Added to YB: 2024-07-05
Pitch date: 2024-07-04
TDG [bullish]
TransDigm Group Incorporated
+6.56%
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
$67.2B
Pitch Price
$1.1K
Price Target
N/A
Dividend
7.49%
EV/EBITDA
19.65
P/E
37.51
EV/Sales
10.03
Sector
Aerospace and Defense
Category
growth
Highlights from MS on $TDG Analyst Day
TDG: 90% proprietary & 75% sole-sourced products enable pricing power. Recent acquisitions expand A&D testing & helicopter components. Strong balance sheet for M&A. A&D supply chain struggles persist. Pre-COVID contracts don't reflect inflation. Aftermarket exposure provides long-term earnings growth visibility. Management focus on autonomy & value creation.
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