Added to YB: 2025-03-31
Pitch date: 2025-03-27
TDG [bullish]
TransDigm Group Incorporated
+0.26%
current return
Author Info
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Company Info
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally.
Market Cap
$74.2B
Pitch Price
$1.3K
Price Target
N/A
Dividend
6.83%
EV/EBITDA
22.12
P/E
41.11
EV/Sales
11.49
Sector
Aerospace and Defense
Category
growth
TransDigm Group Incorporated - $TDG
TDG: Leading aerospace supplier with 30% annual return since 2006 IPO. Proprietary products, pricing power, high barriers. 90% proprietary, strong aftermarket margins. Revenue $8B, 45% op margin. Risks: high debt (5-7x EBITDA), price gouging concerns, acquisition runway. Still attractive long-term growth potential in air travel and defense.
Read full article (11 min)