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May 7, 2026

Dassault Aviation: Production Constraints & India Assembly Plans

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Dassault Aviation SA•FR•Large CapBombardierLockheed MartinThe BoeingSAABProcess PowerIndustrials
Sep 24, 2025

RBC Bearings’ VACCO Industries: History & Countercyclical Expansion into Space

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RBC Bearings•US•Mid CapESCOThe BoeingAirbusLockheed MartinGeneral DynamicsScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesIndustrialsInformation Technology
Sep 24, 2025

RBC Bearings VACCO Industries: Sole-Source Exposure & SLS Program Economics

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RBC Bearings•US•Mid CapMoogThe BoeingAirbusLockheed MartinParkerHannifinTelesatNorthrop GrummanScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesIndustrialsInformation TechnologyCommunication Services
Jun 27, 2023

HEICO: Wencor Acquisition

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HEICO•US•Large CapWencorLockheed MartinRTXMTU Aero EnginesStandardAeroHoneywellScale EconomiesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
Jun 20, 2023

TransDigm, HEICO, & the Aircraft & Parts Lifecycle

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TransDigm Group•US•Large CapHEICOThe BoeingAirbusTriumph GroupBOC AviationEmbracer GroupEatonMeggittLockheed MartinSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsCommunication Services

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