Goldman Backs TransDigm Group Incorporated (TDG) After Aerospace Acquisitions

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The next stock on our list of most profitable stocks is TransDigm Group Incorporated.

TheFly reported on January 20 that Goldman Sachs analyst Noah Poponak raised the price target on TDG to $1,871 from $1,684 and gave it a Buy rating. The firm noted TDG’s recent acquisitions of Stellant Systems for $960 million and Jet Parts Engineering with Victor Sierra Aviation for $2.2 billion, together representing roughly 6.4% of CY25 revenue. Stellant fits TransDigm’s proprietary, aftermarket-focused model, while the PMA-heavy Jet Parts and Victor Sierra deals provide high-margin growth and strategic optionality, highlighting ongoing acquisition opportunities in the aerospace supply chain.

TransDigm Group Incorporated (NYSE:TDG) is a U.S. aerospace company that designs, manufactures, and supplies highly engineered aircraft components, systems, and subsystems used on nearly all commercial and military aircraft worldwide. Its proprietary parts include power, control, and airframe products, supporting both original equipment and aftermarket demand.

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