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Q2 2026 Aerospace, Defense & Mission-Critical Components market review

Aerospace, Defense & Mission-Critical Components is active this window, with 87 buys in the last 3 years vs 71 prior across 67 public acquirers.

Generated May 26, 2026, 10:49 PMSource packet: market reviewSE-Cluster evidence packet

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Market thesis

[1][2]
2 cites
Active acquirers add scarce certifications, program positions, and aftermarket relationships through repeat bolt-ons.

[1] 10-K

FY 2025 strategy language. We maintain a selective acquisition strategy, concentrating on proprietary commercial aerospace component businesses with significant aftermarket content where we see a clear path to value creation through the application of our three core value drivers.

[2] 10-K

FY 2025 strategy language. The integration of acquisitions into our existing businesses combined with implementing our proven operating strategy has historically resulted in improvements in the financial performance of the acquired businesses.

Buyer hierarchy

[1][2][3]
3 cites
TDG, HEI, LHX, RTX, BA lead the current buyer hierarchy with 590 recorded buys among ranked acquirers.

[1] 10-K

FY 2025 strategy language. We maintain a selective acquisition strategy, concentrating on proprietary commercial aerospace component businesses with significant aftermarket content where we see a clear path to value creation through the application of our three core value drivers.

[2] 10-K

FY 2025 strategy language. The integration of acquisitions into our existing businesses combined with implementing our proven operating strategy has historically resulted in improvements in the financial performance of the acquired businesses.

[3] 10-K

FY 2024 strategy language. We selectively pursue the acquisition of proprietary aerospace component businesses when we see an opportunity to create value through the application of our three core value-driven operating strategies.

Filing signals

[4][5][6][7]
4 cites
Curtiss-wright Corporation: 55 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. Textron Inc.: 37 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. TransDigm Group Incorporated: 45 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. Heico Corporation: 61 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. MOOG Inc.: 45 recorded buyer-side acquisition reference(s); filings read as very active buyer activity.

[4] 10-K· 2026-02-12

FY 2025 strategy language. Implementing our acquisition strategy involves risks, and our failure to successfully implement this strategy could have a material adverse effect on our business.

[5] 10-K· 2026-02-12

FY 2025 strategy language. Failure to successfully implement our acquisition strategy, including successfully integrating acquired businesses, could have a material adverse effect on our business, financial condition, and results of operations.

[6] 10-K· 2026-02-12

FY 2024 strategy language. Implementing our acquisition strategy involves risks, and our failure to successfully implement this strategy could have a material adverse effect on our business.

[7] 10-K· 2026-02-11

FY 2024 strategy language. In addition, from time to time we face challenges that may impact employee retention, such as workforce reductions and facility consolidations and closures, and some of our most experienced employees are retirement-eligible which may adversely impact retention.