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Company Profile
Nov 27, 2023
TransDigm Group
IP Company Profile
IP ResearchTransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Article Extract
... Our research on TDG has focused on: ...IP Research Analysis
Nov 1, 2023
TransDigm: Boeing vs OEM Supplier Bargaining Power
In Practise Research
IP ResearchTransDigm Group•US•Large CapHoneywellThe BoeingAirbusSafranGE AerospaceRTXHEICOTransDigm 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: ...IP Research Analysis
Aug 23, 2021
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
In Practise Weekly Analysis
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Article Extract
... In 1993, Nick Howley purchased four small aero component suppliers: Adel Fasteners, Wiggins Connectors, Aero Products, and Controlex. He then integrated the companies into two separate groups: AdelWiggins and AeroControlex. Both are operating companies of the TransDigm Group today. We interviewed a Former President of AdelWiggins to share insight into what it’s like working at a TransDigm operating company. ...IP Research Analysis
Jul 5, 2021
Topicus, Transdigm and Value-Based Pricing
In Practise Weekly Analysis
IP ResearchTransDigm Group•US•Large CapTopicusConstellation SoftwareTransDigm GroupSwitching CostsSerial AcquirerB2B SoftwareMission Critical Products & ServicesInformation TechnologyIndustrials
Article Extract
... Transdigm realised that many suppliers were allowing the airframer to capture the aftermarket profitability. Suppliers sell OEM parts for new aircraft and replacement parts for the aftermarket. Historically, airframers demanded that suppliers sell them parts at a fixed price so they could resell the parts into the aftermarket and capture the margin. For in-production aircrafts, the supplier may have enough volume in OEM parts to make their economics work. However, when the aircraft rolls out-of-production, the OEM volume declines and leaves the supplier with the fixed-price aftermarket business. It's very difficult for the parts supplier to be profitable with no OEM business and a fixed-price aftermarket business. This partly explains historically why Transdigm could pick up so many good deals. ...Sep 10, 2025
TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics
Former Director at Satair
Partner Interview
TransDigm Group•US•Large CapTransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInterview Extract
... Operator: Can you give us a bit of background of what you did at Satair and what Satair did exactly. So we can just understand where to go deeper. ...Sep 8, 2025
TransDigm: Aftermarket Demand Drivers
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
TransDigm Group•US•Large CapTransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInterview Extract
... Operator: Let me give you a little context on what we're trying to achieve here and how you can help us. I'm not sure if you still own TransDigm stock, but you probably still follow it. The last quarter's result was subpar, not as people were expecting. We're trying to understand whether it was just a slump or if it's a new trend in the size of the aftermarket growth. ...Oct 22, 2024
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Former President at TransDigm
Interview Extract
... In Practise: I've been following the business for the best part of a decade and am always interested to learn more. I'm particularly fascinated by the aftermarket and the niches within it. Maybe you could start by taking me back to when and how you joined TransDigm? ...Sep 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
Sep 4, 2024
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle
Article Extract
... TransDigm: SEI Industries & Wildfire Products ...Sep 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
Aug 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Procore•US•Large CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGE AerospaceSafranTransDigm Group
Article Extract
... TransDigm and HEICO: Threat of PMA ...IP Research Resource
Jul 31, 2024
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
IP Research Roundup
TransDigm Group•US•Large CapLoarHEICOFTAI AviationTransDigm GroupSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Article Extract
... TransDigm Investor Day, 2018 ...Weekly update
Jun 10, 2024
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
TransDigm Group•US•Large CapTransDigm 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
Jan 9, 2024
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Howden Joinery•GB•Mid CapAmazonEvolutionWayfairHEICOFortinetIntuitive SurgicalTransDigm GroupPalo Alto Networks
Article Extract
... TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts ...Jan 2, 2024
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Former VP at TransDigm
Partner Interview
TransDigm Group•US•Large CapHEICOTransDigm 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 Fieldwork Podcast
Dec 15, 2023
TransDigm Group Podcast
IP Podcast
TransDigm Group•US•Large CapTransDigm 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. ...Weekly update
Nov 1, 2023
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
TransDigm Group•US•Large CapAtlassianIMCDWayfairHoneywellTransDigm GroupAirbusMister Car Wash
Article Extract
... Content Published Last Week ...Aug 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
Jul 11, 2023
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
Costco Wholesale•US•Mega CapHEICODanaherTransDigm GroupBurford Capital
Article Extract
... TransDigm: Esterline Acquisition & ScioTeq Spin ...Jul 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. ...Showing 20 of 1000 results