This summary was created by AI, based on 3 opinions in the last 12 months.
TransDigm Group (TDG-N) is a prominent player in the aerospace replacement parts industry. The company has a strong position in its value chain, as it is the sole source for low-value components in high-value aircraft. With a history of leveraging acquisitions and a focus on long-term growth in global air travel, TDG is likely to continue benefiting from its pricing power and strategic acquisitions. Its consistent cash and special dividends, along with a strong management quality, further highlight its potential for continued success in the market.
Sole source for low-value components, like bathrooms and seatbelts, in high-value aircraft. Aircraft fleets are getting older. Airline miles continue to grow. Great compounder, best position in its value chain.
No dividend, but it does have regular cash and special dividends, which speaks to management quality. If management can't find a good acquisition, it diverts the cash to shareholders instead.
They make airplane parts. They've acquired 48 companies in this space, so no matter what plane you fly, TDG makes a piece of that. They have pricing power. A permanent compounder.
The aerospace sector is a bull market now. TDG has a good balance sheet.
Aftermarket manufacturer of airline parts (cheaper).
Very high debt levels a concern.
Good margins on products.
Strong business, but prefers other names in sector.
Current valuation high.
(A Top Pick Feb 12/19, Up 63%) The long-term chart enticed him to buy. They're in aerospace. 90% of sales are from proprietary products. 70% of what they sell, they are the sole-source provider. Also, only 3% of their business is from the Boeing 737 Max. They won't raise guidance because of coronavirus worries. They recently gave investors $3.5 billion in special dividends, yet still expect to have $3 billion in cash by year's end.
(A Top Pick July 19/16. Up 20.36%.) One of the best aerospace aftermarket companies. They had a big dip in February and April which caused a lot of concern because of a negative report, but this company keeps plugging away and persistently grabbing market share. A high cash flow machine and a high barrier to entry. He would like to get back into this as some point.
(A Top Pick July 19/16. Up 16%.) An aerospace and defense company. They supply lots of mundane things to the airline business. Someone has decided to target this company saying that they buy and acquire companies, and then change the pricing. As soon as he saw the one negative story, he stepped aside and will come back when the dust settles.
A leading supplier of engineered parts for both commercial and military aircraft. 70% of their business is the aftermarket. Lots of great future growth available here.
TransDigm Group is a American stock, trading under the symbol TDG-N on the New York Stock Exchange (TDG). It is usually referred to as NYSE:TDG or TDG-N
In the last year, 1 stock analyst published opinions about TDG-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for TransDigm Group.
TransDigm Group was recommended as a Top Pick by on . Read the latest stock experts ratings for TransDigm Group.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
1 stock analyst on Stockchase covered TransDigm Group In the last year. It is a trending stock that is worth watching.
On 2024-11-11, TransDigm Group (TDG-N) stock closed at a price of $1374.76.
Aerospace replacement parts such as seatbelts, for which it gets paid a hefty price. Serial acquirer. Uses a lot of leverage to pay out special dividends. Sees long-term growth in global air travel, and this name will benefit. No dividend.
(Analysts’ price target is $1494.73)