Makes specialized, hard-to-find parts for planes and military gear—think of it as the niche hardware store for aerospace, where each component is a small but critical piece of the whole machine.
Money comes from selling these components, with revenue growing from USD 0.32B in 2023 to USD 0.50B in 2025. Gross margins are consistently above 48%, and net margins improved to 14.54% in 2025, showing a shift toward profitability.
The parts are highly engineered and often certified, making them tough to swap out—customers like Boeing and Lockheed Martin can't easily switch suppliers. However, the moat is eroding as larger competitors like TransDigm and Curtiss-Wright push into similar n
Hold (sector percentile 46) — value C-, growth B+, profitability B+, momentum B+, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Beat estimates and raised outlook, but debt load erodes bottom-line growth
Company confirms Q2 results date and call, key milestone for investors
Analyst downgrade cites 13x premium vs TDG
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