TransDigm (NYSE: TDG) plans $2.2B Jet Parts, Victor Sierra deal

Rhea-AI Filing Summary

TransDigm Group has signed a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings, portfolio companies of Vance Street Capital, for approximately $2.2 billion in cash, including certain tax benefits. The two businesses focus on highly engineered, proprietary FAA-approved replacement parts and repairs for the commercial, regional, cargo, general and business aviation aftermarket.

Jet Parts Engineering, based in Seattle, designs and manufactures proprietary OEM-alternative parts and repairs, with engineering and repair locations across several U.S. states and the United Kingdom and approximately 300 employees. Victor Sierra Aviation brings brands such as McFarlane Aviation, Tempest Aero Group and Aviation Products Systems, employs about 400 people, and operates multiple U.S. facilities.

The companies together generated about $280 million of revenue for the calendar year ended December 31, 2025. Closing of the acquisition is subject to regulatory approval in the United States and other customary closing conditions.

Insights

Aerospace M&A analyst

TransDigm adds $280M aftermarket revenue via $2.2B deal.

TransDigm Group agreed to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash, including certain tax benefits. The two targets focus on proprietary replacement parts and repairs in the commercial aviation aftermarket, which aligns with TransDigm’s historical emphasis on high-margin, engineered aerospace components.

The companies generated about $280 million in revenue for the calendar year ended December 31, 2025, giving a clear sense of the scale TransDigm is adding. Both businesses are described as leading providers of PMA and OEM-alternative parts, serving commercial, regional, cargo, general, and business aviation, which broadens TransDigm’s aftermarket exposure.

The transaction is subject to regulatory approval in the United States and customary closing conditions, so timing and final terms depend on that process. Future disclosures in company filings may provide more detail on profitability, integration plans, and how the acquired revenue mix fits within TransDigm’s broader portfolio.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 16, 2026

TransDigm Group Incorporated

(Exact name of registrant as specified in its charter)

Delaware

001-32833

41-2101738

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1350 Euclid Avenue,

Suite 1600,

Cleveland,

Ohio

44115

(Address of principal executive offices)

(Zip Code)

(216) 706-2960

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class:

Trading Symbol:

Name of each exchange on which registered:

Common Stock, $0.01 par value

TDG

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events.

On January 16, 2026, TransDigm Group Incorporated (“TransDigm Group”) issued a press release (the “Press Release”) announcing its definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings (collectively “the Companies”), portfolio companies of Vance Street Capital, for approximately $2.2 billion in cash, including certain tax benefits. A copy of this Press Release is attached to this Current Report on Form 8-K as Exhibit 99.1 and is incorporated herein by reference.

Jet Parts Engineering

Jet Parts Engineering (“JPE”), headquartered in Seattle, Washington, is a leading independent designer and manufacturer of aerospace aftermarket solutions, primarily proprietary OEM-alternative parts and repairs. JPE serves commercial, regional and cargo airline customers, as well as maintenance, repair and overhaul (“MRO”) providers. JPE’s products are highly engineered, proprietary PMA components with a strong presence across major commercial aerospace platforms. Nearly all of JPE’s revenue is derived from the commercial aftermarket. In addition to its engineering headquarters in Seattle, Washington, JPE has engineering and component repair locations in Texas, New York, Florida, Alabama and the United Kingdom. JPE employs approximately 300 people.

Victor Sierra Aviation

Victor Sierra Aviation Holdings (“VSA”) is a leading designer, manufacturer, and distributor of proprietary PMA and other aftermarket parts serving the commercial aerospace end market – primarily the general aviation and business aviation sectors. VSA is a leading collection of brands including McFarlane Aviation, Tempest Aero Group, and Aviation Products Systems. VSA offers a complete line of highly engineered PMA, custom design and OEM products, as well as service and repair stations. Nearly all of VSA’s revenue is derived from the commercial aftermarket. VSA primarily operates out of three facilities: Baldwin City, Kansas; Burlington, North Carolina; and Granite City, Illinois. Additional satellite facilities are in Illinois, Texas, Kentucky and Washington to provide support and strategic proximity to customers. VSA employs approximately 400 people.

The Companies collectively generated approximately $280 million in revenue for the calendar year ended December 31, 2025. The acquisition is subject to regulatory approval in the United States and customary closing conditions.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.						Description
99.1						Press Release
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TRANSDIGM GROUP INCORPORATED
By:									/s/ Sarah Wynne
			Name:						Sarah Wynne
			Title:						Chief Financial Officer (Principal Financial Officer)

Dated: January 16, 2026

FAQ

What acquisition did TransDigm Group (TDG) announce in this 8-K?

TransDigm Group announced a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings, portfolio companies of Vance Street Capital.

How much is TransDigm paying for Jet Parts Engineering and Victor Sierra Aviation?

TransDigm agreed to pay approximately $2.2 billion in cash, including certain tax benefits, to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings.

What revenue did the acquired companies generate before the TransDigm deal?

Jet Parts Engineering and Victor Sierra Aviation Holdings collectively generated about $280 million in revenue for the calendar year ended December 31, 2025.

What markets do Jet Parts Engineering and Victor Sierra Aviation serve?

Both companies focus on commercial aerospace aftermarket parts and repairs. JPE serves commercial, regional and cargo airlines and MRO providers, while VSA focuses on general aviation and business aviation sectors.

How many employees will TransDigm add through this acquisition?

Jet Parts Engineering employs approximately 300 people and Victor Sierra Aviation employs approximately 400 people, for a combined workforce of about 700 employees.

Are there any conditions before TransDigm can close this acquisition?

Yes. The acquisition is subject to regulatory approval in the United States and other customary closing conditions before it can be completed.