Transdigm Group, Inc. (TDG) – Brief Report

Moat Category
Reinvestment Moat
Fair Value Estimate
Enterprise Value
Moat Type
Intangibles: Intellectual Property
Switching Costs – Regulatatory
Economic Moat
Stewardship Rating
Market Cap

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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