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TransDigm Group Community
NYSE:TDG Community- 1 Narratives written by author
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Community Investing Ideas
Analysts Adjust TransDigm Group Outlook Amid Aftermarket Strength and Softer OEM Demand
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.
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AN
US$1.56k
15.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
8.48% p.a.
Profit Margin
27%
Future PE
37.66x
Share price in 2028
US$1.96k