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IP References
Feb 25, 2026
TransDigm: Mike Lisman References & TransDigm Culture Challenge
IP Reference Checks
Management CheckTransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
TransDigm vs Airbus: Pricing Power & Platform Selection
Oct 6, 2026
Oct 6, 2026
Interview Extract
... TransDigm Group, however, aggressively increased their aftermarket pricing right after Covid-19 into the 17% range. This triggered intense negotiations between TransDigm, Airbus, and Satair. Under severe pressure from Airbus, TransDigm ultimately conceded to a moderated pricing model. While they still secured a substantial price increase above ...TransDigm: DoD M&A Review Process & Stellant Acquisition Block
Oct 15, 2026
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesOct 15, 2026
Interview Extract
... That's been the case to date. TransDigm doesn't have many supporters, but no transactions have been blocked. TransDigm hasn't created the kind of horizontal competition issues that would trigger antitrust action — they've focused on acquiring sole-source suppliers. So perhaps that's an opportunity ...TransDigm: Adams Rite Operations, Pricing Power & PMA Risk
Jun 17, 2026
Partner Interview
TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesJun 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: CPI Electron Device Acquisition Strategy & Vacuum Tube Aftermarket
May 18, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesMay 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: Operational Playbook & Post-COVID Margin Expansion
Mar 16, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesMar 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, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Apr 1, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesApr 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: AvtechTyee, Equity Incentives & Operating as an Owner
Feb 9, 2026
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesFeb 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 ...TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
May 6, 2026
Partner Interview
TransDigm Group•US•Large CapGE AerospaceCalspan CorporationRolls-RoyceSwitching CostsMission Critical Products & ServicesMay 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: IP Rights, Right to Repair & Congressional Pressure
Oct 2, 2026
Partner Interview
TransDigm Group•US•Large CapAndurilHEICOSwitching CostsMission Critical Products & ServicesOct 2, 2026
Interview Extract
... TransDigm was sort of the first indication of what has led to a lot of this legislation and these elements of policy change. TransDigm did business by the rules, and what this really did was highlight how the system had created ways for this to happen. It illustrates ...TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A
May 1, 2026
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesMay 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 & Prince & Izant: Brazing Alloy Economics & Aerospace Aftermarket
Sep 4, 2026
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSep 4, 2026
Interview Extract
... Analyst: I'm invested in the aerospace sector through two companies, TransDigm and HEICO. I'm always interested in studying the companies these two businesses are acquiring, to get a better sense of the assets in the aerospace parts sector. I thought you had very compelling experience regarding ...TransDigm: Aftermarket Demand Drivers
Sep 8, 2025
Partner Interview
TransDigm Group•US•Large CapHEICOThe BoeingHoneywellAirbusProcess PowerMission Critical Products & ServicesSep 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 ...Company Profile
TransDigm Group
Nov 27, 2023
IP Company Profile
IP ResearchTransDigm Group•US•Large CapSwitching CostsMission Critical Products & Services
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 ...HEICO & Wencor: ABOM Strategy, PMA Pricing & Aftermarket Growth
Oct 1, 2026
Partner Interview
HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc.Switching CostsMission Critical Products & ServicesOct 1, 2026
Interview Extract
... figure out how they could possibly generate a strong return on that investment, it seems very inconsistent with the traditional TransDigm model — buying OEM businesses with proprietary positions that make it extremely difficult for airlines, Boeing, or Airbus to replace them, given the immense switching costs. For full ...IP Research Analysis
TransDigm: Boeing vs OEM Supplier Bargaining Power
Nov 1, 2023
In Practise Research
IP ResearchTransDigm Group•US•Large CapHoneywellThe BoeingAirbusSafranGE AerospaceRTXHEICOProcess PowerMission Critical Products & Services
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 ...Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
May 28, 2026
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsMission Critical Products & ServicesMay 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 ...Airbus Services Strategy: Satair, Flight Hour Services & the $10B Aftermarket Target
Oct 16, 2026
Oct 16, 2026
Interview Extract
... In Practise: There were a few comments from Airbus at Farnborough a couple of weeks ago around their services strategy. They floated the idea of owning more of the aftermarket. They also insinuated that they are going to be participating in engine programs, wh ...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 ...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 ...Showing 20 of 60 results