u/Ancient_Bobcat_9150 · 17d ago7 prior · 0% at 3mo
Chris Hohn and finding quality in Aerospace sector
Transdigm offers compelling value as a highly specialized aerospace components supplier with 90% proprietary products and 55% aftermarket revenue. Tailwinds from fleet aging, Boeing/Airbus production ramps, and defense spending support valuation near fair value (~$1,100), with 12% annual return potential from current levels.
At post $1,107.99Now $1,098.47-0.9% since postedas of Oct 23, 2:45 PM ET
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