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TransDigm: A Long-Term Buy Opportunity On Aerospace Destocking Overreaction (NYSE:TDG)
Seeking Alpha· 2025-11-12 16:42
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.TransDigm Group Incorporated ( TDG ) stock has dropped 10% since my last report, with a total return of 4%, underperforming the S&P 500’s gain. I have been bullish on the company’s growth prospects in commercial aerospace and defense, but the marke ...
TransDigm: A Long-Term Buy Opportunity On Aerospace Destocking Overreaction
Seeking Alpha· 2025-11-12 16:42
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.TransDigm Group Incorporated ( TDG ) stock has dropped 10% since my last report, with a total return of 4%, underperforming the S&P 500’s gain. I have been bullish on the company’s growth prospects in commercial aerospace and defense, but the marke ...