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Companies

Transdigm

Mentioned in 2 analyzed podcast episodes across 2 shows

Episode Mentions

Halftime Report

Halftime Report · May 5, 2026

Strong Earnings Lift Stocks: How You Should Trade it 5/5/26

Earnings beat; revenue compounded 16% over 5 years; strong aerospace/defense demand pipeline for next few years

S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations
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Motley Fool Money

Motley Fool Money · Apr 3, 2026

A $2 Trillion IPO & the Space Economy

Aerospace parts manufacturer with 45%+ gross margins; trading near 52-week low; $10B M&A firepower

Oil Futures Markets and BackwardationStrait of Hormuz Geopolitical RiskSpaceX IPO Valuation and Structure
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