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TransDigm Group

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 20 Analysts

Air Travel Demand And OEM Backlogs Will Sustain Future Upside

Key Takeaways Rising demand for air travel and defense spending, along with an aging aircraft fleet, are driving sustained aftermarket and OEM revenue growth and margin expansion. Strategic acquisitions and industry outsourcing trends are strengthening TransDigm's portfolio, enhancing operational synergies, and supporting long-term profitability.

US$1.62k

FV

14.1% undervalued

8.01%

Revenue growth p.a.

1

0

22

1 day ago