6, 2026
TransDigm: IP Rights, Right to Repair & Congressional Pressure
Oct 2, 2026
Partner Interview
TransDigm Group•US•Large CapAndurilHEICOSwitching CostsMission Critical Products & ServicesOct 2, 2026
HEICO & Wencor: ABOM Strategy, PMA Pricing & Aftermarket Growth
Oct 1, 2026
Partner Interview
HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc.Switching CostsMission Critical Products & ServicesOct 1, 2026
HEICO & Chromalloy: PMA Adoption in the Lessor-Owned Engine Market
Sep 28, 2026
Partner Interview
HEICO•US•Large CapChromalloyTransDigm GroupSafranGeneral Electric CompanySwitching CostsMission Critical Products & ServicesSep 28, 2026
Woodward Inc: Aerospace Content Gains, Aftermarket Growth & Pricing Strategy
Sep 23, 2026
Partner Interview
Woodward•US•Large CapHEICOTransDigm GroupGeneral Electric CompanySafranSwitching CostsMission Critical Products & ServicesSep 23, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesJun 19, 2026
Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
May 28, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsMission Critical Products & ServicesMay 28, 2026
TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket
May 18, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesMay 18, 2026
Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria
Apr 23, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesApr 23, 2026
Weekly update
TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn
Apr 7, 2026
ToastHEICOTransDigm GroupSwitching CostsMission Critical Products & Services
Apr 7, 2026
TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Apr 1, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesApr 1, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Mar 19, 2026
Mar 19, 2026
TransDigm: Operational Playbook & Post-COVID Margin Expansion
Mar 16, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesMar 16, 2026
Loar Group: Acquisition Strategy & Operating Philosophy
Mar 11, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesMar 11, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Mar 6, 2026
Mar 6, 2026
TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner
Feb 9, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesFeb 9, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Jan 19, 2026
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerMission Critical Products & ServicesJan 19, 2026
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