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HEICO: Parts for Planes - [Business Breakdowns, EP.150]
Business Breakdowns
Comparison of HeiCO and TransDigm in Aerospace and Defense Industry
HeiCO and TransDigm are both high-quality aerospace and defense businesses with similar exposures, profits mainly from part sales, talented management teams, decentralized M&A programs, and a focus on ownership mentality. However, they differ in their strategies: HeiCO tends to leave businesses untouched while TransDigm focuses on cost-cutting and divestment. HeiCO maintains low leverage levels, while TransDigm comfortably operates at high leverage. HeiCO emphasizes offering customer savings, whereas TransDigm is known for price increases. Despite these differences, they do not compete directly and can complement each other from a Vefsys perspective.
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