TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (20 analysts).
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| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
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| Discount Rate | % |
Base Case $969.52 Implied EV: $82.34B |
What growth rate is the market pricing in at $1328?
The market implies +19.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +24.3%, reflecting heavy growth investment expected to generate future returns.
Wide moat with strength across all dimensions. Margin Stability is the standout factor.
"Market is pricing this stock without strong emotion in either direction"
Price appears to exceed estimated intrinsic value — limited margin of safety at current levels
