TransDigm's proprietary, sole-source aerospace and defense aftermarket parts business generates exceptional pricing power and margins across cycle. Defense replenishment cycle for legacy platforms adds aftermarket volume. Commercial aerospace aftermarket benefits from elevated retired fleet utilization as new deliveries remain constrained. Disciplined M&A continues to roll up niche assets at accretive returns.
Thesis reviewed May 29, 2026
TransDigm Group Incorporated is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ‘Defense89WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GD | General Dynamics Corporation | 82 | +15% | β85% | ENTRY |
| HEI | HEICO Corporation | 82 | +12% | β85% | ENTRY |
| NOC | Northrop Grumman Corporation | 82 | +17% | β85% | ENTRY |
| SAAB | Saab AB | 82 | +25% | β85% | ENTRY |
| LMT | Lockheed Martin | 82 | +9% | β85% | ENTRY |
| HII | Huntington Ingalls Industries | 82 | +14% | β85% | ENTRY |
| BA | The Boeing Company | 82 | +9% | β85% | NEUTRAL |
Investors who hold TDG may also have indirect exposure through these country funds.
F-15, F-16 retrofit budgets expanded in FY26 NDAA
TransDigm closes $1.2B acquisition of CPI Aero
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| April McClain DelaneyMD | Buy | $1kβ$15k | May 22, 26 | ||
| April McClain DelaneyMD | Sell | $1kβ$15k | May 8, 26 | ||
| April McClain DelaneyMD | Buy | $1kβ$15k | May 13, 26 | ||
| April McClain DelaneyMD | Buy | $1kβ$15k | May 7, 26 | ||
| April McClain DelaneyMD | Buy | $1kβ$15k | May 21, 26 | ||
| April McClain DelaneyMD | D | Buy | Unknown amount | Apr 16, 26 | |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Apr 15, 26 | |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Apr 29, 26 | |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Apr 20, 26 | |
| April McClain DelaneyMD | D | Sell | $1kβ$15k | Apr 17, 26 | |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Mar 25, 26 | |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Mar 16, 26 | |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 30, 26 | |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Dec 24, 25 | |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Oct 17, 24 |