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Woodward Inc: Winning Airbus Content & Aftermarket Economics
Jul 6, 2026
Partner Interview
Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerMission Critical Products & ServicesJul 6, 2026
GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesJun 19, 2026
TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Jun 17, 2026
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesJun 17, 2026
Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
May 28, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsMission Critical Products & ServicesMay 28, 2026
Arxis / Qnnect: Price Leverage vs Volume Growth in Defense Interconnects
May 19, 2026
Partner Interview
ArxisTransDigm GroupAMETEKSwitching CostsSerial AcquirerMay 19, 2026
TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket
May 18, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesMay 18, 2026
TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
May 6, 2026
Partner Interview
TransDigm Group•US•Large CapGE AerospaceCalspan CorporationRolls-RoyceSwitching CostsMission Critical Products & ServicesMay 6, 2026
TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A
May 1, 2026
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesMay 1, 2026
Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria
Apr 23, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOHoneywellSwitching CostsMission Critical Products & ServicesApr 23, 2026
Weekly update
TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn
Apr 7, 2026
ToastHEICOTransDigm GroupSwitching CostsMission Critical Products & Services
Apr 7, 2026
TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Apr 1, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesApr 1, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Mar 19, 2026
Mar 19, 2026
TransDigm: Operational Playbook & Post-COVID Margin Expansion
Mar 16, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesMar 16, 2026
Loar Group: Acquisition Strategy & Operating Philosophy
Mar 11, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesMar 11, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Mar 6, 2026
Mar 6, 2026
Loar Holdings: Distribution, Pricing Power & Aftermarket Strategy
Mar 5, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupSwitching CostsMission Critical Products & ServicesMar 5, 2026
IP References
Feb 25, 2026
TransDigm: Mike Lisman References & TransDigm Culture Challenge
IP Reference Checks
Management CheckTransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner
Feb 9, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesFeb 9, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Jan 19, 2026
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerMission Critical Products & ServicesJan 19, 2026
Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket
Jan 15, 2026
Jan 15, 2026
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