Added to YB: 2026-06-30
Pitch date: 2026-06-26
TDG [bullish]
TransDigm Group Incorporated
+0.36%
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
$74.1B
Pitch Price
$1.3K
Price Target
N/A
Dividend
6.79%
EV/EBITDA
21.07
P/E
41.36
EV/Sales
10.76
Sector
Aerospace and Defense
Category
growth
There's a 50%-margin monopoly hiding inside the airline industry that'll print cash for the next ten years - TransDigm Group Incorporated
TDG: Aerospace parts monopoly - 90% proprietary, 75% sole-source, 50%+ EBITDA margins (15yr uptrend) via relentless pricing power on flight-critical aftermarket parts. May raised FY guide to ~$5.4B EBITDA (+14% YoY), organic sales +9%. Breaking out of falling wedge; close >$1330 validates, >$1400 bullish, fails <$1100 (-18%). 20x earnings, 5x levered—full price for quality.
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