TransDigm Group Incorporated

TransDigm Group Incorporated

An aerospace and defense company that develops and manufactures components and systems for commercial and military aircraft.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying TransDigm's stock with a target price of $1,528.95, indicating growth potential.

Above Average

Financial Health

TransDigm Group is performing well with strong profits, cash flow, and revenue generation.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring TDG

Aerospace Supply Chain Risks After Boeing-Spirit Deal

Aerospace Supply Chain Risks After Boeing-Spirit Deal

Following the EU's conditional approval of Boeing's acquisition of Spirit AeroSystems, the aerospace supply chain is undergoing a significant shift. This theme focuses on other aerostructure and component manufacturers that could benefit from the industry's consolidation and the realignment of supply chains.

Published: October 15, 2025

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National Security Stocks: Could JPM's $1.5T Boost Growth?

National Security Stocks: Could JPM's $1.5T Boost Growth?

JPMorgan Chase is injecting $1.5 trillion into U.S. industries critical to national and economic security, creating a major catalyst for growth. This initiative presents an investment opportunity in companies poised to benefit from the massive influx of capital into sectors like defense, advanced manufacturing, and strategic technology.

Published: October 14, 2025

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Boeing 737 MAX Production Increase Explained

Boeing 737 MAX Production Increase Explained

Boeing is set to increase its 737 MAX production, a move that signals a significant recovery for the aerospace giant. This ramp-up creates a ripple effect, presenting a potential investment opportunity in the network of suppliers that are critical to its manufacturing process.

Published: October 6, 2025

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Defense Stocks Rise on $10.9B Helicopter Deal 2025

Defense Stocks Rise on $10.9B Helicopter Deal 2025

Sikorsky, a Lockheed Martin company, has secured a landmark $10.9 billion contract to supply the U.S. Marine Corps with its next-generation heavy-lift helicopters. This deal creates a significant investment opportunity within the vast network of suppliers providing critical components for the advanced aircraft.

Published: September 28, 2025

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Boeing Aerospace Supply Chain Overview

Boeing Aerospace Supply Chain Overview

The FAA has restored Boeing's authority to self-certify its aircraft, a move expected to accelerate production and deliveries. This creates a positive ripple effect for the aerospace supply chain, benefiting key component manufacturers and suppliers tied to Boeing's 737 MAX and 787 programs.

Published: September 27, 2025

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King Stallion Suppliers: Could $11B Deal Lift Stocks?

King Stallion Suppliers: Could $11B Deal Lift Stocks?

Sikorsky, a Lockheed Martin subsidiary, landed a landmark $11 billion contract to build heavy-lift helicopters for the U.S. Marine Corps. This theme focuses on the key suppliers of engines, components, and advanced materials that are essential to the helicopter's production and poised to benefit from this long-term manufacturing program.

Published: September 27, 2025

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Ankara Boeing Deal: What's Next for Defense Stocks

Ankara Boeing Deal: What's Next for Defense Stocks

Turkey has announced a landmark deal to purchase hundreds of aircraft from Boeing and Lockheed Martin, signaling a major boost for the US aerospace sector. This creates a significant investment opportunity among the primary manufacturers and their key suppliers who will support this large-scale production.

Published: September 23, 2025

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Boeing Supply Chain Vietjet Order Boost 2025

Boeing Supply Chain Vietjet Order Boost 2025

Vietnamese airline Vietjet has received its first aircraft from a $32 billion order for 200 Boeing 737 jets, signaling a major expansion. This deal creates a ripple effect, boosting the aerospace supply chain and presenting an investment opportunity in companies that manufacture critical aircraft components for Boeing.

Published: September 22, 2025

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Aerospace Stocks Beyond Boeing Production Cap 2025

Aerospace Stocks Beyond Boeing Production Cap 2025

The FAA's decision to uphold the production limit on Boeing's 737 MAX aircraft has created significant operational and financial constraints for the aerospace giant. This regulatory bottleneck presents a potential investment opportunity, favoring Boeing's direct competitors and suppliers who are diversified away from the MAX program.

Published: September 9, 2025

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Aviation Stocks: What's Next After Industry Shakeout

Aviation Stocks: What's Next After Industry Shakeout

Spirit Airlines' second bankruptcy filing within a year highlights severe distress in the budget carrier segment. This situation creates a compelling investment opportunity for stronger, more established airlines to capture market share and expand their routes.

Published: September 2, 2025

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Airline Consolidation Takes Flight

Airline Consolidation Takes Flight

Spirit Airlines is facing severe financial distress, signaling potential consolidation in the airline industry. This could create an opportunity for larger, more stable carriers to gain market share and pricing power.

Published: August 24, 2025

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Boeing's Landmark China Deal

Boeing's Landmark China Deal

Boeing is nearing a landmark deal to sell up to 500 aircraft to China, signaling a potential thaw in U.S.-China trade relations. This creates a significant investment opportunity within the aerospace supply chain that provides critical components for aircraft manufacturing.

