1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (6298) 

Baron Funds Comments on TransDigm Group Inc.

May 24, 2012 | About:

From Baron Funds' first quarter letter: TransDigm Group, Inc. (NYSE:TDG), the manufacturer of airplane parts, with a focus on the aftermarket, continued to gain. The company reported that organic growth in its core aerospace market grew over 20%. Cash flow margins were 49%, which is pretty remarkable. And the company announced another meaningful acquisition, the $750 million purchase of Amsafe.We believe that TransDigm Group management will successfully integrate the target and greatly increase its revenues and profitability as they have proven so capable of doing.


Rating: 3.3/5 (6 votes)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


vinwayCheck1
vinwayUnder 50
vinwaySuccess
TFCTiny Titans O'Shaun
parvezahmedbarbhuiyaThis Screen for paper portfoli
vinwayROC Green
patrick.brongesmart book buys/sells
vinwayUndervalued
rael2222ABCDE
ppapachristidisKAIROS
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK