Goldman Backs TransDigm Group Incorporated (TDG) After Aerospace Acquisitions

Group 1 - TransDigm Group Incorporated is recognized as one of the 20 most profitable stocks over the last 20 years [1] - Goldman Sachs analyst Noah Poponak raised the price target for TransDigm to $1,871 from $1,684, maintaining a Buy rating [2] - Recent acquisitions by TransDigm include Stellant Systems for $960 million and Jet Parts Engineering with Victor Sierra Aviation for $2.2 billion, which together represent approximately 6.4% of projected revenue for CY25 [2] - The acquisition of Stellant aligns with TransDigm's proprietary, aftermarket-focused model, while the Jet Parts and Victor Sierra deals are expected to provide high-margin growth and strategic options [2] Group 2 - TransDigm Group is a U.S. aerospace company that designs, manufactures, and supplies highly engineered aircraft components and systems for both commercial and military aircraft [3] - The company's proprietary parts include power, control, and airframe products, catering to both original equipment and aftermarket demand [3]