Latest / Rigatoni Capital Podcast
The Picks and Shovels Play for Every Boeing and Airbus Cycle
TransDigm just reported another strong quarter, with revenue up 18.3% year over year to $2.54 billion, EBITDA margins holding at 52.6%, and full year guidance raised again. This morning I cover my latest Substack post on the company and make the case for why TransDigm is the ultimate picks and shovels play for any cyclical uptick in Boeing and Airbus aircraft production. Whether commercial air travel continues to grow or defense spending accelerates, TransDigm's proprietary aerospace components sit in the middle of both cycles. AMD also reported a strong quarter and I walk through what stood…
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