2024-05-21 07:34:50 ET
Summary
- TransDigm is a manufacturer of highly engineered components with strong margins derived from proprietary products.
- The company has shown strong topline and margin growth, driven by defense and commercial sales.
- TDG's fiscal 2024 earnings outlook has increased, and it has a manageable debt maturity profile.
- The stock is currently valued richly, but remains attractive on shielded proprietary revenues, M&A activity and end-market strength.
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TransDigm: Here Is Why The Richly Valued Stock Is A Buy