Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

TransDigm Group (TDG-N) is a significant player in the aerospace industry, with a strong market presence due to its acquisition of 48 companies in the space. Despite concerns about high debt levels, the company's good balance sheet, pricing power, and high margins on its products indicate a strong and resilient business. However, the current valuation is considered high, and some experts recommend considering other names in the sector.

Consensus
Strong
Valuation
Overvalued
BUY
TransDigm Group

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.

INDUSTRIAL PRODUCTS
BUY
TransDigm Group

The aerospace sector is a bull market now. TDG has a good balance sheet.

INDUSTRIAL PRODUCTS
HOLD
TransDigm Group

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. 

INDUSTRIAL PRODUCTS
PAST TOP PICK
TransDigm Group

(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.

INDUSTRIAL PRODUCTS
TOP PICK
TransDigm Group
They had a good, long decade, until a short report in late-2016 alleged fixed government contracts. Low volatility and growing its sales at 17% annually. They're in the airline business: power control, airframe (seatbelts, bin latches) and especially a secondary repair business. TDG moves closely to Boeing. Strong cash flows. This will go up and down with US-China trade talks. (Analysts’ price target is $434.78)
INDUSTRIAL PRODUCTS
PAST TOP PICK
TransDigm Group

(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.

INDUSTRIAL PRODUCTS
PAST TOP PICK
TransDigm Group

(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.

INDUSTRIAL PRODUCTS
TOP PICK
TransDigm Group

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.

INDUSTRIAL PRODUCTS
PAST TOP PICK
TransDigm Group

(A Top Pick April 3/12. Up 38.28%.)

INDUSTRIAL PRODUCTS
TOP PICK
TransDigm Group
Have excellent proprietary aerospace components that focus on military and commercial aircraft. About 90% of sales are products only made by them. About 55% of revenue is aftermarket sales. Military sales may be fragile but there is a massive refurbishment of existing global commercial aircraft.
INDUSTRIAL PRODUCTS
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TransDigm Group(TDG-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for TransDigm Group is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

TransDigm Group(TDG-N) Frequently Asked Questions

What is TransDigm Group stock symbol?

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

Is TransDigm Group a buy or a sell?

In the last year, 2 stock analysts published opinions about TDG-N. 2 analysts 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.

Is TransDigm Group a good investment or a top pick?

TransDigm Group was recommended as a Top Pick by on . Read the latest stock experts ratings for TransDigm Group.

Why is TransDigm Group stock dropping?

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.

Is TransDigm Group worth watching?

2 stock analysts on Stockchase covered TransDigm Group In the last year. It is a trending stock that is worth watching.

What is TransDigm Group stock price?

On 2024-07-12, TransDigm Group (TDG-N) stock closed at a price of $1242.31.