Professional
Added to YB: 2024-06-25
Pitch date: 2024-03-09
TDG [bullish]
TransDigm Group Incorporated
+26.06%
current return
Author Info
Concentrated Compounding finds secularly growing companies and holding them for the long-term Sign up for the newsletter.
Company Info
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally.
Market Cap
$74.2B
Pitch Price
$1.0K
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
Concentrated Compounding Portfolio Holding: TransDigm Group Incorporated
TDG: 67% return in 2023. 2022 earnings surpassed pre-pandemic peak despite lower sales. Strong outlook as global travel recovers. Capturing incremental volumes & profits. Expect continued growth as travel normalizes to pre-pandemic trends. Executing well in favorable market conditions.
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