Added to YB: 2026-10-14
Pitch date: 2026-10-12
TDG [neutral]
TransDigm Group Incorporated
+1.91%
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
$61.2B
Pitch Price
$1.1K
Price Target
N/A
Dividend
8.12%
EV/EBITDA
18.06
P/E
33.61
EV/Sales
9.20
Sector
Aerospace and Defense
Category
growth
After the Compounder Trap: Four Stocks We’re Interested In - TransDigm Group Incorporated
TDG (monitor): TransDigm’s specialized, essential aerospace parts benefit from certification barriers, long aircraft lives and an installed base requiring replacements, while acquisitions offer another growth avenue. Fiscal Q3 sales rose 23%, including 13% organically, and adjusted EPS reached $10.87. At ~27x guided adjusted earnings, sustained per-share growth is essential; leverage, refinancing and acquisition costs, pricing scrutiny and a year-over-year adjusted EBITDA-margin decline temper the case.
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