
Moat Category Reinvestment Moat | Fair Value Estimate – | Price $524.78 | Enterprise Value $46.4bn |
Moat Type Intangibles: Intellectual Property Switching Costs – Regulatatory | Economic Moat Wide | Stewardship Rating Exemplary | Market Cap $28.0bn |
What does it do
TransDigm manufactures products for electronic, power, fluid, and mechanical motion control onboard commercial and military aircraft and helicopters. It also supplies products used for cabin structures, lighting, laminates, pallets, and a host of other applications. In fiscal 2018, the company generated about $3.8 billion of sales, with 70% coming from commercial aerospace customers and 30% from defense customers, noting that the latter is increasing as a percentage of sales.
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