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September 9, 2024
TransDigm: Culture & Pricing
Former President at TransDigm
Interview Extract
... In Practise: I can give you a bit of background. I've been studying and investing in aerospace for the best part of a decade, specifically TransDigm. I've also looked into other aerospace aftermarket businesses like Heico. I'm always trying to understand more about how these businesses work. They are phenomenal businesses with phenomenal operators, and I'm fascinated by how they do things. ...
Weekly update
September 4, 2024
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
TeslaFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle
Article Extract
... TransDigm: SEI Industries & Wildfire Products ...September 3, 2024
TransDigm: SEI Industries & Wildfire Products
Former Director at SEI Industries & Wildfire Officer, British Columbia
Interview Extract
... In Practise: As a bit of context, I've been studying TransDigm for years. They made a pretty interesting acquisition, SEI. Nick Howley is the chairman of TransDigm and also the chairman of Perimeter Solutions. They bought Perimeter, so there is some overlap between the assets they've acquired in the fire space. We can start with SEI today, and obviously, we can chat next week specifically about more wildfires in British Columbia, mainly focusing on retardants, and then see how we go from there. ...Weekly update
August 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
DatabricksCarrierProcoreLoarWencorFTAI AviationHEICOGreen Landscaping GroupSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Article Extract
... TransDigm and HEICO: Threat of PMA ...IP Research Resource
July 31, 2024
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
TransDigm GroupLoarHEICOFTAI AviationSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Article Extract
... For nearly a decade, we’ve been studying the commercial aerospace market. Certain aerospace OEMs have attractive characteristics including high switching costs from strict FAA certifications, slow product life cycles, and exposure to the aftermarket of aircraft platforms that can last ~50 years. This simple TDG chart is illustrative of the attractiveness: ...Weekly update
June 10, 2024
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
TransDigm GroupHEICOLoarTopicusSatairHoneywellAirbusSafranConstellation Software
Article Extract
... For nearly a decade, we’ve been studying the commercial aerospace market. Aerospace OEMs have attractive characteristics including high switching costs from strict FAA certifications, slow product life cycles, and exposure to the aftermarket of aircraft platforms that can last ~50 years. This simple TDG chart is illustrative of the aftermarket attractiveness: ...Weekly update
January 9, 2024
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
AmazonEvolutionWayfairHEICOFortinetHowden JoineryIntuitive SurgicalTransDigm GroupPalo Alto Networks
Article Extract
... TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts ...January 2, 2024
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Former VP at TransDigm
Partner Interview
HEICOTransDigm GroupThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInterview Extract
... Operator: In your most recent interview, you mentioned that Airbus had dual-sourced Korry with Safran. ...IP Podcast
December 15, 2023
TransDigm Group Podcast
IP Podcast
TransDigm GroupThe BoeingAirbusHoneywellEatonHEICOSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Article Extract
... This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week. ...Company Profile
November 27, 2023
TransDigm Group
IP Company Profile
IP ResearchTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Article Extract
... Our research on TDG has focused on: ...Weekly update
November 1, 2023
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
AtlassianIMCDWayfairHoneywellTransDigm GroupAirbusMister Car Wash
Article Extract
... Content Published Last Week ...IP Research Analysis
November 1, 2023
TransDigm: Boeing vs OEM Supplier Bargaining Power
In Practise Research
IP ResearchHoneywellThe BoeingAirbusSafranGeneral ElectricRTXHEICOTransDigm GroupProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Article Extract
... In 2016, Boeing communicated plans to triple its Global Services businesses from $15bn to over $50bn by 2026. It combined its commercial and defense services business into a Global Services division (BGS) and specifically targeted clawing back ownership of the commercial aftermarket. Boeing went so far as sending letters demanding aftermarket royalties from OEMs: ...August 1, 2023
TransDigm: Esterline & Korry Electronics Case Study
Former VP at TransDigm
Interview Extract
... In Practise: To start off, could you provide some context about when and how you joined there? ...Weekly update
July 11, 2023
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
HEICODanaherCostco WholesaleTransDigm GroupBurford Capital
Article Extract
... TransDigm: Esterline Acquisition & ScioTeq Spin ...July 7, 2023
TransDigm: Esterline Acquisition & ScioTeq Spin
Former President at Esterline Technologies & CEO of ScioTeq
Interview Extract
... In Practise: It would be great to know more about your background and your role at Barco. ...Weekly update
July 5, 2023
TransDigm Pricing through COVID, Costco Aus & China, HEICO, Tempur Sealy
Costco WholesaleHEICOTransDigm Group
Article Extract
... Content Published Last Week ...July 3, 2023
TransDigm: Managing Opcos through COVID
Former President at TransDigm
Interview Extract
... In Practise: Can you share more about your first role and responsibilities at UTC, back in the day? ...Weekly update
June 21, 2023
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
SartoriusCopartTeslaDanaherHEICOCostco WholesaleCARTVStemAddtechTransDigm Group
Article Extract
... TransDigm, HEICO, & the Aircraft & Parts Lifecycle ...June 20, 2023
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Former Director at Transdigm and Current at PMA Shop
Partner Interview
HEICOThe BoeingAirbusTriumph GroupBOC AviationChampion AerospaceEmbracer GroupEatonMeggittLockheed MartinTransDigm GroupSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsCommunication ServicesInterview Extract
... Operator: My first question is, why is TransDigm so special, given that everyone has seen what they're doing? We want to understand the system integration aspect, where they are dealing with Boeing and Airbus. What makes TransDigm so special that no one else could achieve what they have, and generate such abnormal returns? ...June 23, 2022
Investor Dialogue: HEICO, Transdigm, & Terminal Values
IP Dialogue
HEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials