Transdime
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 18, 2024 by Jonathan Tepper · across every show →
Everything said about Transdime, oldest first
Mar 18, 2024 negative
Tepper calls TransDigm's price-tripling aerospace model 'slightly parasitic'
“You have some like Transdime, for example, which relies on FAA certification and are pretty open about they triple the pricing when they purchase a little part, and they raise prices over six percent per year, regardless of what the underlying cost of producin…”
Jul 6, 2026 positive
Dorsey: Serial M&A Is a Learned Skill That Most Public Companies Lack
“Acquiring companies in the way of a Danaher or a Transdime or a Constellation, it's a learned skill. You iterate, you go back and say, okay, what were our deal assumptions and how did they work out? What do we learn from that? What do we lean into? What do we …”