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Airbus Services Strategy: Satair, Flight Hour Services & the $10B Aftermarket Target

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IP Interview
Airbus•NL•Large CapSatairThe BoeingGeneral Electric CompanyHoneywell Aerospace Inc.TransDigm GroupProcess PowerMission Critical Products & Services
Oct 16, 2026

TransDigm: DoD M&A Review Process & Stellant Acquisition Block

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TransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
Oct 15, 2026
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Weekly update

TransDigm & GE vs Airbus, Meta & Amazon Culture, AppLovin

TransDigm Group•US•Large CapAirbusProcess PowerMission Critical Products & Services
Oct 8, 2026

TransDigm vs Airbus: Pricing Power & Platform Selection

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TransDigm Group•US•Large CapHEICOHoneywell Aerospace Inc.The BoeingWoodwardWencorAirbusProcess PowerMission Critical Products & Services
Oct 6, 2026

TransDigm: IP Rights, Right to Repair & Congressional Pressure

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

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

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HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc.Switching CostsMission Critical Products & Services
Oct 1, 2026

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

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

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

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

TransDigm & Prince & Izant: Brazing Alloy Economics & Aerospace Aftermarket

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TransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
Sep 4, 2026

Woodward Inc: Winning Airbus Content & Aftermarket Economics

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Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerMission Critical Products & Services
Jul 6, 2026

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

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

TransDigm: Adams Rite Operations, Pricing Power & PMA Risk

Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & Services
Jun 17, 2026

Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth

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

Arxis / Qnnect: Price Leverage vs Volume Growth in Defense Interconnects

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ArxisTransDigm GroupAMETEKSwitching CostsSerial Acquirer
May 19, 2026

TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket

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

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

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TransDigm Group•US•Large CapGE AerospaceCalspan CorporationRolls-RoyceSwitching CostsMission Critical Products & Services
May 6, 2026

TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A

Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
May 1, 2026

Loar Holdings: Operating Model, Portfolio Strategy & Acquisition Criteria

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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

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

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