TransDigm Group Inc

TDG: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$8,483.00	Svnq	Rkbvptbqwp

TransDigm’s Growth Opportunity Persists With Recovery in Commercial Air Travel; Lift FVE to $700

Nicolas Owens

Mar 14, 2023

After taking a fresh look at TransDigm and reviewing our long-term assumptions, we have increased our fair value estimate to $700 per share from $663, primarily reflecting the company's runway for continued investment and gradual margin expansion. We reaffirm the company's wide economic moat and stable moat trend ratings.

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