Published: August 23, 2025

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500-Jet Boeing Deal: China Supply Chain Winners 2025

500-Jet Boeing Deal: China Supply Chain Winners 2025

Boeing is nearing a landmark deal to sell up to 500 jets to China, signaling a potential thaw in U.S.-China trade relations. This massive order could create a ripple effect, boosting demand for aerospace suppliers and component manufacturers that are integral to Boeing's production line.

Published: August 22, 2025

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Supplying The Skies: The Boeing & Airbus Effect

Supplying The Skies: The Boeing & Airbus Effect

Boeing's latest delivery figures highlight the ongoing, intense production race against its main rival, Airbus. This competition creates a favorable investment landscape for the critical component suppliers that both aerospace giants depend on to build their aircraft.

Published: August 13, 2025

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Powering The Aerospace Duopoly

Powering The Aerospace Duopoly

Boeing and Airbus are in a constant race for production supremacy, with monthly delivery figures highlighting their intense competition. This creates a sustained demand for a wide range of suppliers, making the companies that provide critical aerospace components and services a key investment opportunity.

Published: August 13, 2025

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Boeing's 777X Order Lifts Aerospace Suppliers

Boeing's 777X Order Lifts Aerospace Suppliers

Cathay Pacific's multi-billion dollar order for Boeing's new 777X jets signals a strong bet on the future of long-haul travel. This creates a ripple effect, benefiting the network of aerospace suppliers that provide critical components for modern, fuel-efficient aircraft.

Published: August 6, 2025

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Aerospace Rivals In Focus Amid Labor Unrest

Aerospace Rivals In Focus Amid Labor Unrest

A significant strike by Boeing's defense workers in St. Louis is set to disrupt the production of crucial military aircraft. This development could create a strategic advantage for competing aerospace and defense firms poised to capture market share.

Published: August 5, 2025

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Airline Market Leaders and Strategic Partners

Airline Market Leaders and Strategic Partners

This carefully curated group of stocks captures the aviation industry's standout performers and their key partners. Professional analysts have selected these companies based on their market dominance, growth potential, and strategic positioning in the evolving airline ecosystem.

Published: July 20, 2025

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Fallout from Boeing 787 Crisis

Fallout from Boeing 787 Crisis

This carefully selected group of stocks represents companies positioned to benefit from the market shift following the Boeing 787 incident. Our professional analysts have identified Airbus and key suppliers likely to gain as airlines reconsider their fleet plans and seek alternatives to Boeing aircraft.

Published: July 14, 2025

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Clear Skies for Airlines

Clear Skies for Airlines

This collection features companies ready to soar in the revitalized airline industry. Professional analysts have carefully selected these stocks to capture the travel sector's impressive recovery, from major carriers and aircraft manufacturers to online booking platforms.

Published: July 11, 2025

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America's Undersea Arsenal

America's Undersea Arsenal

Dive into a selection of defense stocks set to benefit from the $1.85 billion Virginia-class submarine program. These companies have been carefully selected by our analysts for their critical roles in building America's advanced undersea fleet.

Published: July 3, 2025

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Boeing's Supply Chain Takeover

Boeing's Supply Chain Takeover

Boeing's acquisition of Spirit AeroSystems' Belfast plant signals a major shift toward vertical integration in aerospace manufacturing. This collection features carefully selected companies positioned to benefit from this industry consolidation, including key suppliers, component makers, and defense contractors.

Published: July 2, 2025

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Boeing's Defense Reset

Boeing's Defense Reset

A new leadership era at Boeing's Defense division creates ripple effects across the aerospace industry. This collection features carefully selected suppliers and partners positioned to benefit from improved program execution and more predictable contract flow.

Published: July 2, 2025

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Naval Shield: Missile Defense at Sea

Naval Shield: Missile Defense at Sea

Discover companies at the forefront of naval missile defense technology. These carefully selected stocks represent the manufacturers behind the ships, combat systems, and interceptors that recently proved their effectiveness in real-world scenarios.

Published: July 1, 2025

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Acquirer's Engine

Acquirer's Engine

Invest in companies with proven expertise in growth-by-acquisition. These carefully selected stocks represent businesses with exceptional management teams that consistently buy their way to market leadership and enhanced profitability through strategic M&A.

Published: June 17, 2025

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National Defense

National Defense

These carefully selected defense companies are at the cutting edge of military technology, providing critical systems to governments worldwide. With stable, long-term government contracts, these stocks offer investment potential that can withstand economic fluctuations.

Published: June 17, 2025

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Defence Stocks

Defence Stocks

These carefully selected defence companies are positioned to benefit from increasing global tensions and military spending. Our professional analysts have identified stocks with potential growth from long-term government contracts and enhanced defence initiatives.

Published: May 28, 2025

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Why You’ll Want to Watch This Stock

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Aftermarket pricing power

Proprietary and aftermarket parts often support elevated margins and recurring revenue, though pricing can attract customer and regulator scrutiny.

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M&A-driven expansion

Broad growth has come from bolt-on acquisitions that add products and scale, but this strategy can increase leverage and integration risk.

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Cyclical demand exposure

Sales track air travel and defence budgets, so revenues can fluctuate β€” long-term opportunity exists, but performance may vary by cycle.

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Trusted & Regulated

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

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Frequently asked questions