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TransDigm: IP Rights, Right to Repair & Congressional Pressure

Partner Interview
TransDigm Group•US•Large CapAndurilHEICOSwitching CostsMission Critical Products & Services
Oct 2, 2026

HEICO & Wencor: ABOM Strategy, PMA Pricing & Aftermarket Growth

Partner Interview
HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc. Common Stock When IssuedSwitching CostsMission Critical Products & Services
Oct 1, 2026

HEICO & Chromalloy: PMA Adoption in the Lessor-Owned Engine Market

Partner Interview
HEICO•US•Large CapChromalloyTransDigm GroupSafranGeneral Electric CompanySwitching CostsMission Critical Products & Services
Sep 28, 2026

Woodward Inc: Aerospace Content Gains, Aftermarket Growth & Pricing Strategy

Partner Interview
Woodward•US•Large CapHEICOTransDigm GroupGeneral Electric CompanySafranSwitching CostsMission Critical Products & Services
Sep 23, 2026

GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk

Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupSwitching CostsMission Critical Products & Services
Jun 19, 2026

Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsMission Critical Products & Services
May 28, 2026

TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket

Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & Services
May 18, 2026

Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & Services
Apr 23, 2026
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Weekly update

TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn

ToastHEICOTransDigm GroupSwitching CostsMission Critical Products & Services
Apr 7, 2026

TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket

Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & Services
Apr 1, 2026

Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection

IP Icon
IP Interview
Rolls-Royce•GB•Large CapSafranGE AerospaceRTXTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & Services
Mar 19, 2026

TransDigm: Operational Playbook & Post-COVID Margin Expansion

Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & Services
Mar 16, 2026

Loar Group: Acquisition Strategy & Operating Philosophy

Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & Services
Mar 11, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

IP Icon
IP Interview
Honeywell•US•Large CapRTXTransDigm GroupHEICOGE AerospaceSwitching CostsMission Critical Products & Services
Mar 6, 2026

TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner

Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & Services
Feb 9, 2026

Airbus SE: Fuselage Panel Challenges & Production Rates

Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerMission Critical Products & Services
Jan 19, 2026

Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket

IP Icon
IP Interview
Honeywell•US•Large CapTransDigm GroupHEICORTXEatonThe BoeingAirbusProcess PowerMission Critical Products & Services
Jan 15, 2026

FTAI Aviation: MRO Market Share and PMA Opportunity

Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesSwitching CostsMission Critical Products & Services
Dec 28, 2025

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

IP Icon
IP Interview
Honeywell•US•Large CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & Services
Dec 22, 2025

Honeywell Aero: US Defense OE and Aftermarket Sales Process & Margins

Partner Interview
Honeywell•US•Large CapTransDigm GroupGE AerospaceSafranThe BoeingAirbusHEICORTXProcess PowerMission Critical Products & Services
Nov 26, 2025

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