Thesis: politics, analyst: dorsey, sector: manufacturing.
TransDigm (NYSE: TDG — $72.7 billion) describes itself as “a leading global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and military aircraft worldwide.” TransDigm has grown through dozens of acquisitions, largely focused on being the sole-source producer of small airplane parts (e.g., handles and bolts), and aggressively raising prices for customers like commercial airliners and the Department of Defense. In some cases, prices for TransDigm parts have increased 40%+ per year for decades and the company has faced numerous allegations of price gouging the U.S. government as well as allegations of accounting fraud. The Bear Cave believes TransDigm’s model is enabled by burdensome regulation and bureaucratic negligence. The Bear Cave also believes this will change under the incoming Trump Administration and that TransDigm should be target #1 for the Department of Government Efficiency.
More ... latest change: 2026-02-28
Last updated: 2026-03-07 by automated standardization process
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