Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
NYSE
TransDigm Group INC
TDG
3 stories
$63B Market cap · 2026-10-20
TransDigm is still in it for the money
TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…
TransDigm (TDG) – The King of Aerospace Private Equity
TransDigm built a $72 billion aerospace-components consolidator through 90 acquisitions, delivering 23.1% annualized stock returns since…
Investor Letters
Letters that discuss TDG.
- Vulcan Value Partners Third Quarter 2026 Third Quarter 2026 FBIN $5.1BIQV $44BISS $7.1B
- Mar Vista Investment Partners U.S. Quality Portfolio Commentary third quarter 2026 AAPL $5TMSFT $3.9TNVDA $5.1T
- Vulcan Value Partners Second Quarter 2026 Q2 2026 AMZN $2.8TBMI $3.7BEFX $19B
- EdgePoint Wealth Management Pounding the rock – 1st quarter, 2026 1st quarter, 2026 PRM $4.3BTDG $63B
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