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Apr 23, 2026

Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

Partner Interview
LoarUSMid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 6, 2026

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

Partner Interview
EmbraerBRLarge CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Mar 20, 2026

Halma: Global Fire History & Acquisition

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HalmaGBLarge CapHoneywellHochiki CorpJohnson Controls InternationalSwitching CostsSerial AcquirerIndustrialsInformation Technology
Mar 19, 2026

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

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Rolls-RoyceGBLarge CapSafranGeneral ElectricRTXTransDigm GroupHEICOHoneywellProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
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Mar 9, 2026

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 6, 2026

Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics

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HoneywellUSLarge CapRTXTransDigm GroupHEICOGeneral ElectricSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Jan 19, 2026

Airbus SE: Fuselage Panel Challenges & Production Rates

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AirbusNLLarge CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jan 15, 2026

Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket

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HoneywellUSLarge CapTransDigm GroupHEICORTXEatonThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 22, 2025

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

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HoneywellUSLarge CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 21, 2025

Blackline Safety: Northern Ireland Water Customer Case Study

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Blackline SafetyCASmall CapHoneywellMSA SafetyDrgerwerkFortive CorporationIndustrialsInformation TechnologyHealth Care
Dec 12, 2025

Kneat: Sales Pipeline & Growth Expectations

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KneatcomIESmall CapVeevaHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
Dec 6, 2025

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

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General ElectricUSMega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Nov 30, 2025

Blackline Safety: Enterprise Use Cases & Account Management

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Blackline SafetyCASmall CapHoneywellMSA SafetyDrgerwerkFortive CorporationIndustrialsInformation TechnologyHealth Care
Nov 27, 2025

Blackline Safety: Procurement Trade-Offs Safety vs Cost

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Blackline SafetyCASmall CapHoneywellMSA SafetyDrgerwerkFortive CorporationIndustrialsInformation TechnologyHealth Care
Nov 26, 2025

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

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HoneywellUSLarge CapTransDigm GroupGeneral ElectricSafranThe BoeingAirbusHEICORTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Nov 10, 2025

Blackline Safety: Aramco Opportunity & Regulatory Pathway

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Blackline SafetyCASmall CapHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care
Oct 16, 2025

Acme United: First Aid Market & Cintas Competition

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Acme UnitedUSSmall CapCintas CorpHoneywellIndustrialsConsumer Staples
Oct 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

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ESCOUSMid CapHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
Oct 13, 2025

Kneat: Consumer Products Validation

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KneatcomIESmall CapVeevaHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
Oct 8, 2025

Veeva: Non-Pharma Quality Vault

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VeevaUSLarge CapKneatcomHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials

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