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TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Jun 17, 2026
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsHealth CareJun 17, 2026
Interview Extract
... have tremendous respect for HEICO. HEICO has to work with TransDigm because it has to be part of their offering. But from my perspective, it's the least profitable of the offerings. At some point, do I switch that relationship to somebody like Loar, who has a very ...TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
May 6, 2026
Partner Interview
TransDigm Group•US•Large CapGE AerospaceCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsInformation TechnologyMay 6, 2026
Interview Extract
... president is there and all the executives from the whole business are on the call, and he says, "We have sold to TransDigm." I didn't know anything about TransDigm. Literally a week before or after, the local program 60 Minutes listed TransDigm ...TransDigm: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket
May 18, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMay 18, 2026
Interview Extract
... think there is less opportunity than TransDigm had hoped. We had been fairly successful in raising the price for the last 5 or 6 years prior to the sale of CPI to TransDigm. We expected to continue to do that, and I assume that TransDigm planned to continue ...TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Apr 1, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsApr 1, 2026
Interview Extract
... because of, I think, political pressure from leasing companies, from financiers. But in today's world, I would not be surprised to see TransDigm, even though TransDigm buys a company and lets it operate on its own and there isn't that much silo penetration or osmosis, silo ...TransDigm: Operational Playbook & Post-COVID Margin Expansion
Mar 16, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 16, 2026
Interview Extract
... think you are touching on something important. When you say "they," I assume you mean TransDigm, but they don't directly set the prices. They do push, prod, and ask many questions. However, the actual pricing decision is made at the site level. Everyone at TransDigm is familiar ...TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner
Feb 9, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsFeb 9, 2026
Interview Extract
... TransDigm, productivity is key, one of the three Ps, along with pricing. As an executive, you're measured on productivity. Are you implementing the right productivity projects? Can you introduce robotics in your factory to avoid bringing back too many people? TransDigm has a good amount of cash ...
IP References
Feb 25, 2026
TransDigm: Mike Lisman References & TransDigm Culture Challenge
IP Reference Checks
Management CheckTransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A
May 1, 2026
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMay 1, 2026
Interview Extract
... Stellant that I haven't asked that I should ask? What is a topic that comes to mind that is important to understanding TransDigm's interest in this business, or this business now being a part of TransDigm, given that I'm a shareholder in TransDigm ...TransDigm: Aftermarket Demand Drivers
Sep 8, 2025
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 8, 2025
Interview Extract
... years and from 2011 to 2024 in the aeronautic industry. I started at Safran and spent the last two years at TransDigm. I left TransDigm last year for personal reasons to return to France and be closer to family. I spent two years as a VP of Finance ...TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics
Sep 10, 2025
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSep 10, 2025
Interview Extract
... think all of TransDigm was always global exclusivity, yes. TransDigm is clever in moving to global distribution, creating an arm's length between the OEM, and the end user, with a distributor handling price increases ...Company Profile
TransDigm Group
Nov 27, 2023
IP Company Profile
IP ResearchTransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Nov 27, 2023
Article Extract
... TransDigm companies, they manufacture a subcomponent that goes into another part that gets marked with another company's number. It doesn't have a TransDigm number in the catalog. You can't really tell that it's a TransDigm part. Some parts are made on behalf of someone ...IP Research Analysis
TransDigm: Boeing vs OEM Supplier Bargaining Power
Nov 1, 2023
In Practise Research
IP ResearchTransDigm Group•US•Large CapHoneywellThe BoeingAirbusSafranGE AerospaceRTXHEICOProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Nov 1, 2023
Article Extract
... McNerney had gone in a conversation with Wall Street on an earnings call. He said that TransDigm was this horrible company that was jacking up prices and creating chaos in the industry, and that began an ongoing tit-for-tat between the companies… Where the idea came from ...TransDigm: Culture & Pricing
Sep 9, 2024
Sep 9, 2024
Interview Extract
... Well, like I said, not well. But they recognized that was TransDigm's strategy. They were getting smart enough, though, FedEx, UPS, maybe Delta, to look across the board and say, "We're buying a lot of stuff from now TransDigm businesses, and we're getting hit pretty ...IP Research Analysis
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
Aug 23, 2021
In Practise Weekly Analysis
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Aug 23, 2021
Article Extract
... Some argue that TransDigm merely buys proprietary IP and then just increases the price of the components. However, this underestimates TransDigm's innovative capability to retain and win new business. After all, there is no aftermarket business without winning the OE business to get on the aircraft platform ...Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
May 28, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsMay 28, 2026
Interview Extract
... Several of the key Loar executives came out of TransDigm. They were recruited away from TransDigm specifically to help build Loar. The reason behind that was because they were looking for something different: more compassionate leadership. It's not just about the finances, but you need to have ...TransDigm: Managing Opcos through COVID
Jul 3, 2023
Jul 3, 2023
Interview Extract
... today's world, they are night and day. Triumph started off similarly to TransDigm, buying businesses and running them independently. Each one brought their plan to corporate each year and corporate challenged them and pushed them; very decentralized. However, by the time I joined Triumph, they had made ...Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Oct 22, 2024
Oct 22, 2024
Interview Extract
... business, not just TransDigm, before committing to a new program, it's crucial to ensure profitability. Most TransDigm executives are savvy enough to know when they'll win, lose, or break even. No executive, whether at TransDigm or elsewhere, will last long by giving products away from ...TransDigm: Esterline Acquisition & ScioTeq Spin
Jul 7, 2023
Jul 7, 2023
Interview Extract
... Practise: One reason that has been mentioned for TransDigm's acquisition of Esterline is that TransDigm management believed Esterline was misunderstood. They said that TransDigm had a different definition of aftermarket content, and Esterline wasn't looking at their business in the same way TransDigm would ...GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsJun 19, 2026
Interview Extract
... shareholders who opposed the Zodiac deal. But maybe that's a topic for later. I was also a shareholder of TransDigm for many years, so I'm somewhat familiar with TransDigm's business. I want to discuss that towards the end of our call as well ...Loar Holdings: Distribution, Pricing Power & Aftermarket Strategy
Mar 5, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 5, 2026
Interview Extract
... Charles, quite well. Years before, he had been CFO for a McKechnie, which owned a number of manufacturing businesses. McKechnie was acquired by TransDigm and Dirkson was made redundant. They gave him a great package, and he left, but he stayed in touch with people. He said ...Showing 20 of 60 results