William Blair analyst Louie DiPalma has reiterated their bullish stance on TDG stock, giving a Buy rating today.
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Louie DiPalma has given his Buy rating due to a combination of factors including TransDigm Group’s strong financial performance and growth prospects. The company reported fourth-quarter results that exceeded expectations, with revenue and adjusted EBITDA both slightly above consensus estimates. This performance was driven by significant organic growth across its commercial OEM, aftermarket, and defense segments.
Furthermore, despite some margin headwinds anticipated in 2026 due to recent acquisitions and a shift in revenue mix, TransDigm’s underlying business margins are expanding. The company is well-positioned to benefit from increased production rates by major aircraft manufacturers like Boeing and Airbus, as well as the ongoing demand for replacement parts in aging aircraft fleets. These factors are expected to support continued earnings growth, justifying the Buy rating.
DiPalma covers the Technology sector, focusing on stocks such as AST SpaceMobile, Gilat, and ViaSat. According to TipRanks, DiPalma has an average return of 9.2% and a 59.16% success rate on recommended stocks.
In another report released today, Truist Financial also reiterated a Buy rating on the stock with a $1,647.00 price target.