TransDigm Group INC 8-K

What Happened

• On December 31, 2025 TransDigm Group Incorporated announced a definitive agreement to acquire Stellant Systems, Inc. from Arlington Capital Partners for approximately $960 million in cash (including certain tax benefits).
• Stellant, headquartered in Torrance, CA, is a designer and manufacturer of high‑power electronic components and subsystems for the aerospace and defense markets and is expected to generate about $300 million in revenue for calendar year 2025.

Key Details

• Purchase price: approximately $960 million in cash, inclusive of certain tax benefits.
• Revenue: Stellant expected to generate ~ $300 million in 2025.
• Business mix: ~50% of Stellant’s revenue comes from the aftermarket; nearly all revenue is from proprietary products.
• Operations & workforce: manufacturing in Torrance, CA; Williamsport, PA; Melville, NY; Topsfield, MA; ~950 employees.
• Closing: transaction is subject to U.S. regulatory approvals and customary closing conditions.

Why It Matters

• The deal adds a $300M‑scale business focused on high‑power avionics electronics with significant proprietary and aftermarket content to TransDigm’s portfolio, expanding its product set in aerospace and defense.
• For investors, the combination could meaningfully increase TransDigm’s exposure to aftermarket revenue streams and proprietary components—factors that can support revenue durability—though the acquisition remains subject to regulatory approval and closing conditions.