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TIVP101: HEICO VS. TRANSDIGM: WHOSE AEROSPACE MONOPOLY IS BETTER?
W/ KYLE GRIEVE & SHAWN O’MALLEY
TIVP101: HEICO VS. TRANSDIGM: WHOSE AEROSPACE MONOPOLY IS BETTER? W/ KYLE GRIEVE & SHAWN O’MALLEY
07 October 2026
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they approach debt and capital allocation, and what gives each business its durable competitive advantages. The discussion also covers the risks facing both companies, including regulatory scrutiny and reliance on continued aerospace demand, as well as potential sources of future growth.
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IN THIS EPISODE, YOU’LL LEARN:
- Why the aerospace industry has such high barriers to entry
- How TransDigm built its sole-source pricing power model
- How HEICO competes by underpricing original equipment manufacturers
- Why both companies rely heavily on acquisitions to grow
- How each company’s approach to debt differs sharply
- What gives HEICO and TransDigm such durable competitive advantages
- Why regulators have started scrutinizing TransDigm’s acquisition strategy
- How ownership and incentive structures shape each management team
- What risks could disrupt either company’s long runway of growth
- Where future growth could come from for both businesses
- And so much more!
For the full show notes, go to this page.
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BOOKS AND RESOURCES
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- Portfolio Review Submit Tool.
- Listen to the TransDigm episode with Daniel and Shawn.
- Listen to our HEICO episode with Clay Finck.
- Listen to the TransDigm Foundations with Nicholas Howley.
- Listen to TransDigm episode with Nicholas Howley.
- Read The Compounders book.
- Check out our previous Intrinsic Value breakdowns: Copart, Comfort Systems, SpaceX, Copa Holdings.
- Related books mentioned in the podcast.
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