TransDigm doubles down on aerospace aftermarket, buying Jet Parts Engineering and Victor Sierra Aviation for about $2.2B

What happened

TransDigm ($TDG) says it will buy Jet Parts Engineering and Victor Sierra Aviation from Vance Street Capital for about $2.2B (including tax benefits), expanding further into the high-margin aerospace aftermarket. Reuters says the 2 businesses generated about $280M of revenue in 2025, and TransDigm highlighted that their commercial aftermarket revenue is tied to proprietary alternative parts.

Why it matters for traders

Aftermarket is where aerospace prints cash: airlines are keeping jets in service longer because new aircraft deliveries are delayed, which boosts demand for replacement parts and maintenance. A large, scaled buyer like TransDigm can add pricing power, expand its  ...