TransDigm Group Inc

TDG: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$2,854.00	Lgqz	Rqbkyvkhtg

TransDigm Earnings: Growth Accelerates With Recovery in Commercial Air Travel; Lifts FVE to $730

Nicolas Owens

May 9, 2023

After TransDigm reported second-quarter results, we forecast accelerated revenue and profit growth in the near term and have increased our fair value estimate to $730 per share from $700, primarily reflecting the company's runway for continued investment and impressive margin expansion at this wide-moat business.

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