TransDigm Group Incorporated


SKU: TDG-1 Category:


TransDigm managed to deliver yet another all-around beat in the recent result. The company owns and run exclusive aircraft companies with a substantial aftermarket component and has a unique remuneration structure closely linked with shareholders and a decentralized organizational structure. Their value generation process heavily relies on their capital structure and allocations and has worked well in the post Covid environment. TransDigm showed continued sequential growth in revenues as well as earnings. The commercial aerospace business is still showing signs of improvement, and the upward trends in air traffic are encouraging. In addition, they have cautious optimism that the current situation will continue to improve. We remain neutral on their stock and maintain our ‘Hold’ rating.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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