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TDG
TDG·Aerospace & Defense·United States
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators an...
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TDGTDG
2026-03-30🏭 IndustrialsPitch
Externalby Compounding Quality · Other
Compounding Quality on TDG (TDG)
公司名称：TransDigm Group
详细生意模式：美国
护城河：航空零部件连续并购，100+子公司80%垄断位置。5-6%年涨价。59.6%毛利率。
估值水平：🟢强
EV/Market Cap：6.5x EV/EBITDA
网络观点：航空微垄断之王，涨价能力超强，并购引擎。
AI观点：优秀企业但估值充分反映。$30B高债务+利率敏感性。成长空间有限，未来依赖涨价+海外。建议等待调整。
原文日期：2026-03-26
作者简介：优质复合增长研究