10 Reasons to Invest in TransDigm Group Part 2 | Value Investor Chatter | #79

TransDigm Group is a leading designer, producer and supplier of highly engineered aerospace components, systems and subsystems for use on nearly all commercial and military aircraft in service today. The Company's products are critical components of aerostructures, engines, and landing gear, and are specified on nearly 11,000 aircraft in service. TransDigm Group's engineered products are often required for aircraft safety and performance, and typically account for a small fraction of the total aircraft cost but a large percentage of the value. The Company has a history of strong and consistent organic growth, driven by its success in providing innovative engineering solutions to meet customer needs.

Episode Outline

(00:00) Introduction

(03:41) What's with the TransDigm Group business?

(08:02) Does TransDigm Group have enough cash to maintain its business?

(10:06) TransDigm's Debt

(12:00) TransDigm's Acquisition Strategy

(14:32) TransDigm's Dividends and Buybacks

(18:19) TransDigm's Cash Flow

(30:27) TransDigm's Equity

(32:38) Conclusion

Value Investor Chatter

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