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Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

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Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & Services
Apr 23, 2026

Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling

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Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerInsurers & Financials
Apr 6, 2026

Halma & Global Fire Equipment: A Founder's Account of the Acquisition

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Halma•GB•Large CapHoneywellHochiki CorpJohnson Controls InternationalSwitching CostsSerial Acquirer
Mar 20, 2026

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

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Rolls-Royce•GB•Large CapSafranGE AerospaceRTXTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & Services
Mar 19, 2026
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Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonSwitching CostsB2B Software
Mar 9, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

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

Airbus SE: Fuselage Panel Challenges & Production Rates

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

Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket

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

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

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

Blackline Safety: Northern Ireland Water Customer Case Study

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Blackline Safety•CA•Small CapHoneywellMSA SafetyDrgerwerkFortive
Dec 21, 2025

Kneat: Sales Pipeline & Growth Expectations

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Kneatcom•IE•Small CapVeevaHoneywellSwitching CostsB2B Software
Dec 12, 2025

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

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GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsOEMs w/ Installed Base
Dec 6, 2025

Blackline Safety: Enterprise Use Cases & Account Management

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Blackline Safety•CA•Small CapHoneywellMSA SafetyDrgerwerkFortive
Nov 30, 2025

Blackline Safety: Procurement Trade-Offs Safety vs Cost

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Blackline Safety•CA•Small CapFortiveHoneywellMSA SafetyDrgerwerk
Nov 27, 2025

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

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

Blackline Safety: Aramco Opportunity & Regulatory Pathway

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Blackline Safety•CA•Small CapFortiveHoneywellMSA SafetyDrgerwerk
Nov 10, 2025

Acme United: First Aid Market & Cintas Competition

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Acme United•US•Small CapCintas CorpHoneywell
Oct 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

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ESCO•US•Mid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusProcess PowerMission Critical Products & Services
Oct 16, 2025

Kneat: Consumer Products Validation

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Kneatcom•IE•Small CapVeevaHoneywellSwitching CostsB2B Software
Oct 13, 2025

Veeva: Non-Pharma Quality Vault

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Veeva•US•Large CapKneatcomHoneywellSwitching CostsB2B Software
Oct 8, 2025

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