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Weekly update

LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace

Loar•US•Mid CapVeevaZooplaIQVIAMarkelSalesforceRightmoveMedpaceUnitedHealthAetnaFoxtonsTransDigm GroupHoneywellMeggittElevance Health
May 31, 2024
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Company Profile

Loar Holdings

IP ResearchLoar•US•Mid CapTransDigm GroupHEICOAirbusRTXHoneywellThe BoeingMeggittSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 30, 2024

Proponent, HEICO, & Aerospace Distribution

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IP Interview
HEICO•US•Large CapProponentWencorThe BoeingAirbusAARTransDigm GroupEatonHoneywellMeggittRTXProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseHealth CareIndustrials
Jan 23, 2024
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IP Research Analysis

HEICO: PMA vs OEM Power

In Practise Research
IP ResearchHEICO•US•Large CapHoneywellEatonMeggittTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Nov 14, 2023

Honeywell, Boeing GoldCare, & the Aero Aftermarket

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IP Interview
Honeywell•US•Large CapThe BoeingHEICOSafranEatonMeggittTransDigm GroupProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Oct 29, 2023

Boeing Propulsion: OE and Aftermarket Strategies

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IP Interview
The Boeing•US•Large CapAirbusSafranHoneywellEatonMeggittMTU Aero EnginesTransDigm GroupHEICOProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Oct 28, 2023

TransDigm, HEICO, & the Aircraft & Parts Lifecycle

Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingAirbusTriumph GroupBOC AviationEmbracer GroupEatonMeggittLockheed MartinSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation TechnologyCommunication Services
Jun 20, 2023

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