TransDigm Stock Discussion

TransDigm Group's consistent ROCE and its reinvestment of capital at decent rates of return are positive signs. Despite these being accounted for by investors, the stock is still worth further investigation.

Investors are comfortable with TransDigm's high P/E as they expect higher growth compared to the market. Shareholders are apparently confident in the prosperous future of the company and this confidence is providing strong support to the share price.

Wall Street's average ratings: 'Strong Buy' for Ryanair, 'Buy' for TransDigm, Stantec, Symbotic, and Sterling Infrastructure. 'Hold' for ATS, ICF International, Joby Aviation, and CNH Industrial. Plug Power has been rated 'Sell'. Hint of bullishness in the industrial sector.

TransDigm Group, Hilton Worldwide were among the 13 S&P 500 names trading at fresh highs on Thursday.
Aerospace and defense company TransDigm Group on Thursday posted fourth-quarter earnings and revenue that topped estimates. It posted adjusted per-share earnings of $8.03, greater than the consensus estimate of $7.55, according to FactSet. It issued revenue of $1.85 billion, slightly higher than the forecasted $1.84 billion.
TransDig...

TransDigm's CEO, Kevin Stein, expressed excitement at the prospect of acquiring CPIs Electron Device Business, indicating that it aligns with their existing strategy and should facilitate equity value creation in line with their established return objectives.

Our Call
What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20.
Positive on aero:
Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...