TRANSDIGM-STELLANT DEAL HIGHLIGHTS DEFENSE SUPPLY CHAIN CONSOLIDATION AMID RISING MILITARY DEMAND
CLEVELAND, Ohio - TransDigm Group Incorporated has agreed to acquire Stellant Systems Inc. in an all-cash transaction valued at approximately $960 million, including certain tax benefits, the companies said on Dec. 31.
Stellant Systems is owned by private equity firm Arlington Capital Partners. The company designs and manufactures high-power electronic components and subsystems used across aerospace and defense platforms. Its products include proprietary, highly engineered components with significant exposure to the aftermarket, which accounts for roughly half of its revenue.
Based in Torrance, California, Stellant is expected to generate about $300 million in revenue for the calendar year ending Dec. 31, 2025. The company employs approximately 950 people and operates manufacturing facilities in California, Pennsylvania, New York, and Massachusetts.
TransDigm is a major supplier of specialized aircraft components for commercial and military customers, with a business model centered on proprietary products and recurring aftermarket sales. The acquisition would add a portfolio of high-power electronics capabilities to TransDigm’s existing aerospace and defense offerings.
The acquisition underscores continued consolidation in the aerospace and defense supply chain, particularly around niche, proprietary components with strong aftermarket revenue streams. For TransDigm, Stellant expands exposure to electronic subsystems that are increasingly critical to modern defense and aerospace platforms, while reinforcing the company’s emphasis on long-life programs that generate stable, recurring cash flow amid heightened global defense spending.