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Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket.
TransDigm has significantly lagged the broader market over the past year, while analysts remain cautiously optimistic about its outlook.
Recent analyst reports have highlighted TransDigm Group’s strong pattern of beating quarterly earnings estimates and improving EBITDA and free cash flow expectations, underpinned by its high-margin proprietary aerospace components and recurring aftermarket revenue. An interesting angle is that this optimism has emerged despite recent acquisitions temporarily compressing margins and a period of significant insider selling, suggesting investors are focusing more on the earnings momentum...
Textron has lagged behind the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.