Professional
Added to YB: 2025-09-08
Pitch date: 2025-07-17
TDG [bullish]
TransDigm Group Incorporated
-20.54%
current return
Author Info
No bio for this author
Company Info
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally.
Market Cap
$66.3B
Pitch Price
$1.5K
Price Target
N/A
Dividend
7.67%
EV/EBITDA
20.19
P/E
37.75
EV/Sales
10.29
Sector
Aerospace and Defense
Category
value
Artemis US Extended Alpha Fund New Position: TransDigm Group Incorporated
TDG (new position): Aerospace supplier with 50+ yr product cycles (Boeing 737), 54% EBITDA margin, >50% aftermarket revenue. OE sales recovering from Boeing issues, defense strengthening, aftermarket steady. High-quality biz potential for 10%+ annual revenue growth, trading at discount to historical premium. Underleveraged vs target provides capital allocation optionality.
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