Added to YB: 2024-11-22
Pitch date: 2024-11-21
TDG [bearish]
TransDigm Group Incorporated
-11.45%
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
$1.2K
Price Target
N/A
Dividend
6.83%
EV/EBITDA
22.12
P/E
41.11
EV/Sales
11.49
Sector
Aerospace and Defense
Category
N/A
Problems at TransDigm - $TDG
TDG: Aerospace parts supplier faces scrutiny for alleged price gouging (549%-3850% markups) on DoD contracts. New Dept of Govt Efficiency likely to target. Whistleblower claims of accounting fraud. 40% rev from defense. 50x P/E. Risks: regulation changes, audits, contract restructuring. Bull case: proven model, high margins.
Read full article (8 min)