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Weekly update

Rollins, Google TPU, Repligen, Brown & Brown

Rollins•US•Large CapBrown & Brown
Nov 5, 2026

SDI Group: Niche Imaging Subsidiary Under Two Management Regimes

Partner Interview
SDI Group•GB•Small Cap
Oct 30, 2026

Repligen KRM vs Cytiva ÄKTA: Chromatography System Competition

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IP Interview
Repligen•US•Large CapDanaherThermo Fisher ScientificMerckSwitching CostsMission Critical Products & Services
Oct 29, 2026

HEICO & Wencor: PMA Adoption by Airlines and Lessors

Partner Interview
HEICO•US•Large CapChromalloyLufthansa TechnikTransDigm GroupSwitching CostsMission Critical Products & Services
Oct 29, 2026

Honeywell Aerospace: Casting Supply Chain Bottlenecks & Qualification Timelines

Partner Interview
Honeywell Aerospace Inc.•US•Large CapDoncastersChromalloyHowmet AerospaceGeneral Electric CompanyBerkshire HathawaySwitching CostsMission Critical Products & Services
Oct 28, 2026

Brown & Brown: Florida Condo Insurance Brokerage & Producer Economics

Partner Interview
Brown & Brown•US•Large CapArthur J GallagherAon
Oct 28, 2026

Airbus, Satair & How Aerospace Parts Distribution Works

Partner Interview
Airbus•NL•Large CapProponentSatairChromalloyThe BoeingTransDigm GroupHEICOWoodwardAARProcess PowerMission Critical Products & Services
Oct 27, 2026

HEICO & Wencor: PMA Pricing Discipline and the "OEM of PMA" Debate

Partner Interview
HEICO•US•Large CapWencorJet Parts EngineeringChromalloyTransDigm GroupSwitching CostsMission Critical Products & Services
Oct 26, 2026

Pall & Cytiva: Filtration Operating Margins & Switching Costs

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IP Interview
Danaher•US•Large CapSartoriusSartorius Stedim BiotechThermo Fisher ScientificMerckRepligenSwitching CostsOEMs w/ Installed Base
Oct 23, 2026

Danaher Bioprocessing: Filtration Manufacturing, MabSelect Erosion & Integration Challenges

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IP Interview
Danaher•US•Large CapRepligenMerckSartoriusThermo Fisher ScientificSwitching CostsOEMs w/ Installed Base
Oct 23, 2026

QXO & Beacon: Distributor Consolidation from a Commercial Roofer's Perspective

Partner Interview
QXO•US•Large CapScale EconomiesB2B Middlemen
Oct 19, 2026

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

Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
Oct 15, 2026

Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints

Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & Services
Oct 9, 2026

QXO & TopBuild: A Homebuilder's Perspective on the Post-Acquisition Integration

Partner Interview
QXO•US•Large CapScale EconomiesB2B Middlemen
Oct 8, 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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IP Interview
TransDigm Group•US•Large CapHEICOHoneywell Aerospace Inc.The BoeingWoodwardWencorAirbusProcess PowerMission Critical Products & Services
Oct 6, 2026

QXO & TruTeam: A Homebuilder's Perspective on Insulation Installation

Partner Interview
QXO•US•Large CapTopBuildInstalled Building ProductsScale EconomiesB2B Middlemen
Oct 2, 2026

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.Switching CostsMission Critical Products & Services
Oct 1, 2026

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