TransDigm managed to have another strong quarter and delivered an all-around beat. It was another strong quarter with healthy growth in commercial revenues and bookings. Most of the company’s net sales were driven by unique proprietary products. The capital structure and allocations are a key part of the company’s value creation methodology, and the team considers these facts while creating strategies. The management is facing some challenges in leading the post-COVID market situation which is why the results continued to be affected in comparison to pre-pandemic levels since the demand for air travel is still depressed because of the pandemic. We give Transdigm a ‘Hold’ rating with a revised target price.
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
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